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DocsQuotes List
View, filter, and manage all your sales quotes
List View
The quotes list gives you a centralized view of all sales quotes in your CRM.
The quotes page displays all your quotes in a sortable, filterable table. Each row provides key information at a glance including the quote number, associated company, current status, and total value. Use this page to track quotes through their lifecycle from draft to acceptance.
Columns
Information displayed for each quote in the list.
- Quote # — The unique quote number, displayed in monospace font for easy identification.
- Title — The descriptive title of the quote.
- Company — The associated company, shown with its avatar.
- Status — A color-coded badge showing the current quote status.
- Total — The total value of the quote, formatted with the appropriate currency symbol.
- Expiry Date — The date the quote expires, after which it can no longer be accepted.
- Owner — The user who created or is responsible for the quote.
- Created — The date the quote was first created.
Quote Statuses
Understanding the lifecycle stages of a quote.
- Draft — The quote is being prepared and has not been shared with the customer yet.
- Pending Approval — The quote has been submitted for internal approval before it can be sent.
- Approved — The quote has been approved internally and is ready to be sent to the customer.
- Sent — The quote has been delivered to the customer via email or public link.
- Viewed — The customer has opened and viewed the quote.
- Accepted — The customer has formally accepted the quote, optionally with a signature.
- Rejected — The quote has been rejected (either by an internal reviewer during the approval workflow, or because the customer formally declined it after it was sent). A rejection comment is captured and stamped with the rejecter's identity and timestamp. Rejected quotes can be revised into a new draft — see Revising a rejected quote below.
- Declined — Legacy customer-decline status. New declines on internal approval paths now land as Rejected.
- Expired — The quote passed its expiry date without being accepted.
- Revised — A new revision of this quote has been created. The parent stays at Revised; the new draft carries the next revision number.
Revising a Rejected Quote
Create a new draft from a rejected quote with the parent's line items and an audit-trail snapshot.
When a customer rejects a quote, you can revise it into a fresh draft instead of starting from scratch. The Revise quote button appears on the quote detail page only when the current quote is in Rejected status. Clicking it creates a brand-new quote in Draftstatus with the parent's company, contact, opportunity, line items, pricing, terms, and branding pre-filled, and bumps the revision number by one (Rev 2, Rev 3, …). The new title appends the revision marker, for example “Q1 Pricing (Rev 2)”.
What the revision carries forward
- Company, contact, opportunity, and assignee
- All line items, pricing, discounts, taxes, and deposit configuration
- Currency, expiry date, notes, internal notes, terms & conditions
- Branding — header, footer, logo, primary color
What the revision resets
- Status returns to Draft
- Rejection reason, comment, and timestamp are cleared
- Signature and sent-state fields start blank
- The issue date is set to today
Search
Find quotes quickly using the search bar.
The search bar at the top of the quotes list searches across multiple fields simultaneously. Start typing to filter results in real time. The search matches against:
- Quote title
- Quote number
Filters
Narrow down the quotes list using filters.
Available Filters
- Status — Filter by any combination of quote statuses (Draft, Pending Approval, Approved, Sent, Viewed, Accepted, Declined, Expired, Revised).
Sorting
Change the order of quotes in the list.
Click any sortable column header to sort the list. Click again to toggle between ascending and descending order. The following sort options are available:
- Created Date — Sort by when the quote was created (default, newest first).
- Title — Sort alphabetically by quote title.
- Total — Sort by the total value of the quote.
- Expiry Date — Sort by when the quote expires.
- Status — Sort by current status.
Quote Templates
Use templates to standardize your quotes.
Quote templates let you predefine terms and conditions, notes, colors, and default values that are applied when creating new quotes. Templates help maintain consistency across your team and save time when generating proposals. You can select a template during quote creation to auto-fill these standard fields.
Template Settings
- Terms & Conditions — Standard legal terms applied to the quote.
- Notes — Default notes or additional information included with the quote.
- Colors — Brand colors used in the quote PDF and public link.
- Defaults — Pre-filled values such as currency, payment terms, or validity period.