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How To View Your Own Quotes List

Feb 26 2026

How To View Your Own Quotes List

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1. Navigate to Sales >> Quotes >> My Quotes
2. The report defaults to a list of your open quotes.
3. You can also view quotes that are pending, closed, or all quotes at once.
4. If a column head has blue text, it means you can filter the report by that column.
5. Simply click on the blue text at the top of the column.
6. You can filter this list by ascending or descending dates that quotes were created on.
7. You can also search by quote number, which will pull up your specific quote.