See and browse all your quotes
The Quotes page lists every quote for your business. Each row shows the quote's external ID, status, amount, customer, property, who created it, and when it was created. Click any row to open that quote.
The Active tab is selected by default, keeping expired and canceled quotes out of the main list. Select All to include every quote, or use Draft, Unsigned, Expired, Signed, and Void to narrow the list. The New Quote button in the top right starts a new one. A search box ("Filter by ID, customer, or property") narrows the list by quote ID, customer name, or property, and you can also ask Essential to find a quote by customer name, property, description, or line item.
Essential recognizes Expired as its own quote status, so you can also ask it to find, count, or summarize expired quotes.
Where to find it: Quotes page (main navigation, Quotes)
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