%
Quote No.: New draft Not saved yet
🛒

The quote is empty

Select products from the product list
Items0
Before VAT₪ 0
VAT 18%₪ 0
Total incl. VAT₪ 0
📋 Technical Spec
Specification of products selected in the quote
Saved Quotes
Open an existing quote, continue editing and re-save to SQL Server
All 📝 Draft 📤 Sent ✍ Signed 📦 Ordered ❌ Customer Cancelled 🚫 Cancelled 🗄 Inactive 📥 From Manufacturer 📤 Own Quote
Quote List
0 quotes
Number Installer Project Account OwnerTotal ItemsIncoming Order StatusEmailOutgoing OrderEquipment ApprovalSourceCreated ByCreated Updated
🚚 Delivery Times Report
Planning by delivery time
Quotes with delivery time
0
Average delivery time
0
Longest-lead item
—
Quote No. ↕ Customer Project Status Delivery Time (working days) ↕ Projected Ready Date ↕ Line Details
📊 Sales Dashboard
Conversion and sales metrics for the active company
📄
Quotes Created
0
In the current period
🔗 Show Quotes
✅
Orders Closed
0
Marked in the period
🔗 Show Orders
🎯
Conversion Rate
0%
Orders out of quotes
📈
Total Quotes
₪0
Before VAT
🔗 Show Quotes
💵
Total Orders
₪0
Before VAT
🔗 Recent Orders
⚡
Closing Gap
₪0
Order vs. quote
⏱
Avg. Days to Close
—
From quote creation to order received
⏳
Open Quotes
0
Awaiting order in this period
🔗 Show Open
📉 Trend — Quotes vs. Orders
📈 Status Distribution All quotes
📋 Recent Orders
0 records
Quote No.Order No.InstallerAgentDateQuote ValueOrder Value
🏅 Top Installers By order value
New vs. Returning Customers
👥 Installer Performance By current period
AgentQuotesOrdersConversionTotal Orders
Agent Trend (6 months)
Discount Analysis
Top Products
#ProductModelQtyValue ₪Quotes
Sales Funnel
Open Quote Age
⏳ Old Quotes Without Order Over 60 days · sorted by age
Quote No.InstallerAgentCreated DateAge (days)Quote Total

🎯 CRM — Customer Center

A unified view of customers, contracts and activity
💼 Sales — Last 30 Days
📄
Quotes Created
0
In the period
✅
Orders Closed
0
In the period
🎯
Conversion Rate
0%
Orders from quotes
📈
Total Quotes
₪0
Before VAT
💵
Total Orders
₪0
Before VAT
🎯 CRM — Customers & Contracts
👥
Active Customers
0
Total in the system
📑
Active Contracts
0
Active status
⚠
Ending Within 30 Days
0
Urgent action
🔔
Ending Within 60 Days
0
Start negotiations
💰
Total Contract Value
₪0
Active contracts
⛔
Expired
0
Requires a decision
🏆 Top Customers By activity
Customer Active Contracts Quotes Last Activity
Loading...
⏱ Contracts Ending — Next 90 Days 0 contracts
Number Customer End Days
Loading...
⏳ Recent Activity Last 15 actions
Loading...
📊 My Dashboard
Summary of your activity
📄
Total Quotes
0
All time
📅
This Month
0
New quotes
✅
Orders
0
Approved
💵
Total Value
₪0
Before VAT
🎯
Conversion Rate
0%
Orders out of quotes
📈 Status Distribution
📉 Quotes by Month Last 6 months
📋 Recent Quotes 0 records
Quote No.InstallerProjectStatusTotalUpdated
Equipment Approvals
All 📝 Draft 📤 Sent ✅ Approved
Approval Rate
0%
0 of 0 approved
📋 Total Issued
0
✅ Approved
0
📤 Sent
0
📝 Drafts
0
# Approval No. Display No. Customer Project Items Source Owner Status Approver Date Actions
Management
Central hub for system management actions, organized in tabs with room for future additions
Company Users
0 users
Username Full Name Email Role Discount % Primary Agent Actions Last Login
Categories
Categories
0 categories
Order Category Name Sub-categories Products Actions
Sub-categories
0 sub-categories
Order Sub-category Name Category Products Image Actions
👥 End Customers
End Customers in the System
0 end customers
# End Customer Name Contact Person Email Phone Account Owner City Contacts Projects Quotes Active Actions
📋 Project Management
Projects in the System
0 projects
# Project No. Project Name End Customer Contractor Consultant Status Quotes
📑 Contract Management
Contracts in the System
0 contracts
# Contract No. Customer Title Type End Status Days to End Index
🔄 Import Data from Priority
📃 Manual File Import
Select a folder or individual files — the system identifies each file's type by its columns
Supports TSV, CSV, TXT
⚙ Priority API Connection
📋 Sync History
DateTypeStatusFetchedCreatedUpdatedErrorBy
No sync history
✉ Email Settings (SMTP)
⚙ SMTP Server Configuration

When an agent saves a new quote, WhatsApp opens with a ready-made message to this number. Leave blank to disable.

Gmail Setup:
1. Go to Google App Passwords
2. Create an App Password for "Mail"
3. Use the 16-character password as SMTP Password
Host: smtp.gmail.com | Port: 587 | TLS: Yes
🚀 Import Files from Priority
Upload TSV/TXT Files from Priority

Select one or more files from Priority (projects, quotes, quote lines). The system automatically identifies each file's type and imports it.

🚨 Error Log
Loading...
🎁 Promotions
Promotions
0 promotions
TitleDescriptionImageFrom DateTo DateActiveCreated ByActions
⚙ Settings
💡 Configure which fields are shown. 15 built-in fields + up to 50 text fields + 50 number fields. Fields without a label will not appear. The "Order" column determines display order (default in steps of 5).
# Type Label (field name) Unit Order Table
 Form
 Quote Lines
 Spec
Product List
0 products
Model Description ImageDiscountCategory Sub-category List Price Status Actions
⚖ System Admin
Advanced system settings — system admin access only
👤 Act as User
You will act as this user until you return via the top banner
Global VAT table
VAT Types
0 records
Code Name VAT % Status Valid From Valid To Actions
🏢 Companies and Logos
Companies in the System
0 companies
ID Company Name Model Abbr. Business Type Logo Discount % Equipment Approvals Status Priority Upload Logo Actions
🛠 Business Types — Field Templates
Business Types in the System
0 types
ID Icon Name Description Fields Order Status Actions
🔄 Priority Setup
⚙ Priority API Connection
📋 Sync History
DateTypeStatusFetchedCreatedUpdatedErrorBy
No sync history
✉ Email Settings (SMTP)
⚙ SMTP Server Configuration

When an agent saves a new quote, WhatsApp opens with a ready-made message to this number. Leave blank to disable.

Gmail Setup:
1. Go to Google App Passwords
2. Create an App Password for "Mail"
3. Use the 16-character password as SMTP Password
Host: smtp.gmail.com | Port: 587 | TLS: Yes
When enabled, an email is sent for every successful login to (one alert per user every 120 seconds).
📡 Scheduled Tasks (Watchdog)

🗑 Delete Selected Quotes

Select a company, then mark quotes for deletion. The deletion includes all quote lines and related data.

Quotes that did not reach their destination — returned mail (NDR / Bounce)
Bounces List
0 records
Date Quote Customer Company Recipient Type Reason Status Actions

⚠ Danger Zone — Data Deletion

These actions are irreversible! Make sure you have a backup before performing any action.

🔧 Issue Reporting
Report problems using the system and track the handling status
# Subject Category Priority Status Date 📎 💬

✅ Equipment Approval