Quotes, from offer to order.
Quotes you receive and quotes you send are read with their lines and validity date, and linked to the order that follows.
Classified asQuotes
Issuer and recipient
Quote number and version
Issue date
Valid until
Amounts excluding and including VAT
Line items
Win probability
Linked toOrdersInvoicesContracts
What Filetable extracts
- Issuer and recipient
- Quote number and version
- Issue date
- Valid until
- Amounts excluding and including VAT
- Line items
- Win probability
Linked to the order and the invoice that follow.
Alerts before a quote expires.
Probable amount computed from the total and the win probability.
Usually linked to
Used in
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Any document can have its own table: add the fields you need, describe them for the AI, and Filetable extracts them.
