Customer quotation list definition
The Customer quotation list is a web definition that gives your customers direct access, via their own customer portal, to the various quotations that are relevant to them. In the customer quotation list, they can review and edit quotations.
 | The quotation types on display represent the configured, user-defined Customer quotations in Field definer . |
The Customer quotation list definition shows the customer quotations that await customer approval. Customers can select, view and modify them. Fixed filters can be applied to limit the display of customer quotations.
• The list is always based on the user-defined Customer quotations business objects.
• The list always contains a Search block and List block. As Planon administrator, you can:
◦ configure search fields on the search block and specify whether the search should occur immediately.
◦ configure list fields on the list block, which are the ‘columns’ shown on the customer quotation form.
◦ apply a fixed filter to the list block, to limit which customer quotations are visible. For example, only show customer quotations that are in the status ‘Waiting for approval’.
• The customer can search on the fields made available, after which the relevant customer quotations are shown on the List block.
• When customers select a quotation from the list, they will be directed to a Customer quotation details page (if configured).
Go to Adding a customer quotation list definition for information on how to configure the web definition.