For the complete documentation index, see llms.txt. This page is also available as Markdown.

Filter quotes by status

Above the quotes table is a row of status tabs: Active, All, Draft, Unsigned, Expired, Signed, and Void. Active is the default and shows every quote except expired and voided quotes. All includes every quote, including Expired and Void. Click another tab to narrow the list. Draft quotes are still editable, Unsigned quotes have been sent and can still be signed, Expired quotes are past their Valid through date, Signed quotes have been accepted by the customer, and Void quotes were canceled.

An expired quote appears under All and Expired, not under Active or Unsigned. Reactivating it moves it back to Active and Unsigned.

Where to find it: Quotes page, the status tabs above the table (Active, All, Draft, Unsigned, Expired, Signed, Void)

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