{% extends "base.html" %} {% block title %}Quotes{% endblock %} {% block content %}

Quotes

Create a branded PDF quote. A “New quote for approval” automation emails each new quote automatically.

New Quote

{% if brands|length > 1 %}
{% endif %}
{% for i in range(4) %} {% endfor %}
ProductQuantityUnit priceLine total
-

{% for p in price_list %}
0.00
{% for key, label in [('new','Created'),('sent','Sent'),('approved','Approved'),('won','Won'),('lost','Lost')] %}{% set p = pipeline.get(key, {'count':0,'total':0}) %}
{{ label }}{{ p.count }}{% if p.total %}{{ h.fmt_value(p.total|round(0)|int) }}{% endif %}
{% endfor %}
Win rate{{ (win_rate|string + '%') if win_rate is not none else '–' }}

Quotes

{% if quotes %}{% else %}
No quotes yet.
{% endif %}

Price List

Upload an Excel or CSV file with a product column and a Price column. Prices fill in automatically when you pick a product. {% if price_list %}
{{ price_list|length }} products loaded.{% endif %}

{% endblock %} {% block scripts %} {% endblock %}