Quotes
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One workspace for every customer quotation.
Zaris Quotes is the centralized hub where sales teams draft, send, review and convert quotations. Glance at totals from Quick View, run the full pricing breakdown in Detail View, and move from a delivered quote to a signed sales order in seconds.
From draft to deal in one workspace
Quotation directory
Every quote, no matter the stage, sits in one structured table Quote No, Subject, Stage, Organization, Source, Total and Assignee.
One-click stage actions
Send Quote, Mark as Accepted or Mark as Rejected directly from Quick View no need to open the full record to advance a stage.
Pricing transparency
Detail View itemizes products, taxes, discounts and payment terms with revision history. Every change is auditable.
Centralized hub for all customer quotations
The main Quotes page lists every customer quotation quote number, customer, total amount, validity and approval stage in one organized table. Filter by stage, customer or source without losing your place.
- Organized table view that surfaces every quote with key fields in one place.
- Filters for stage, customer, source, validity date or assigned rep.
- Bulk actions to approve, send or export selected quotes in a single step.
Review quote details in a glance
Quick View opens straight from the row and surfaces the essentials Subject, Opportunity Name, Quote Number and Assignee together with one-click stage actions: Send Quote, Mark as Accepted and Mark as Rejected.
- Cuts navigation: triage a quote without ever opening the full record.
- View critical pricing details and customer info instantly.
- Convert quotes into sales orders with one shortcut.
Three row actions: Details, Edit, Delete
The ⋮ menu on every quote row offers fast triage: open Details, launch Quick Edit, or Delete with confirmation.
Complete overview of pricing & terms
Detail View packs the full quote story onto one screen stage actions, sub-total, charges, the full stage timeline, key fields, comments, activities and documents. Revisions and approval history are auditable in the Quote Stage History tab.
- Transparent pricing sub-total, charges, taxes and discounts side by side.
- Linked to customers, opportunities, invoices and sales orders.
- Track every stage change and revision in one auditable record.
Quotes Summary View
The Summary View packs everything sales teams need to manage a proposal on one screen. Quote Number, Subject, Organization, Contact, Assigned User, Stage and Validity Date sit side by side with linked Activities, Comments and Documents so follow-ups, collaboration and supporting files stay in one workspace and deals close faster.
- One-glance snapshot of quote, customer and assignee information.
- Activities widget tracks follow-ups; Comments enable team collaboration.
- Documents panel holds contracts, proposals and supporting files.
Make real-time adjustments to quotes
Quick Edit opens the quote form directly from the row ⋮ adjust validity, pricing, contact or approval stage. Changes save back to the table immediately so the next refresh shows the right state. Address details copy from Organization, Related To or Shipping Address with one selection.
- Instant updates without leaving the list view.
- Add or modify terms quickly — validity, carrier, inventory manager.
- Smooth transition from Quote → Sales Order with reusable address blocks.
Benefits of the Quotes module
A single workspace for quotations means cleaner proposals, faster approvals and fewer dropped opportunities.
Pro Quotation Management
Streamlines the creation, approval, and sharing of client quotes.
Improved Sales Conversion
Quick conversion from quotes to orders accelerates the sales cycle.
Accuracy & Transparency
Provides clear breakdowns of pricing, taxes, and terms for better client trust.
