Another useful feature that you will find in the QuoteCloud dashboard is proposal filtering. There are various types of filters available on the dashboard.

Filter proposal by status

Using this filter you are able to view a list of proposals matching only the status or statuses selected. So you could click  "CREATING" to see only those proposals or you could click several statuses togehter and see all those proposals combined. Clicking the status again will "unselect" it from the filter view. Having all the status boxs selected or unselected is considered the same, the dashboard will show all proposals in both cases.

Filter proposal paging

Using this filter you can set the number of proposals displayed per page on the dashboard:

Filter proposals based on a date period

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

Show / Hide columns in the dashboard

You can show or hide columns on the dashboad too, click the "Visible Columns" button and a list of all columns available will be displayed. As you select or deselect them they are dynamically added or removed from the dashboard view: 


Filter by value in one or more columns

When you click on the filter button, on the right side of the dashboard page, you will see the filter fields underneath each column heading. Now, you can filter your proposals by entering any text into a the filter box and appropriate matches will then be automatically displayed.