Quotes

How it works

1
Every field becomes a column; you choose which to show.
2
Sorting and filtering happen on the data, not just the visible page.
3
Values stay editable in place where the field allows it.

Best for

Comparing many records across many fields.

Not the right choice for

A phone. A table is the first thing that stops working narrow.

Who uses this page

Caterer

Quotes the obvious, captures dietary requirements, and never loses a headcount.

Private chef

Takes the brief — dates, guests, diets, budget — while you are still cooking.

Artisan or maker

Answers commission questions and captures the brief, while you stay at the bench.

Design studio

Takes the brief, shows the work, and keeps every project phase visible.

Questions

What data does the Quotes page use?

It reads quote records the agent has collected. Estimates and proposals. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a table the wrong choice?

A phone. A table is the first thing that stops working narrow. It is best for: comparing many records across many fields.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.