View a Quote
Tap > Quotes to open your quotes list. Your quotes that are in progress will display in this list with the most recent at the top. Each quote contains an indicator of whether the quote is a simple or detailed quote, as well as shows the status and substatus, if applicable. From here, tap the quote you would like to view. |
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Search quotes
If you know some of the details of the quote, you can search for it.
Quotes matching your search terms will be displayed. Filter By Tap (Filter By) to select a different quote status before searching. |
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Viewing Quotes in other statuses
The default status when viewing quotes from the Quotes List is In Progress. To view quotes in other statuses (e.g. Approved or Pending Approval) from the Quote List:
Acceptance Status sub filterIf you select Approved, this will give you an additional filter to let you filter by your acceptance statuses. List of Quote statuses:
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