Projects & Categories

Organize quotes using projects and categories.

This page is an overview. For deep dives per admin menu item, use:

• Projects
• Quote Categories
• Quote Tags

Projects

Projects allow customers to group related quotes.

Customer View

Customers can:

1. Create projects
2. Assign quotes to projects
3. View all quotes in a project
4. Track project totals

Project Fields

Admin Project Management

Sales >B2B Quotes > Projects

Categories

Internal classification for admin organization.

Category Configuration

Sales >B2B Quotes > Quote Categories

1. Click "Add Category"
2. Enter name and description
3. Set color
4. Save

Category Assignment

Assign categories to quotes:

1. Open quote
2. Select category from dropdown
3. Save

Category Uses

• Filter quotes by category
• Generate reports by category
• Set workflow rules by category

Tags

Flexible labeling for quick identification.

Adding Tags

1. Open quote
2. Enter tags (comma-separated)
3. Save

Tag Features

• Filter by tag
• Multiple tags per quote
• Autocomplete from existing tags
• Tag reports

Quote Grouping

By Customer

View all quotes for a customer:

1. Go to Customers >All Customers
2. Open customer
3. Click "B2B Quotes" tab

By Product

Find quotes containing a product:

1. Go to Sales >B2B Quotes > Quotes
2. Use "Product SKU" filter
3. Enter SKU

By Sales Rep

Filter by assigned admin:

1. Use "Assigned To" filter
2. Select admin
3. View assigned quotes

Organization Best Practices

Project Structure

• Use projects for multi-quote deals
• Track project budgets
• Link related quotes

Category Strategy

• Keep categories broad
• Use for department/team routing
• Limit to 5-10 categories

Tag Usage

• Use for specific attributes
• Keep tags consistent
• Review and consolidate regularly

Reports by Organization

Project Reports

Category Reports

Related

• Quote Management
• Projects
• Quote Categories
• Quote Tags
• Quote Lifecycle