Quotes list
The Quotes list shows Quote Studio estimates and CounterGo imports — status, totals, customers, and linked jobs.
Who can do this
Users with Quotes permission.
Create a quote
Click New quote to open Quote Studio. Use Projects for builder multi-plot quoting when you have Quote Studio.
Drafts sit at the top of the list (unsent quotes, newest first). Open Edit to continue a Quote Studio draft. Untitled drafts with no customer keep only the five newest.
Columns
Quote number, status, customer, total, dates, and linked job. CounterGo imports show formatted external quote numbers.
/dashboard/quotes)