Efficiently managing quotes and proposals is crucial for seamless customer engagement and effective project planning. Zuper provides a unified platform to create, customize, and track quotes and proposals effortlessly. These tools help businesses outline their service offerings, streamline the approval process, and transform opportunities into actionable tasks. With a centralized approach, you can efficiently handle your quotes and proposals while maintaining visibility over their status and progress. This guide will help you understand how to access the Proposals and Quotes listing page, perform key actions, and manage proposal details effectively.

​
Accessing the Quotes/Proposal listing page

Navigation: Accounting -> Quotes —> Quotes listing page

​
Exploring Listing Page

The quotes and proposals listing page is designed to help you stay organized and quickly access the information you need. It includes the following elements. Summary Cards: On the top of the listing page, you’ll see summary cards displaying high-level information about your proposals and quotes. Each card highlights details such as:
  • Total number of quotes
  • Drafts, sent quotes, and their total value
  • Approved, declined, and canceled proposals. These cards provide a quick overview of your progress and help you identify areas that may need attention.
QV2 Pn

​
Listing Views

Customize the Quotes listing by adding/removing or reordering columns, then Update View to overwrite or save it as a new view.
  • Update View: Click Update View to modify the current view after changes.
  • Save as new view: Use the dropdown beside Update View → Save as new view.
  • Create View dialog: Enter the View Name (mandatory); choose Share with (User/Team) and add users; toggle Visibility to all users; click Create.
  • Reset View: Click Reset View to restore the current view to the default.
  • Permissions:
    • Edit: Add/remove/reorder columns; save as new or overwrite existing views.
    • View-only: Apply views but can’t edit; can Save as new view to copy without altering the original.
  • Manage view: Rename, adjust Visibility (Only Me/User/Team or global toggle), Duplicate, or Delete (creator only; reverts to default/another saved view).
  • Open quote details: After filtering, click a Quote Number or Quote Title to view and manage details.
Note: Item/service changes within a quote apply only to that specific quote and will not be added to the master list. QV1 Pn

​
Pinned filters

Zuper’s Quotes module lets you use pinned filters to streamline your filter experience. Pinned filters keep your most-used criteria readily accessible for quick application. Pin up to 3 filters in any module.
Navigation: Accounting -> Quotes —> Filters —> Pinned Filters
  1. Select the “Quotes” module from the left navigation menu.
Pin Pq1 Pn
  1. Pin Filters for Quick Access
  • Once your filters are set, click the Pin Filters button in the dialog box to save them as pinned.
  • Pinned filters appear in the dialog box’s “Pinned Filters” section, allowing you to apply them with one click in future sessions.
Pin Pq2 Pn
  1. To Unpin the filter:
  • To unpin, select a pinned filter and click Remove.
  • To apply pinned or default filters, open the dialog box and select them.
  • Use Clear All to remove active filters.
Pin Pq3 Pn Creating a new proposal or quote: You can use the ”+ New” button on the Listing page to create either a proposal or a quote. Select Proposal or Quote. From there, you can enter all the details you need, like customer or organization information, parts, services, and more. Once everything is filled in, you’re all set to save and share the proposal/quote with your client for their approval. If you need a more detailed guide on creating a quote, see Create a new proposal and a new Quote for a step-by-step walkthrough.

​
Managing Proposal details

Once a proposal is created, the Proposal Details page becomes your go-to space for managing its lifecycle. The page is laid out in two columns, with the left side highlighting primary details and the right side offering contextual insights and quick actions.

​
Left Panel

The left panel is the primary section where details are displayed. It includes the following elements.
  • Status update: You can view the current status of the proposal (e.g., Draft, Sent, Accepted) and manually update it as needed.
  • Customer information: You can review the billing details of the customer, including their address and the contact person’s information.
  • Proposal Options: You can view the options available to the customer, allowing them to choose between different configurations.
  • Templates and Notes: You can see the template used to create the proposal and review any additional notes.

​
Right panel

The Right Panel provides you with contextual information and quick actions, organized into collapsible sections for easy navigation:
  • Quote Status: You can track the proposal’s status changes through timestamps and see who performed each action.
  • Organization and Contact: You can view the company information associated with the proposal.
  • Associated Records: You can view or associate various modules (e.g., Property, Project, Job, Contract) with the proposal. Use the “+” icon to add a module. You can quickly navigate to or manage associated records like organizations, properties, or projects using the provided links or icons.

​
More actions

Managing proposals doesn’t stop at viewing details—you can take various actions to keep things moving. Things you can do are:

​
Managing Quote details:

The Quote Details Page provides a comprehensive view of all information related to a specific quote, including customer details, product specifications, and associated records. The page uses a two-column layout: the Left Panel and the Right Panel, designed for easy navigation and quick actions.

​
Left panel

The Left panel serves as the primary area for viewing the detailed breakdown of the quote. It includes the following sections:
  • Status Update: You can see the current status of the quote (e.g., Draft, Sent, Accepted) and manually update it.
  • Customer/Organisation Details: You can view the Billing Address for the customer and contact details of the customer or organization.
  • Product table: You can review a detailed breakdown of all items included in the quote, along with their prices.

​
Right panel

The Right Panel displays contextual information and quick actions related to the quote. It includes the following sections:
  • Quote Status: You can view a timeline of the quote’s lifecycle, including timestamps and the user who performed each action.
  • Organization Details: You can see the company associated with the quote, along with the number of contacts and their location.
  • Associated Records: You can view or associate various modules (e.g., Property, Project, Job, Contract) with the quote. Use the “+” icon to add a module. You can quickly navigate to or manage associated records using the provided links or icons.

​
More Actions

You can perform the following actions to manage quotes effectively: