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Access quotations

Quotations display a list of quotes from the external user's company. You can sort and filter them based on your requirements. This section explains everything you need to know about quotations, including the meaning of their status and how to filter, sort, and send them.

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Contents
  • 1. Access Quotations
  • 2. Status of Quotations
  • 3. View Quotations
  • 4. Share Quotations
  • 5. Filter Quotations
  • 6. Sort Quotations

1. Access Quotations

  1. Go to the sidebar and select Quotations
  2. Click Quotations
  3. The quotations will show up
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2. Status of Quotations

External users can track the status of the quotations on this page. The meanings of the status are explained below.

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  • Archived: to be added
  • Open: to be added

3. View Quotations

External user can view the latest quotation by the following steps

  1. Click View on the row of the quotation that you want to view (e.g. Test Quotation)
  2. Click View the latest quotation
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  3. The latest version of the selected quotation will show up
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    Example of quotation

4. Share Quotations

  1. Click View on the row of the quotation that you want to share (e.g. Test Quotation)
  2. To obtain a link that can be used to share the quotation, click Copy Link
    • The link of the quotation will be copied to the clipboard
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  3. To share the quotation via email, click Send this quotation by email
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    1. The email format will be copied to the clipboard
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5. Filter Quotations

You can choose desirable criteria to filter lists of quotations that you want to display in the table.

  1. Click Filters
  2. Select criteria that you want to filter (e.g. Country)
  3. Set your criteria (e.g. Japan)
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  4. The filtered values regarding your criteria will show up in the table

The filter can be set and edited from the bar above the table as well.

6. Sort Quotations

The table can be sorted alphabetically and numerically in descending and ascending order.

  • If data in the selected column is alphabetic data, it will be sorted alphabetically
  • If data in the selected column is numerical data, it will be sorted numerically
  • If data in the selected column is in date format, it will be sorted from newest or oldest

The table can be sorted by one column at a time.

  1. To sort based on that column, click on the head of a column until you get the desired sort
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Symbols
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Not Sorted

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Ascending Order

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Descending Order

  1. The sorted table will show up

Next: Standard fees