Understand the Quotes page

See every quote and what stage it has reached, and then open, send or convert it.

Table of Contents

Open Money, then Quotes.

Search by quote name.
Filter by Quote status.
Use Edit Columns for details like Quote Amount, Date signed and Last viewed.
Open a row's menu for View, Copy link, Send Quote, Clone and Convert to invoice.

If it's not there, turn quotes on under Setup, Business details, Features.

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