This is a guide made for the user to understand better the offer overview page.
How to get to the offer overview
To get to the offer overview page, you need to click on the project module in the navigation menu and select Offers.
Offers overview – Layout
In the picture above, you can see the offer overview. Follow the numbered steps to understand what the different areas on the offer overview page mean:
- In this area, you can use different types of filters. The filter makes it easier for you to find the offers you are looking for. You can choose to see the signed, unsigned, or canceled, or choose to view all offers. You can filter down on different corporations, and departments, as well as search on the name of the company. If you want to filter on a co-worker or yourself, you can do it from the dropdown menu at the bottom.
- This is where you see the name of the project/customer. You can also see the name of the offer.
- This area gives the most important information on this page. If you hover over the different icons, you will get the following information:
- The letter icon shows if the offer has been sent.
- The eye icon shows if the customer has looked at the offer.
- By hovering over the person icon, you can see which co-worker is responsible for the offer.
- By clicking on the pencil icon, you can edit the offer. The document icon means that the offer has not been signed and allows you to view the offer. If it has been signed, the same area will show a green checkmark; if it has been canceled, it will show a red stop icon (shown in the pictures below).
Offer signed |
Offer canceled |