How to find quotes, filter the list or export it

Name: Arkon One: How to find quotes, filter the list or export it
Duration: 54 s
Description: How to find quotes, filter the list or export it. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to create or update a quote from a design →

How to find quotes, filter the list or export it. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open Quotes.
Search by quote number, project name or customer; filter by Status and Customer, then press Filter.
Press Export for CSV, Excel or PDF.

Tip

The default view (All current) hides Superseded revisions; pick that status to see them. The cards at the top (Drafts, Awaiting answer, Accepted, Acceptance rate, Expiring in 7 days, Pending approval) are shortcuts to filtered lists.

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