The Quotes page is your central hub for tracking and managing all quote activity across your business. This guide covers how to search, filter, customize your view, and navigate your quote records.
Top navigation controls
At the top right of the Quotes page, you'll find the primary action button:
- Create Quote: Opens a new draft quote form.
Search bar
Use the central search bar above the list to quickly locate specific quotes. The search bar matches text across:
- Quote number (e.g.,
QUO-107) - Client / customer name
- Client email address
Filtering options
Click the Filter icon (funnel button) to open the Filters side panel:
- Status: Filter by specific document statuses.
- Date Sent: Filter records by delivery date using the drop-down menu (e.g., Any Time or specific date ranges).
Click Apply Filters to update your view, or click Clear All to reset filters.
Views and table settings
Customize how your quote data is displayed using the controls to the right of the search bar.
Column customization
Click the Gear icon to open the Column Settings panel:
- Show/hide columns: Toggle checkboxes to show or hide Client, Status, Valid Until, Amount. (Note: Quote # is mandatory and cannot be hidden).
- Reorder columns: Click and drag the handle icons next to any column to change its position in the table.
- Click Done to save your layout.
View toggles
Switch between layout styles depending on how you like to work:
- List View (Horizontal lines icon): A dense table view built for fast scanning and detailed column views.
- Card View (Grid icon): A tile-based visual view displaying key details (Quote #, Client Name, Status badge, and Total Amount) on individual cards.
Quick actions
Click anywhere on a quote row or card to open its full details page. You can also click the three dots (...) menu on any individual item row or card to access quick actions (such as resending, voiding, or downloading a PDF).
