How does the system filter quotes by payment method to make choosing a vendor easier?

In Jestor, the quote approval list lets you filter proposals received by payment method — such as Pix — as well as by status and vendor, making it faster to find the quote that best fits the desired terms.

How the payment-method filter helps in the decision

Opening the list of quotes tied to an order, you can apply a filter to display only the proposals that accept the desired payment method. With the filter active, only compatible quotes remain, making it easier to compare values and quickly choose the most favorable one within the payment terms the company intends to use.

Available filter	What it's for
Payment method	Shows only quotes compatible with the desired terms
Quote status	Separates quotes under review from ones already decided
Vendor	Lets you find quotes from a specific vendor

How to use the filters when comparing quotes

Go to the approval list and select the desired order.
Apply the payment method filter — for example, Pix.
Compare values among the quotes that remain after filtering.
Choose and accept the most favorable quote within the defined payment terms.

Why choose Jestor

Faster comparison: filters rule out incompatible options before the price analysis even begins.
Simple quote registration: vendor, value, attachment, and payment terms all live in a single form.
Recorded decision: the accepted quote is automatically linked to the order, with the full history of the other proposals.

Can the payment method filter be combined with other filters?

Yes, the payment method, status, and vendor filters can be used together to further refine the search.

Do quotes with a different payment method than desired disappear from the list when the filter is applied?

Yes, once the filter is turned on, only quotes compatible with the chosen payment method remain visible.

Is the quote's attachment also available in the approval list?

Yes, each registered quote can have an attachment linked to it, available alongside the vendor's other information.

Reference video

Check out more hands-on tutorials on the Jestor YouTube channel.

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