You can view all quotes in your workspace by navigating to the Quotes section in the sidebar.
It gives you a central place to create, view, and manage quotes for your clients. You can quickly find quotes using search and filters, check their status, and keep track of quotes from creation through acceptance.
In this article, you’ll learn how to navigate the Quotes page and use its available tools to manage your quotes.
At the top of the Quotes page, you’ll see counters for the different quote statuses, such as Sent, Accepted, and Draft. Click a status to filter the list and show only quotes with that status.
To clear the filter, click the selected filter next to the search field, then click the reset arrow button.
You can use the available search, filtering and sorting options to find specific quotes more easily.
Search Quotes
Use the search field to find a quote by name. Start typing your search term and press Enter to apply the search.
To clear the search, click the X in the search field.
Filter Quotes
Use the filters next to the search field to narrow down your quotes.
Amount
The Amount filter lets you find quotes based on their total amount.
Choose a comparison rule:
None
Equal
Greater than
Less than
Greater than or equal to
Less than or equal to
Then enter the amount you want to use for the comparison.
Status
Use the Status filter to show quotes with a specific status. You can search for a status or select one from the available options:
Draft
Sent
Accepted
Expired
Voided
Client
Use the Client filter to find quotes for a specific client. You can search for a client or select one from the list of available clients.
Author
Use the Author filter to find quotes created by a specific team member. You can search for a team member or select one from the list.
Date Created
Use the Date Created filter to find quotes created within a specific period.
You can choose from:
Last 7 days
Last 4 weeks
Last 3 months
Last 12 months
Custom Date
With Custom Date, you can select a specific date range from the calendar.
Create a Quote
Click Create Quote to open the quote creator and start creating a new quote.
To learn more about creating quotes, see How to Create and Use Quotes.
Quotes List
The quotes list displays all quotes in your workspace along with key information about each one, including:
Quote – The quote name or number.
Status – The current status of the quote.
Client – The client associated with the quote.
Amount – The total quote amount.
Author – The team member who created the quote.
Created – The date the quote was created.
Grid/List view - Click to switch between the different view.
You can sort the quotes by any of the available columns.
Click a column header to sort the list by that field, and click it again to switch between ascending and descending order.
An arrow next to the selected header indicates the current sorting direction.
At the bottom of the quotes list, you’ll see the total number of quotes currently displayed, for example, “1–4 of 4.”
This shows which quotes you’re viewing and how many quotes are available in total.
If there are more quotes than fit on one page, the controls there can also be used to move between pages.
Bulk actions
Hover over the quotes list header to reveal the checkbox on the left that lets you select all quotes. Once selected, the search and filter options are replaced with bulk actions:
Move
Archive
Move to Trash
X selected — shows the number of selected quotes
All quotes will be selected. You can deselect individual quotes, and the selected count will update automatically.
Individual quotes
You can also select quotes individually. Hover over a quote to reveal the checkbox on the left. Once selected, the same bulk actions will appear.
When you hover over an individual quote, a More options (three-dot) button appears on the right. It includes:
Edit
Duplicate
Move
Download
Copy Link
Share
Archive
Move to Trash
Click any quote in the list to open it and view its full details.
Have more questions? Contact support.