Quote History Summary

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Quote History

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Complete quote history
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  • Quotes that are no longer active remain available here for reference and reporting.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.