Search and Filter Quotes

What this guide covers

This guide explains how to search and filter the quotes list in JobsiteOn. You will learn how to find specific quotes, filter by status, sort by columns, and use these tools to manage your sales pipeline.

Using the search bar

1. Navigate to /quotes.
2. Click the search bar at the top of the list.
3. Type a search term. You can search by:
   • Quote number
   • Contact name
   • Quote title or scope
4. Results update as you type.

Screenshot: The quotes list search bar with results showing two matching quotes.

Filtering by status

1. Click the Status filter above the list.
2. Select one or more statuses:
   • Draft — Quotes not yet sent.
   • Sent — Delivered to the customer.
   • Viewed — Customer has opened the link.
   • Accepted — Customer approved the proposal.
   • Declined — Customer declined the proposal.
3. The list updates to show only matching quotes.

Sorting the list

Click any column header to sort:

• Quote # — Numerical order.
• Contact — Alphabetical by contact name.
• Amount — Highest or lowest total.
• Status — Grouped by stage.
• Created — Most recent or oldest first.

Click the same header again to reverse the sort direction.

Tip: Sort by Amount descending to focus on your highest-value proposals first.

Combining search and filters

Search and filters work together. For example:

1. Filter by Sent to see proposals awaiting response.
2. Sort by Created ascending to find the oldest unanswered quotes.
3. This reveals proposals that may need a follow-up.

Animation: The quotes list being filtered by Sent status and then sorted by creation date, revealing an old quote at the top.

Managing your pipeline with filters

Use filters to create focused views for different workflow stages:

• Draft — Quotes that need to be completed and sent.
• Sent + Viewed — Active proposals in the customer's hands.
• Accepted — Quotes ready to convert to jobs.
• Declined — Lost proposals to review for improvement.

Best practices

• Review the Sent and Viewed filters daily to stay on top of active proposals.
• Follow up on Viewed quotes within 24 hours.
• Archive or clean up old Declined quotes periodically.
• Use search for quick lookups when a customer calls about a specific quote.

Related articles

• Create and Send Quotes
• Track Quote Status
• Quote Approval Workflow