Quote List

The Quote List (Quote Maintenance) page allows you to view, filter, and manage quotes created from RFQs or directly.

Key components

• Search bar - search quotes by customer, quote number, reference, or other keywords
• Reset button - clears any applied filters
• Status filters - options such as Open, Closed, Deleted
• Badge legend (visual indicators, not filters), for example:
• Review Complete
• Ready to Review
• Priority
• Need By Date Passed
• Easy Quote / Hard Quote / Quick View

Quote table

Typical columns include:

• Quote number
• Quote Date
• Need By Date
• Customer / Site
• Amount
• Quote Owner
• Purchasing Contact
• Actions

Click a Quote number to open the quote record.

Best practices

• Monitor open quotes for timely customer follow-up.
• Use filters to find expiring or high-value quotes.
• Confirm the purchasing contact before sending the formal quote.
• Use Need By Date indicators to prioritize urgent opportunities.