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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.

Ava Martinez
Written by Ava MartinezUpdated over a month ago2 min readBeginner

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

  1. Open the property at /properties/[slug].
  2. 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:

Click any row to open the full quote detail page.

Filtering quotes

Use the controls at the top of the Quotes tab:

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.

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