Filtering Sales Quotes On The Sales Quote Dashboard


Another useful feature that you will find in the Sales Quote Dashboard is sales quote filtering. There are various types of filters available on the Sales Quote Dashboard.

Filter Sales Quotes by Status

You can view a list of sales quotes matching only the status or statuses selected using this filter. For example, you could click the CREATING filter to see only those sales quotes or click several statuses together and see all those combined sales quotes. Clicking the status again will "unselect" it from the filter view. Having all the status boxes selected or unselected is considered the same, the Sales Quote Dashboard will show all sales quotes in both cases.

Adjust paging

Using this filter, you can set the number of sales quotes displayed per page on the Sales Quote Dashboard:

Filter sales quotes based on a date period

You can also view a list of sales quotes created between a certain date range, click the Proposals between date range field and in the pop-up, set the start and end dates you are interested in:

Show / Hide columns in the Sales Quote Dashboard

You can show or hide columns on the Sales Quote Dashboard, click the Visible Columns button, and a list of the available data columns will be displayed. As you select or deselect them, they are dynamically added or removed from the Sales Quote Dashboard view:

Filter by value in one or more columns

When you click on the Filter button on the right side of the Sales Quote Dashboard, you will see the filter fields underneath each column heading. Now, you can filter your sales quotes by entering text into a filter field, and the appropriate matches will then be automatically displayed.

Related User Guide Topics

Bulk update Sales Quote Status to Lost
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Bulk Delete Sales Quotes
11 Mar 2021
When a Sales Consultant is very actively and sending many sales quotes to customers, the Sales Quote Dashboard can quickly become full of sales quotes that have not eventuated in a successful sale.  There is a very useful tool in the Sales Quote Dashboard to quickly select multiple sales quotes and update the status to "Lost" in one easy operation.
Revising a sent Sales Quote
28 Nov 2019
There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it
Customer Address Book
30 Oct 2019
The Customer Address Book feature allows all Sales Consultants to save customer contact details.  When a customer is saved to the Customer Address Book QuoteCloud will automatically complete customer details when creating sales quotes. 

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