You are able to view your Quotes in both the Web Portal and in the App.

To view your Quotes in the Web Portal > CRM > Quotes, various filters can be used to search for a particular quote.




On the App > Accounts > Quotes > you can use the tabs at the top to filter between All, Open, Accepted, and Lost, and also the search bar to narrow down a particular quote that you are looking for. 




Quotes are also visible through the CRM on a contact card, if you want to view the Quotes for a particular Client.


In the Web Portal go to CRM > Contacts > search and select the Edit arrow for the desired Contact > Accounts icon > Quotes.





In the App, go to CRM > Select the Contact > Calculator icon > Quotes > search options include quote status (open, accepted, lost).


You can also create a new quote by selecting the + symbol in the bottom right.