How to manage the existing quotes on the control panel?
To manage the existing quotes on the control panel, take the following procedures:
- Click the Billing link in the left navigation pane of the control panel. The Billing page with multiple tabs appears.
- Click the Quotes tab. The list of all existing quotes (Submitted) with the following information appears.
Summary: Summary is short section at the top of the page to display the total number of submitted quotes, total number of accepted quotes, and the number of on-hold quotes.
Quote #: This denotes a unique number automatically assigned by the monitoring service software.
Pay Cycle: This parameter displays the different pay cycle options, such as, yearly, 6 months, and 3 months.
Quote Date: This the date on which the quote has been submitted.
Checks: This shows the total number of checks quoted in the submitted quote.
Credits: This is the total amount of credits before discount.
Money: This is the total amount of the Quote after discount.
Stage: This displays the status – On-hold, Accepted, and Rejected – of your quote submitted for consideration.
- Click the Refresh List button to update the changes in the list, if any.