Quotation Drafts
Where: Estimation → Quotation Drafts.
Every quotation still in Draft — whether created in Sales, generated from a BOM, or drafted by the Quote Studio agent — lands here for the estimator to review.
📷 Screenshot spot — capture this screen and save it as static/img/screenshots/estimation-quotation-drafts.png, then replace this whole box with the single line:
What you can do
- Review — click a row or Items to inspect the line items, subtotal, tax and total (read-only here).
- Confirm — approve the draft so sales can convert it to an order. Disabled until the quote has at least one line item.
- Print / Email — both guarded by the missing-price check; emailing marks the quotation Sent.
The summary strip shows the draft count and the pipeline value of the drafts on screen.
Editing happens elsewhere
Line items can't be edited on this page — that's done in Quotations (or via the BOM in the BOM Generator). This page is the checkpoint, not the editor.