The Quotes page lists your quotes and is where you start a new one. Open it from Quotes > My quotes in the left navigation. The count beside the heading is the number of quotes in the current view. The controls are described below in the order they appear.
Scope
My quotes and All quotes, at the top right, switch between your own quotes and your whole organization's. Default: My quotes.
The three figures
|
Figure |
Description |
|---|---|
|
Action needed |
Quotes "Awaiting response". |
|
Acceptance rate |
"Accepted vs closed". |
|
Open value |
The combined value of open quotes, with how many are in draft. |
Status tabs
All, Draft, Sent, Accepted and Closed, each with its count. Closed collects Declined and Expired quotes. Select a tab to show only quotes in that state.
Other controls
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Show archived — switches to your archived quotes. The status tabs are unavailable while it is on.
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Search quotes… — matches the quote name, reference, customer or owner as you type.
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Filter — opens a panel to narrow by Quote template, Customer, Owner, Value (a minimum and a maximum), or the Manufacturer of the products on the quote's lines. Each active filter appears as a chip that you can clear one at a time or all at once.
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Most recent — the sort order. Options: Most recent (default), Valid until — soonest first, Highest value, Lowest value.
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Page size — at the foot of the list, 5 (default), 10, 25 or 50 quotes per page. The foot also reads, for example, "1–2 of 2 quotes".
Sort, filters, page size and the archived setting are remembered on the device you are using.
Quotes list columns
|
Column |
Description |
|---|---|
|
Name |
The quote name and its version chip. A quote with more than one version carries an expander — for example 3 versions — that opens the family. |
|
Quote # |
The quote reference, for example QUO-2026-0018. Every version of a quote shares it. |
|
Customer |
The customer the quote is for. |
|
Value |
The quote total in the quote's currency, for example AED 29,304.63. |
|
Valid until |
The expiry date, or a dash if none is set. |
|
Updated / Sent |
When the quote last changed. Once sent, the column shows the sent date instead. |
|
Owner |
Who the quote belongs to. |
|
Status |
Draft, Sent, Accepted, Declined, Expired or Archived. |
|
Material match |
Matching while matching runs, then Ready for review, with how many lines have matched out of the total. |
Row actions
Select a row to open the quote. The row's menu offers creating a new version, duplicating the quote (see C2.9), and archiving it. An archived quote can be restored from the archived view.
To find the quotes for one customer that expire soonest
Procedure
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In the left navigation, select Quotes > My quotes.
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Select Filter, choose the customer under Customer, and apply.
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In the sort control, select Valid until — soonest first.
The list shows that customer's quotes with the earliest expiry first, and Open value reflects only those quotes.