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  1. Blesta Core
  2. CORE-2401 Quotation System
  3. CORE-4796

Quotation System: Widgets

        Details

        • Type: Sub-task
        • Status: Closed
        • Priority: Major
        • Resolution: Fixed
        • Affects Version/s: None
        • Fix Version/s: 5.7.0-b1
        • Component/s: None
        • Labels:
          None

          Description

          Create a widget for Quotes on the Admin Area Client Profile, Billing > Quotes, and a separate client page (not dashboard widget) similar to invoices. These should of course be paginated and have status links. The columns should be "Quote #", "Amount", "Date Created", "Date Expires", "Options". In the admin interface the options should be Edit*, View*, Convert*, and Delete (with confirmation). In the client interface the options should be Approve (with confirmation), View*, and Download*. The client interface should also no show the statuses draft, lost, and dead. Clients should not be able to approve expired quotes.

          In addition we should add a bulk action selector to the admin interface with options for Delivery by Email* and Change Status.

          * Should be implemented in another task

          Each of these should have filters similar to the Invoices widget "Invoice #", "Currency", and "Line Item Content".

            Activity

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            admin Paul Phillips added a comment -

            Please update:

            Client Profile widget (And Billing > Quotations)

            • Approved should be the first and default status (Not Draft). Re-arrange as so: Approved, Pending, Draft, Invoiced, Expired, Dead, Lost. This way we can see approved quotes right away, and Pending is 2nd, which is the next most important status
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            admin Paul Phillips added a comment - Please update: Client Profile widget (And Billing > Quotations) Approved should be the first and default status (Not Draft). Re-arrange as so: Approved, Pending, Draft, Invoiced, Expired, Dead, Lost. This way we can see approved quotes right away, and Pending is 2nd, which is the next most important status

              People

              • Assignee:
                abdy Abdy Franco
                Reporter:
                jonathan Jonathan Reissmueller
              • Votes:
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                Dates

                • Created:
                  Updated:
                  Resolved:
                  Fix Release Date:
                  4/May/23

                  Time Tracking

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