JobsiteOn

View All Quotes for a Contact

See every quote sent to a contact in one place to review proposal history, track acceptance rates, and manage your sales pipeline.

Ava Martinez
Written by Ava MartinezUpdated 3 months ago3 min readBeginner

What this guide covers

This guide explains how to view all quotes linked to a contact in JobsiteOn. You will learn where to find the quotes list, how to assess proposal history, and how to use this view for sales management.

Accessing the quotes tab

  1. Open the contact detail page at /contacts/[slug].
  2. Click the Quotes tab.
  3. A list of all quotes for this contact appears, showing:
    • Quote number
    • Title or scope
    • Amount
    • Status (Draft, Sent, Viewed, Accepted, Rejected, Expired, Archived, Converted)
    • Creation date

Screenshot: The Quotes tab on a contact detail page showing five quotes with a mix of Accepted, Sent, and Rejected statuses.

Understanding the proposal history

The quotes tab tells you:

Tip: If a customer has rejected multiple quotes, review those proposals to understand their pricing or scope concerns before sending the next one.

Creating a new quote from the contact

  1. On the contact detail page, click the overflow menu (...) or the Create Quote button.
  2. A new quote form opens with the contact pre-linked.
  3. Add line items, property, and terms.
  4. Save and send when ready.

Animation: The Quotes tab showing an Accepted quote being clicked, opening the detail page, and then the Convert to Job action being initiated.

Best practices

Note: The quotes tab includes quotes in all statuses, including Draft, Rejected, Expired, Archived, and Converted. Filter by status to focus on the quotes most relevant to your current task.

Did this answer your question?

Related Articles