Quotes: Finding


To search for a quote:

  1. Click Clientele > Quotes > Find Quotes. The Customer Quote Customers screen will appear.
  2. Enter criteria to select a specific customer, or leave blank for all, then click OK.
  3. A list of matching Quotes will be displayed.  
    Expired quotes will be highlighted with an expiration date in RED
  4. Use the buttons at the bottom to Delete, Edit, Add, Print, or Add to Sale.

 

Updated on Wed, 04 Feb 2026 by Nathan Brown

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