Archived Quotes.

Modified on Wed, 3 Apr at 6:11 AM



The Archived quotes page shows all the quotes that have been deleted, rejected, and have been successfully converted to a job. No other actions can be taken from this page except for the ability to download the quote as a PDF. 


Accessing the Archived Quotes section 


To access the Archived Quotes page, navigate to Operations → Quotes → Archived quotes.





1. Filters - You can filter the archived quotes by the contact information. You can also filter the archived quotes through the date they were created. 


2. Status - The status column shows the status of the archived quote. As mentioned in the overview, any quote that was rejected, already scheduled, or deleted will be shown here. 


3. Actions column - There are no other actions that can be taken in the Archived Quotes section except for the ability to download the quote as a PDF. Click on the cloud icon to download the PDF version of the quote.  


You can also create a new quote through the Archived Quote page by clicking on the New quote button at the top-right corner of the page. 


 

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