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Understanding the Quotes Page

In this article, we’ll guide you through how to navigate and understand the Quotes page in Pabau. This page provides a complete overview of all quotes created for your clients, allowing you to track issue dates, amounts, and client details with ease.

Step 1: Navigate to the Quotes Page

Log in to your Pabau account, and from the left sidebar menu, click on ''Money'', then select ''Quotes'' to open the Payments page.

Understanding the Quotes Page1

Step 2: Understanding the Quotes Overview

The Quotes page displays a detailed list of all quotes created in your account, with tools to filter, search, and manage quote records.

Here’s a breakdown of the key elements on the Quotes page:

Filter & Search Options

Use these tools to refine and organise the quotes displayed in the table:

  • Filter By
    Apply filters to narrow down quotes by criteria such as date, client, location, or quote owner/staff member. You can also save these filters as a custom view to quickly access them in the future.

  • Search Field
    Quickly find specific quotes by client name, quote number, or other details using the search bar at the top.

  • Create Quote
    Click the Create Quote button in the top-right corner to generate a new quote.

NOTE: To learn more about quotes and how to create one, please check this article.

  • Edit Columns
    Select which columns to show or hide in the quotes table, customizing the view to your needs.

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NOTE: To learn how to create a custom view for quotes, including examples you can use, please check out this article.

What Each Column Means

Each row in the table represents an individual quote. Key columns include:

  • Expiration Date – The date when the quote will no longer be valid.

  • Created Date – The date when the quote was created.

  • Issue Date – The date the quote was issued to the client.

  • Quote – The title or identifier of the quote.

  • Quote Number – The unique ID assigned to the quote for tracking and reference purposes.

  • Quote Amount – The total value of the quote.

  • Quote Client – The name of the client the quote is for.

  • Quote Location – The clinic location associated with the quote.

  • Quote Owner – The staff member responsible for the quote.

  • Status – Indicates the current stage of the quote (e.g., Draft, Sent, Accepted, Expired).

  • Template – The template used when creating the quote.

  • Quote Appointment – The appointment linked to the quote, if applicable.

  • Date Signed – The date the client signed and accepted the quote.

  • Created By – The staff member who created the quote.

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You can also reorder columns by hovering over a column header, clicking and holding the dots icon, then dragging the column to your preferred position.

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Tips for Getting the Most Out of the Quotes Page

  • Use filters to narrow results – For example, filter by ''Status'' to see only quotes that are pending approval, or filter by ''Expiration Date'' to follow up before quotes expire.

  • Search smarter – Use the search bar to find quotes by client name, quote number, or even partial keywords from the quote title.

  • Organize your view – Show or hide columns based on what’s most relevant to you (e.g., hide ''Date Signed'' if you only want to track pending quotes).

  • Track performance by location – Filter by ''Quote Location'' to see which clinic is generating the most value from quotes.

  • Monitor individual staff performance – Filter by ''Quote Owner'' to review the conversion rates of different team members.

  • Save time with custom views – Save commonly used filters (e.g., “Quotes expiring this week”) as a custom view so you can pull them up instantly.

  • Sort to spot priorities – Sort by ''Expiration Date'' or ''Quote Amount'' to prioritize high-value or time-sensitive quotes first.

By following these steps and tips, you’ll be able to efficiently manage your quotes, making it easier to track potential sales and stay organised.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.