The Open Quotes screen is used to review and manage quotes that are still in Open status.
What this screen is for
Use Open Quotes to manage active quote follow-up. This screen focuses on quotes that are still open, so closed, lost, expired, won, or converted quotes should be reviewed in Quote History.
Screen path
Dashboard > CRM > Quotes > Open Quotes
Key areas
Quote list
The table includes:
| Column | Meaning |
|---|---|
| Expand control | Opens quote details and actions. |
Quote # |
Quote number. |
Customer/Prospect |
Company receiving the quote. |
Quote Date |
Date the quote was created. |
Expiration Date |
Date the quote expires. |
Total Value |
Quote value. |
Status |
Quote status. This screen loads Open quotes. |
Expanded quote detail
Expanding a quote shows customer PO, terms, carrier or shipping method, salesperson, quote lines, and action buttons.
Main actions
Print Quote: Opens the quote PDF.Email Quote: Opens the quote email workflow.Edit Quote: Opens the edit quote screen.Convert to Order: Creates a Sales Order from the quote.Mark Lost: Marks the quote lost and removes it from the Open Quotes list.
What happens behind the scenes
Opening this screen loads quotes filtered to Open status.
Printing a quote retrieves the quote PDF and does not change quote status.
Emailing a quote sends the configured quote email, attaches the PDF, writes an email log, and logs a CRM email activity.
Editing a quote updates the quote header and line details.
Marking a quote lost updates the quote status to Lost and records the won/lost date.
Converting a quote creates a Sales Order and updates the quote to Converted with the converted order number. Prospect quotes require prospect conversion before order creation.
Troubleshooting
A quote disappeared from Open Quotes
Likely cause: Its status is no longer Open.
Safe fix: Use Quote History Overview to find the quote by status.
Contact support if: The quote status is Open but it is missing.
Convert to Order is blocked
Likely cause: Required order information is missing, or the quote belongs to a prospect that must be converted first.
Safe fix: Review the quote details and complete the prospect conversion prompt if it appears.
Contact support if: Required information is complete but conversion still fails.
Email Quote is blocked
Likely cause: The quote email template, email configuration, or recipient email is missing.
Safe fix: Confirm the recipient email and ask an admin to check email setup.
Contact support if: Setup is complete but email still fails.