How to Search and Filter My Quotes

Optimize your workflow by quickly finding the quotes you need.

Search by number, client, or company:

1. In the "Quotes" section, use the search bar.
2. Enter the quote number, the client's name, or the company's name.
3. The results will update showing the matches.

Filter by period or date:

1. Click on the "Filter" icon.
2. Select the date range or specific period.
3. Apply the filter to see the corresponding quotes.