Overview:
This article explains how to view, search, and manage quotes from the Quote Management section in Xvantage. Customers can use multiple access points to find quote records and track their status.
Process:
Log in to Xvantage and access quotes in one of three ways:
Go to My Business, then Quotes
Click the Ready to order or Expiring this week widgets on the homepage.
On the homepage, go to the Overview widget and click Ready to Order under Quotes. Or, click on the View All hyperlink inside the Quotes widget.
On the Quotes Management page, view a full list of quotes sorted by latest created.
Use the search bar and filters (like quote status and tags) to narrow results.
Click a Quote ID to view quote details which may include the following:
End customer info
Total price
Status
Created on
Last updated on
Expires
Created by
Primary Vendor
Deal ID
Reseller
Ships to
Order Number
Quote Currency
Date Closed
Reason for Closing
Use available actions like Download, Clone quote, Email, Print, or Checkout from the quote detail page.
Note: At this time, it is not feasible to delete quotes, even if they were generated unintentionally or for testing purposes.