The Quotes tab can be used: 

  • To search and locate a quote or group of quotes
  • To action a quote
  • To bulk action quotes
  • To export a quote list

Note: Access to these functions will vary based on the user's security settings.

Searching Quotes

Note: Clicking on the spyglass icon will toggle the search filter panel to hide or display. 

Step     Action
 1.        Select {Quotes}. The page should open on the Quotes tab.

 2.         The search criteria that can be used include:

Quote NumberEnter full Quote Number.
Quote NameEnter in the full or partial Quote Name.
Customer NameEnter in the full or partial Customer Name.
Customer NumberEnter in the full or partial Customer Number.
Contact NameEnter in the full or partial Contact Name.
StatusSelect some Status options from the drop-down menu.

Note: Statuses are an easy way to visually identify what is occurring/has occurred on an order at-a-glance when you are searching. They appear as small colorful icons under the status column.
Quote Approval StatusSelect some Quote Approval Status options from the drop-down menu.
ReceiverSelect a Receiver option from the drop-down menu.
Sales RepSelect a Sales Rep option from the drop-down menu.
CSRSelect a CSR option from the drop-down menu.
Quote DateSelect a Quote Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.
PO NumberEnter in the full or partial PO Number.
TagsSelect some Tags options from the drop-down menu.

Note: Tags are a great way to organize your quotes for search purposes. You can create as many tags as you need and you can add them to any quote or quote item you might search for in the future. (See Tags - Order Tags)
Has BalanceSelect Yes or No if the order has a balance.
TotalSelect a range for the order Total by entering a value in the Low and High fields.

 3.        Once Search criteria has been entered, select {Search}. To clear all search

            criteria, select {Clear}.

Note: If there is a specific set of search criteria you use often, it's possible to save it in the 

form of a Smart List for future searches. (See General - Smart Lists)

Quote Actions  

To open the sub-action menu, click on the vertical ellipses for a quote and then select an action from the drop-down.


This opens to Edit Quote modal for this quote. For more information, see Quotes - Editing a Quote.
Lost/Back to ActiveThis allows for you to mark a quote as Lost/Back to Active

  • The Back to Active option is only visible on lost quotes.
Add a NoteThis opens the New Note modal.
Add a TaskThis opens the New Task modal with Related To field set to this quote.
Print QuoteThis opens the Document modal for this quote.
Email QuoteThis opens the Email modal with an attached Quote .PDF for this quote.
RequoteThis creates a new quote based on this quote.
Convert to OrderThis converts the quote to an order.

For information on Bulk Actions, see Quotes - Bulk Actions.

For information on Exports, see Quotes - Exporting Quotes.