View All Quotes for a Property
How to see every quote created for a property, filter by status, and track quote acceptance rates by location.
What this guide covers
This guide shows you how to view and filter all quotes associated with a specific property. Use this view to review past estimates, track acceptance rates, and prepare future proposals.
Accessing the quotes list
- Open the property at
/properties/[slug]. - Click the Quotes tab.
The tab displays every quote created for this property, sorted by date with the most recent first.
Screenshot: The Quotes tab on a property detail page showing quote numbers, amounts, statuses, and dates.
Understanding the quotes list
Each row includes:
- Quote number -- the unique identifier.
- Status -- Draft, Sent, Accepted, or Declined.
- Amount -- the total quoted.
- Created -- the date the quote was generated.
- Expires -- the quote expiration date, if set.
Click any row to open the full quote detail page.
Filtering quotes
Use the controls at the top of the Quotes tab:
- Status filter -- show only quotes in a specific status.
- Date range -- narrow results to a specific period.
Tip: Review the quote history before creating a new estimate for the same property. Past quotes give you a pricing baseline and help you identify what has changed.
Creating a new quote from the property
Click New Quote in the top-right of the property detail page. The quote form opens with the property address and primary contact pre-filled.
Animation: Clicking New Quote and seeing the form auto-fill with property and contact details.
Related articles
Did this answer your question?