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Dashboard

The Dashboard is your central workspace. It shows an overview of your business activity and provides quick access to key features.

Key Elements​

Create Quote​

Click Create Quote to start building a new quote. You can:

  • Search and select a customer
  • Add line items from your product catalog
  • Apply a branded template
  • Send via email or share a public link

Recent Quotes​

A list of your most recent quotes with status indicators:

  • Draft — not yet sent
  • Sent — awaiting client decision
  • Accepted — client approved
  • Rejected — client declined
  • Expired — validity period passed
  • Cancelled — manually cancelled

Quick Filters​

Filter quotes by status, customer, owner, or currency directly from the dashboard.