DOCUMENT INTELLIGENCE · 64 ACTIVE
QUOTATIONS · LIVE · LAST UPDATED 11:42
Quotation list 64 active · 9 awaiting approval · 4 expiring this week
Every quotation is a sales deliverable in motion. Draft = editable. Sent = customer has the document. Viewed = customer opened. Accepted = customer confirmed. Revisions create new versions · originals preserved. One-to-one share only · no bulk send · no campaign automation.
14d window
All branches
One-to-one share only
Draft
12open
Editable · not yet customer-facing
Awaiting approval
9
Discount > 8% · manager review
Sent
28
19 viewed · 9 unopened > 2d
Expiring ≤ 7d
4
Renew or reissue
Accepted · 30d
15
6.4M total
Quotationsshowing 10 of 64 · sorted by urgency
SORTED BY URGENCY
Customer · Vehicle ↕Quote ↕Value ↕Status · Owner ↕Expiry ↕Actions
AN
Al Nabuda Automobiles LLCFleet · 4× Toyota Camry · C-COMP-019
Q-2026-0408v3 · fleet rate · 12 lines
620K
Data rules5
- Document lifecycle · Draft → Sent → Viewed → Accepted / Expired / Cancelled
- Revisions create a NEW version · v1 preserved · audit trail intact
- No bulk send · no campaign automation · one-to-one share only
- Accepted quote → converts to Booking or Proforma · never silently invoiced
- Sales estimate · final tax invoice issued by Accounts at delivery