View the list of quotes

To view the list of requests for a quote, go to Quotes (see Navigation).

The list includes the following columns:

  • ID — the unique identification number of a request for quote as a link to its page (see View quote details).
  • Name — the name of a request for quote as a link to its page.
  • Account — the name of the linked account as a link to its page (see Viewing and updating account's details).
  • Created at — the date and time when a request for quote was created.

You can filter the list of requests for a quote by every column and the following additional parameters:

  • User — the name of a customer's user who created a request for quote.