New Quote
Quote History & analytics
Revenue by calendar month
Room demand
Quotes by team member
Pipeline by status
| Quote # | Date | Client | Organization | Quoted by | Lines / Rev | Total | Status |
|---|
Client library
Search the library, add new clients, or edit profiles. Same popup form as New Quote.
| Name | Organization | Eligibility |
|---|
Quote
My profile
These details appear on exported quote PDFs under Prepared by. Saved to your team profile in Supabase and used on PDF exports.
PDF preview — Prepared by
Changelog
High-level summary of product updates. Full technical notes live in CHANGELOG.md in the project root.
HubSpot import
Copy and paste the HubSpot form submission as it appears in the email starting at First Name and ending right before the “View submission in HubSpot” button. Then click Import to review and edit before applying.
Confirm HubSpot data
Review and edit anything that looks off. Confirm will create or update the client in the library and fill this quote.
Client
Rental request