The Quotes page lists every quote in your organisation, 25 at a time.
Searching and filtering
- Search: type part of a title, a quote number, a client name, or a contact's name or email address.
- Progress: Active (the default), On hold or All. Quotes marked Complete or Dismissed only appear under All. See Quote statuses and progress.
- Owner: Everyone or Me.
- Show: tick Live now for quotes a customer has open at this moment, Archived to see archived quotes, or Deleted to see deleted drafts.
- Status tabs: All, Draft, Editing, Sent, Accepted, Declined, Expired and Withdrawn, each with the number of matching quotes when there are any.
On All, quotes are grouped by status in that order, each group under a coloured heading with its count. Click a column heading (Quote, Customer, Status, Viewed, Owner, Updated, Total) to sort; click again to reverse the order. Sorting applies within each group.
Reading a row
The Viewed column shows Viewing now while a customer has the quote open, Viewed (or Viewed 3 times, and so on) with how long ago, or Not opened. Under the title, a count of unanswered questions and a Follow up marker appear when relevant. Quotes in another currency also show their value in your base currency under the total.
When you open the list from a client's page, a Client filter appears next to the status tabs; click the ✕ to clear it.
Bulk actions
- Click Bulk edit.
- Tick the quotes you want, or use the checkbox in the heading to select every quote on the page.
- Open With selected and choose an action: Put on hold, Mark as active, Complete (accepted quotes only), Dismiss follow-ups, Delete drafts, Archive or Unarchive. With Deleted ticked, Restore brings deleted drafts back.
- Click Done when you have finished.
Quotes an action does not apply to are skipped; for example, Delete drafts leaves sent quotes alone.
Exporting
Export CSV downloads the quotes that match your current search and filters, ready for a spreadsheet.
See also
Last updated 19 October 2026