MAR 10, 2026 2 MIN READ

Quotes now have a board view and itemized pricing

Four columns you drag quotes between, quantity, rate and tax on every line, live pipeline numbers, and a builder that works on a phone.

Quotes now have a board view and itemized pricing
The Quote Command Center
4 STAGES

Drag a card to a new column to change its status. Moves that don't make sense are refused by the server, not just hidden — and Accepted and Declined don't move again.

The gist
Four stages, nothing else
Every quote sits in Draft, Open, Accepted or Declined — there's no fifth status to lose track of.
Bulk actions
Select up to 100 quotes at once and send, mark accepted, mark declined, archive or delete them together.
Search that finds it
By customer, address, or quote number — instantly, as you type.

Why you'll love it

Moving a card between columns isn't just a paint job on a status field. Dragging a quote from Draft into Open asks you to confirm first, because that step locks in your current tax rate and stamps a 30-day expiry on the quote. And moves that don't make sense — pulling an Accepted or Declined quote back into play — are refused by the server, not just hidden from where you can drop a card.

Accepted and Declined are sticky. Once a quote is decided, the board won't let you drag it back into motion by mistake.

Quotes you can bulk-act on
100
select a batch and send, accept, decline, archive or delete them together
Days before a quote flags as quiet
14
an Open quote with no reply gets a Follow up badge on its own card
Day window behind Win Rate
90
accepted ÷ (accepted + declined), trailing 90 days