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Using the Quotation Timeline

Learn how to use the Timeline in the Invoice dialog

Updated over a year ago

To learn the basics of the Timeline, view this article.

The Quotation Timeline acts as a hub for any related information for a specific quotation.

The Timeline can be accessed via the "Timeline" tab in the Quotation dialog.

The Quotation Timeline will display the following items:

  • Notes

  • Files

  • Activity Logs

  • Communication Logs

As with any Timeline, you can use the sidebar to filter the results or hide collated entries.

Any notes you create for your quotation will also be visible within the client's dialog.

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