Quotes Home
Find, create, and resume quotes. Track approvals, proposals, and signature status.
Quick actions
Start from a template or pull from your CRM opportunity.
This week
High-signal performance and risk indicators.
7
Draft quotes
3
Pending approvals
5
Proposals sent
2
Signed
Margin guardrails: 2 quotes are within 1.5% of the approval threshold. Review before sending.
Quotes
Click a row to resume the wizard at the last incomplete step. Columns are shown as sortable in UI.
All
Draft
Pending approval
Sent
Signed
| Quote Name | Account | Total | Margin % | Status | Last Updated | Owner | Next Action | Row Actions |
|---|---|---|---|---|---|---|---|---|
|
Template: SaaS Enterprise v3
|
Nimbus Health | $412,560 | 31.4% | Draft | Today 10:22 AM | Jamie Daniels | Fix 2 config conflicts | Open Duplicate Export PDF |
|
Promo applied: FALL-STACK10
|
Argon Logistics | $287,100 | 28.0% | Pending | Today 9:54 AM | Jamie Daniels | Await Finance approval | Open Duplicate Export PDF |
|
Ready for send • v2 generated
|
Kestrel Data | $128,040 | 36.9% | Sent | Yesterday 3:10 PM | Rafael Kim | Customer to sign | Open Duplicate Export PDF |
|
Signed • includes Exhibit B
|
BrightWave | $182,400 | 41.2% | Signed | Nov 29, 2025 | Priya N. | Handoff to CS | Open Duplicate Export PDF |
Showing 4 of 12 quotes • Sort controls and typeahead are represented visually for this static prototype.