The dashboard and where everything lives

Read time: 4 minutes. Last updated: June 20, 2026 Who it's for: Merchants finding their way around QuotWay - what the dashboard shows, how to spot quotes that need a reply, and where each feature sits in the app nav.

When you open QuotWay you land on the dashboard. This article is the map: what the dashboard summarizes, how the "needs attention" view keeps you from missing a buyer, and where to click for every feature.

What the dashboard shows

What's on the QuotWay home screen? The dashboard is your at-a-glance summary of quote activity:

• Pipeline snapshot - open quotes and their combined value, so you know what's in flight.
• Recent activity - the latest requests, proposals, acceptances, and conversions, newest first.
• Headline metrics - conversion rate and response time across a recent window, so you can see how the program is doing without leaving the page.

The dashboard is read-only - it's a starting point. Selecting any item takes you to the quote or section behind it.

The "needs attention" view

How do you know which quotes need you? The dashboard surfaces a needs attention view: quotes waiting on a merchant action - new requests with no proposal yet, accepted quotes not yet converted, and anything flagged (for example, a quote whose buyer email bounced). Work this list top to bottom and nothing slips.

Each row links straight into the quote, so you can reply, send a proposal, or convert without hunting through the full list.

Where each feature lives in the nav

Where do you find a given feature? The left-hand nav groups everything. Some items appear only on the plan that includes them, or for staff roles with access.

• Quotes - the full list of every quote, filterable by status (PROPOSAL_SENT, FULLY_ACCEPTED, FULLY_CONVERTED, and more). Open a quote here to send a proposal, review a counter-offer, or convert. This is also where Create quote lives for merchant-started quotes.
• Approvals - set up who must sign off before a proposal goes out or before a buyer's acceptance is final. Approval workflows are a Professional+ feature.
• Automation - build When → If → Then rules: auto-send a proposal, auto-decline, auto-assign, send follow-ups, or auto-accept under safe conditions.
• Quote button - control where the Request a quote button appears (product pages, cart) and how it's targeted to products and customers.
• Quote form - choose the fields buyers fill in, add custom fields, and arrange the layout.
• Analytics - pipeline value, conversion rate, and response time. Every plan sees a recent 7-day view; date ranges and CSV export are a Professional+ feature.
• Settings - everything else: staff and roles, PDF branding, notifications and sender name, buyer experience, multi-currency, attachments, and data retention.

💡 Don't see a nav item? Some features are plan-gated, and some are hidden from staff roles that can't use them. Check your plan in Settings → Billing, and your role with an admin.

A note on staff and roles

Why might two people see different navs? QuotWay uses role-based access. Anyone who opens the embedded app is set up as an admin by default; an admin can downgrade other staff in Settings → Staff. A staff member with a limited role sees only the sections their role allows - so the nav adapts to who's signed in.

Related articles

• Getting started with QuotWay - install and finish the onboarding wizard.
• Your first quote in 5 minutes - run a full quote loop end to end.
• Create a quote yourself - start a quote from the admin.