Quotes & Statements
Quotes and transaction statements archive
Archive of quotes and transaction statements, linked to the Quote/Statement doc types and built-in forms.
This app works with your workspace data. Create a workspace after signing up to use it.
Quotes & StatementsQuotes and statements split by type in one place
Auto-saved when a Quote/Statement doc is drafted
Built-in template with line items, totals, and party info
Find and reuse past quotes for quick comparison
Quotes & Statements keeps the quotations and statements of account exchanged during a sales cycle in one list. Filter by document type, and read off the total value of everything that has cleared approval. Quotations and statements drafted in Documents & Approvals are routed here according to their type.
What this app does
- Move between quotations only, statements only, or everything to narrow the list. The type you have chosen shows as pressed.
- The header carries a count of quotations, a count of statements, and the summed value of approved documents.
- Date, document type, title, amount, and approval status are packed onto one row, so many documents can be scanned in a single screen.
- Amounts are right-aligned, which puts the digit places in line for comparison.
- The list is read-only. Content is edited on the source document, so the archive can never drift out of step with it.
- Quotation and statement counts are shown separately, so a stretch where quotes went out but statements didn't follow shows up as a gap between two numbers.
How it connects in the all-in-one
Documents sort themselves by type
Drafted under the quotation or statement type, a document comes here; drafted under the contract type, it goes to Contract Vault. One place to write, separate places to accumulate.
Only approved amounts are summed
Only documents that have passed approval enter the total, so items still in review can't inflate the figure past what has actually been agreed.
When to use it
- At month end, read the total value of quotations approved that month for the performance report.
- Filter to quotations when you need to reconfirm a customer and an amount, and find the document fast.
- Set the statement count beside the quotation count to check that nothing went unissued.
- Put a customer's two documents side by side to see whether the quoted amount matches what was actually billed.
Frequently asked questions
Do I write quotations on this screen?
No — quotations and statements are drafted in Documents & Approvals under their type, and they collect in this list. This screen is for reviewing what has collected.
Which documents count toward the total?
Only documents whose approval has been granted. Drafts and documents still in review are not reflected in the total.
Do contracts show up in this list?
Contracts go elsewhere. They are managed with their expiry dates in Contract Vault; this screen handles quotations and statements only.
Can I edit entries from the list?
It's read-only. Edit the source document and the change flows through to the list. If the same value could be edited in two places, there would be no telling which was right, so it moves in one direction only.
