# Send Accurate Quotes Fast > **Source**: [Chargebee](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast) > >

Generate quotes for prospects and convert them into subscriptions. Ideal for sales and support teams.

## Browse Collection 1. [How to Create Quotes in Chargeee? ](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee.md) (Video) 2. [How to View Quotes in your Workspace?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace.md) (Video) 3. [How to Extend the Expiry Date of a Quote?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote.md) (Video) 4. [How to Email a Quote to Your Customer?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/i47BKNs3jpo-how-to-email-a-quote-to-your-customer.md) (Video) --- # VIDEO: How to View Quotes in your Workspace? ## METADATA - id: Jx1Wi3ntkIW2493w4FFffg - type: video - source: Chargebee - content_url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace - collection_url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=0 text: In this video, let's see how to view quotes in your Chargebee workspace. - time: 00:04 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=4 text: To view all the quotes in your workspace, - time: 00:06 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=6 text: move to quotes in the left menu. - time: 00:09 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=9 text: To view quotes associated with a particular customer, - time: 00:12 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=12 text: open a customer record and you will find it under the history tab. - time: 00:18 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=18 text: Similarly, - time: 00:19 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=19 text: to view all quotes associated with a subscription, - time: 00:22 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=22 text: open a subscription record. - time: 00:24 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=24 text: You will find all the quotes created under the history tab. - time: 00:29 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=29 text: These are all the different statuses of a quote. - time: 00:32 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=32 text: This is an open quote, which means it's been sent to a customer, but the customer has yet to accept it. - time: 00:39 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=39 text: This is a declined quote. - time: 00:41 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=41 text: This is an accepted quote, which means the customer has accepted, and they are about to be invoiced. - time: 00:48 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=48 text: This is an invoiced quote where the customer accepted the quote and an invoice has been sent from Chargebee. - time: 00:55 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=55 text: There are two different options to view a quote. - time: 00:58 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=58 text: Open a quote, click on view as PDF. - time: 01:01 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=61 text: Here, you can find two different view options. - time: 01:05 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=65 text: Choose the consolidated view. - time: 01:07 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=67 text: This is a consolidated - time: 01:09 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=69 text: quote where you can see all the charges applicable through the lifetime of this subscription. - time: 01:15 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=75 text: Let me go back to the detailed view. This is an example of a detailed quote. You have a detailed breakdown of - time: 01:21 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=81 text: charges applicable in each billing cycle through the lifetime of a subscription. - time: 01:27 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=87 text: We recommend that you use the detailed view in cases where coupons or addons are applied differently through the subscription - time: 01:33 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=93 text: lifetime. - time: 01:34 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace?start_time=94 text: Thank you for watching. ## SUMMARY # How to Navigate and Manage Codes in Your Workspace In this guide, we will explore how to efficiently navigate and manage codes within your workspace. Follow these steps to get a comprehensive understanding of the process. ## Viewing Codes in Your Workspace 1. To view all the codes in your workspace, navigate to **Codes** in the left menu. Here, you can see all the codes that have been created. 2. To view codes associated with a particular customer, open the customer record and locate the codes under the **History** tab. 3. Similarly, to view all codes associated with a subscription, open the subscription record and find all the codes under the **History** tab under **Codes**. ## Understanding Code Statuses - **Open Code:** This indicates that the code has been sent to a customer, but the customer has not yet accepted it. - **Declined Code:** This status shows that the customer has declined the code sent to them. - **Accepted Code:** This means the customer has accepted the code and they are about to be invoiced. - **Invoiced Code:** This status indicates that the customer accepted the code and an invoice has been sent. ## Viewing Code Options There are two different code view options available: 1. **Consolidated View:** This view provides an overview of all the charges applicable for a subscription across their billing term. 2. **Detailed View:** This view shows the charges applicable at the time of code acceptance, including details of different coupons and add-ons across various billing cycles. We recommend sending the **Detailed View** to a customer when there are different coupons and add-ons on different billing cycles. Thank you for watching.