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  2. Quotes
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  • How do I save my changes while in Edit Mode?
  • Can I see a preview of the quote while editing it?
  • What information is stored in the "Client details" section of a quote?
  • How can I visually identify a refused quote?
  • How do I "Refuse" a quote if a client does not want to proceed?
  • What happens after I confirm a duplication?
  • Why would I use the Duplicate feature?
  • Can I delete multiple quotes at once?
  • What actions can I perform on a quote from the main list?
  • How do I create a new quote from scratch?
  • See more

How do I find a specific quote?

Jonathan Pauwels
January 23, 2026 10:43

You can use the Search bar at the top of the list to search by name or quote number, or click the Filters button to narrow down the list by date or status.

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