Indicators
The indicators are calculated on the quotes that match the current filters, so you can use the filters to analyze a period, an owner, or a status.Columns
Click a column header to sort.
Filters
- Search…: finds quotes by number, customer, or title
- Date: filters on the creation date with presets (Current week, Previous week, Current month, Previous month, Current quarter, Previous quarter, Current year, Previous year). Click Apply to filter or Clear to reset
- Status and Owner: select one or more values
- Total: enter a Min amount and/or Max amount, then click Apply
Row actions
Click a row to open the quote, or use the ⋯ menu at the end of the row. The actions depend on the status and your permissions:
Users with read-only access only see the viewing actions.
Related
Create a quote
Start a new quote from the list
Change a quote status
Status actions from the list
Quote lifecycle
What each status means
Quote anatomy
The quote editor