The Quotes Page gives you access to all quotes & bookings within the system & allows you to search & filter to find what you’re looking for.
The quotes page shows a list of quotes and bookings within the system. A default filter is applied when you open the page to show quotes and bookings with a trip happening on the current day.
To select a different filter, click on the Filter icon at the bottom of the page.
This will open the Filter pane with the following options:
If you know the quote number you’re looking for, you can type the quote number in the search box at the top of the page. If the quote is on the current day, all other quotes will be removed from the list page, leaving only the quote you were looking for. If the quote is not on the current day, you can click the Ignore Filters checkbox which will clear the default date filters & show your quote, no matter which day it’s on.
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