📋Quotes & Proposals
Managing your quotes
How to organise, filter and track all your quotes from the quote list.
3 min read
·Updated 25 January 2025quotesmanagelistfilterstracking
The 'Quotes' page groups all your quotes with filtering and search tools for efficient management.
List features
- Search by client name, destination or reference
- Filter by status (draft, sent, accepted, declined, expired)
- Filter by period (this month, this quarter, this year)
- Sort by date, amount or status
- Quick actions directly from the list
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Tip
Use the 'Accepted' filter to view all quotes awaiting booking confirmation. Do not leave an accepted quote waiting — every hour counts for availability.