Quotes
Quote History
View and manage the complete history of your quotes.
Quote History Summary
Search & Filters
Find quotes by customer, status, date, reference or amount.
Quote History
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| Quote # | Customer | Lead / Reference | Amount | Created | Last Updated | Status | Actions |
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About Quote History
Quote History contains your previously created and processed quotes, including draft, sent, accepted, rejected, expired and cancelled quotes.
- Use the filters to quickly locate a specific quote.
- Open a quote to view its complete details, items, pricing and status history.
- Quotes that are no longer active remain available here for reference and reporting.
- Create a new quote whenever you need to send a fresh quotation to a customer.