How to filter your quotes?

By | August 24th, 2015|

First, get to your quotes. Then, click on Filters and use the relevant filter. You can download this report to Excel by clicking the Mail button.

How to mark your quote as Secured?

By | August 5th, 2015|

Get to your quote and then click on Quote Status and then Secured.

How to revert a quote to Pending status?

By | August 5th, 2015|

To revert your quote to a Pending status, get to your quote and click on the Revert to Pending button:

How can I void my quote?

By | July 29th, 2015|

First, get to your quote. Then click on the Void [!] button

Quote Status Cheatsheet

By | July 29th, 2015|