Click the “Filters” button on the main quotes page. You can filter by Period (Current year, month, or custom date range), Status (Draft, Sent, Approved, etc.), Customer Name, or view only quotes “Assigned to me.”
Click the “Filters” button on the main quotes page. You can filter by Period (Current year, month, or custom date range), Status (Draft, Sent, Approved, etc.), Customer Name, or view only quotes “Assigned to me.”