--- title: Understanding the Quotes Tab in the Client Card (New Client Card) description: Learn how to view, manage, and share a client’s quotes from the Financials tab of the new Client Card in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/understanding-the-quotes-tab-in-the-client-card-new-client-card#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) # Understanding the Quotes Tab in the Client Card (New Client Card) ## In this article, we will walk you through how to view, manage, and share quotes from the client card. If your Client Card looks different, you may be using the classic version. #### Step 1: Access the Client Card Start by [logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the Client Card of the client whose quotes you want to view by using the search bar at the top of the screen. ![how to delete a client 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/how%20to%20delete%20a%20client%201.png?width=670&height=264&name=how%20to%20delete%20a%20client%201.png) #### **Step 2: Access Financials** Open the **Financials** tab, then click on the **Quotes** sub-tab. ![Understanding the Quotes page 1](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Understanding%20the%20Quotes%20page%201.png?width=670&height=181&name=Understanding%20the%20Quotes%20page%201.png) #### Step 3: Manage Quotes The **Quotes** tab displays all quotes created for the client. Each quote shows its name, date, the team member who created it, the total amount, and its current status. ![Understanding the Quotes page 2](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Understanding%20the%20Quotes%20page%202.png?width=670&height=243&name=Understanding%20the%20Quotes%20page%202.png) You can manage quotes in the following ways: **Change the Quote Status** Click the status badge on a quote to update its current status. Available options include: - **Draft** - **Published** - **Pending signature** - **Signed** ![Understanding the Quotes page 3](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Understanding%20the%20Quotes%20page%203.png?width=271&height=193&name=Understanding%20the%20Quotes%20page%203.png) **NOTE:** Once a quote has been paid, its status shows as **Paid** and can no longer be changed. **Share a Quote** Click **Share** to send the quote to the client by email. An email window will open, pre-filled with a link to the quote. Review the message, then send it. ![Understanding the Quotes page 4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Understanding%20the%20Quotes%20page%204.png?width=621&height=266&name=Understanding%20the%20Quotes%20page%204.png) **More Actions** Click the **three-dot menu** next to a quote to access additional options: - **Details** - Open a preview of the quote, where you can also print it, download it, or capture the client’s signature using the **Sign** button. The **Sign** button is unavailable once the quote has already been signed. - **Copy Link** - Copy a shareable link to the quote. - **Download** - Save a copy of the quote to your device. - **Print** - Print the quote. - **Clone** - Create a copy of the quote. - **Recall & edit** - Recall the quote so you can make changes. - **Delete** - Permanently remove the quote. You’ll be asked to confirm, as this action cannot be undone. ![Understanding the Quotes page 5](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Understanding%20the%20Quotes%20page%205.png?width=241&height=296&name=Understanding%20the%20Quotes%20page%205.png) **NOTE:** Some options may be unavailable if you don’t have the relevant quote permissions (for example, **Can edit quotes** or **Can delete quotes**). If the **Quotes** sub-tab isn’t visible at all, you may be missing the **Can view quotes** permission. An administrator can adjust these in the [Team](https://app.pabau.com/team/users) feature, within the Money permissions group. By following the steps above, you can view, update, share, and manage all of a client’s quotes directly from their Client Card, keeping the sales process organised in one place. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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