Quote List

The Quote List page shows all the quotes in your account with search tools, status filters, summary KPIs and quick actions for each quote. You can manage your entire quote portfolio from here without opening the builder.

How to access

• Menu: Quotes
• Address: /quotes
• Who can use it: Administrator and User

Interface

KPI strip

At the top of the page, five tiles show portfolio counters:

Tile	Content
Total	Overall number of quotes.
Draft	Quotes in progress, not yet sent.
Sent	Quotes delivered to the client awaiting response.
Approved	Quotes accepted by the client.
Rejected	Quotes declined by the client.

Toolbar

Above the table, a bar contains:

• Density toggle — switches between compact and comfortable display.
• Total value — aggregated amount of all quotes visible after active filters.
• Export CSV — downloads a CSV file with all filtered quotes.

Filter bar

Element	Description
Search field	Filters in real time by quote title, quote number or client name.
Status filter	Dropdown menu: All, Draft, Sent, Approved, Rejected.

If you arrive at the page from a client profile, a badge shows the active client filter. Click Remove filter on the badge to return to the full view.

Quote table

Each quote is shown as a row containing:

Element	Description
Checkbox	For selecting the quote in bulk actions.
Title	Quote name.
Quote number	Unique monospace code (e.g. PREV-2024-0012).
Client	Name of the associated client, or "No client".
Size	Quote weight in KB (shown if available).
Status badge	Draft (orange) · Sent (blue) · Approved (green) · Rejected (red).
Total	Quote total amount.
Margin	Margin amount and percentage, green if positive and red if negative (visible if costs are configured).
Status selector	Dropdown to change the status directly from the row.
Open	Button that opens the quote detail page.
Edit	Button that opens the quote in the Quote Builder.
Actions menu (•••)	Access to all available actions.

The table is paginated at 25 quotes per page. Page navigation (previous / next) with a from–to of total counter appears at the bottom of the table.

Bulk actions bar

When one or more quotes are selected via checkboxes, a sticky bar appears at the top of the list with:

• Selection counter — number of selected quotes.
• Deselect — clears the current selection.
• Change status — dropdown to set the same status on all selected quotes.
• Delete — deletes all selected quotes after confirmation.

The checkbox at the top of the list selects or deselects all quotes on the current page. It has three states: empty (none), checked (all), indeterminate (subset).

Operations

Searching for a quote

1. Click the search field.
2. Start typing the title, quote number or client name.
3. The table updates in real time.
4. To clear the search, delete the text in the field.

Filtering by status

1. Open the dropdown next to the search field.
2. Select the desired status: All, Draft, Sent, Approved or Rejected.
3. The table and totals update immediately.

Changing a quote's status

1. In the quote row, open the status selector.
2. Choose the new status from the menu.
3. The change is saved immediately.

Opening a quote's detail page

1. Click Open on the row or select Open from the actions menu.
2. The detail page opens (/quotes/<id>) with the document preview, revision history and export actions.

Editing a quote

1. Click Edit on the row or select Edit from the actions menu.
2. The Quote Builder opens with the quote pre-loaded.

Printing / exporting the PDF

1. Click Open on the row to access the detail page.
2. On the detail page use the Print or Print production buttons.

Alternatively, the row actions menu includes Print which takes you directly to the detail page.

Duplicating a quote

1. In the quote row, open the actions menu (•••).
2. Select Duplicate.
3. The Quote Builder opens directly on the duplicate (/quote-builder?editId=...) in Draft status, ready to edit.

Converting to an order

1. In the quote row, open the actions menu (•••).
2. Select Create order.
3. CADrivit creates the corresponding production order and shows a link to the Orders page.

note

Conversion to an order is available for any quote status, but it is best practice to move the quote to Approved first.

Exporting CSV

1. Apply the desired filters (search, status).
2. Click Export CSV in the toolbar.
3. The file is downloaded with all quotes matching the active filters.

Bulk actions

1. Select one or more quotes with the checkboxes.
2. In the bulk bar that appears:
   • Change status — open the menu and choose the new status to apply to all selected quotes.
   • Delete — click the red button to delete the selected quotes after confirmation.
3. To cancel the selection click Deselect or uncheck the header checkbox.

Deleting a quote

From the row:

1. Open the actions menu (•••) and select Delete.
2. Confirm in the dialog.
3. An orange toast appears with a timer: you have 4 seconds to undo the deletion by clicking Cancel on the toast.

Generating and sharing the public link

The public link lets the client view the quote in read-only mode without logging into CADrivit.

1. Open the quote detail page (/quotes/<id>).
2. Click Generate link (or Copy link if the link has already been generated).
3. The link is automatically copied to the clipboard.
4. Share it with the client via email, chat or any channel.

To revoke the link: on the detail page click Revoke link. Revoked links become immediately inaccessible.

Quote detail page (/quotes/<id>)

Opening a quote from the list takes you to the detail page. It contains:

Header

Element	Description
Quote number	Unique monospace code.
Status selector	Change the status directly from here.
Edit	Opens the Quote Builder to edit the quote.
Print	Generates and opens the commercial PDF (with prices) in a new tab.
Print production	Generates and opens the production PDF (no prices, with work order code) in a new tab.
Generate / Copy link	Generates or copies the shareable public link.
Revoke link	Revokes the previously generated public link.
Delete	Deletes the quote with a confirmation dialog and a 5-second undo toast.

Document preview

Full rendering of the quote document with technical drawings, item table, totals and notes — identical to the exported PDF.

Price alert banner

If the prices of one or more profiles have changed in inventory since the quote was last saved, an orange banner highlights the affected rows and offers an Update prices button to realign the quote to current prices.

Statuses and messages

Situation	Behaviour
No quotes	Empty page with a "Create your first quote" button.
No results for the search	"No results" message without a table.
Status updated	Green confirmation toast.
Order automatically created	Green toast with a link to the Orders page upon approval.
Deletion in progress	Orange toast with a 4-second timer and a "Cancel" button.
Duplication complete	The Quote Builder opens directly on the duplicate in Draft status.
Operation error	Red toast with a description of the problem.

Notes and limits

• Bulk selection operates on the current page (25 rows). To select quotes across multiple pages, operate page by page.
• Margin is visible only if the profile used in the rows has a cost configured in inventory.
• The public sharing link requires no authentication: anyone with the URL can see the quote. Revoke it if the client should no longer have access.
• The Edit column and Open button are hidden on very narrow screens; the same actions are always available in the actions menu (•••).
• The CSV export includes all quotes matching the active filters at the time of the click; it is not limited to the current page.