The quote detail page is designed to provide a comprehensive view of each quote, facilitating efficient management and customer interaction. It displays essential quote specifics, enables various actions for quote modification and communication, and presents a detailed financial breakdown.

Permission Required

All Arclight users need the following permissions to manage backoffice quote details:

Manage Quotes 

View Quotes 

Manage notes 

View Notes 

Change the project for a quote

Getting There

Log in to your Arclight account

Click on the menu

Click on Quotes 

Select quote ID for the quote you would like to manage

Usage

This layout helps streamline the quoting process, ensuring all pertinent details are accessible and manageable in one central location