Find and manage quotes

Use the Quotes page when you need to manage proposals, track acceptance, and review quote records before they move to the next customer or billing step.

Use quote metrics

The quote dashboard starts with a date range selector and activity cards for quotes created, quotes sent, quotes accepted, converted, conversion rate, pipeline, and won amount. Use these numbers as a quick view of quote activity for the selected period.

Search and filter quotes

Use Search quotes, customers to find a quote by quote details or customer. Use All Statuses to narrow the table by status, and use sort controls such as Newest First to change table order.

Read the quote table

The quote table includes quote number, customer, status, source, quote date, valid-until date, total, and actions. Customer rows can show contact context, status can include Accepted, source can include Manual, and totals appear in the quote currency.

Create a new quote from the dashboard

Choose New Quote from the top of the Quotes page when you need to create a new proposal or estimate instead of opening an existing row action.