Where can I find a summary of quote information?
- Evelyn Fisher (Unlicensed)
- Grace Subang (Unlicensed)
- Sighten Admin (Unlicensed)
You can view quote-specific information by opening the quote summary modal. This displays information about the following quote items:
- Financial Information
- Customer Information
- Project Costs
- Utility Information
- Project Details
- Identifier Details
- Incentive Details
The summary provides concise recap of the project data associated with the quote. It can be especially helpful in places where you've designed multiple system options, or just so you don't have to revisit the Project page and other pages to get a refresher quote-relevant information.
View Quote Summary
To View the Quote Summary, click on the three vertically aligned dots icon on the left side of your quote of choice. Then, when options are shown, choose View Quote Summary.
Example
Here's an example of a Quote Summary
You'll find more details if you scroll down
Quote Summary for Signed Deals
Unless you have a signed agreement in place, the quote summary modal displays live project data. If an agreement has been signed, the quote summary modal displays the project information for the date the contract is signed. Below, you can see an example of a summary for a quote that has been signed.
Quote Summary for Signed Deals
The quote summary information for signed deals will update to include the signed data for any re-signed agreements for the same quote. The quote summary will only display the data for signed quotes for quotes signed after 11/6/2017. Quotes created on 11/6/2017 or before will display live data only, not a preserved version of the signed data regardless of any further changes that may have been made to live data.
Related articles
You may also want to check out these articles related to changing project information for signed deals: