Delfis
Quotes

Quotes Panel Walkthrough

Quote work moves across the quote list, the quote detail page, and the shared edit form.

Main Surfaces

  • list view for filters, search, and quick actions
  • detail view for review and next commercial actions
  • edit form for drafting and adjusting quote data

Typical Sequence

  1. Find the quote from the list.
  2. Open the detail page to review it.
  3. Continue with edit, export, duplicate, or convert-to-invoice actions depending on the stage.