Quote Categories & Tags

Use categories and tags to organize and filter quotes in the backend and reporting dashboards.

Use Cases

  • Categorize quotes by department (e.g., “Spare Parts”, “Service”, “Wholesale”)
  • Tag quotes by urgency (e.g., “hot lead”, “renewal”, “export”)

Screenshot placeholder: categories/tags management + filtering
File: ./_screenshots/admin-categories-tags.png

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