The Quote History Report shows quotes across statuses with filters, expandable details, and CSV export.
What this report is for
Use Quote History to find and review quotes that may no longer appear in Open Quotes. This includes open, won, lost, expired, and converted quotes.
Screen path
Dashboard > CRM > Quotes > Quote Reports > Quote History
Filters
| Filter | Values |
|---|---|
Status |
All Statuses, Open, Won, Lost, Expired, Converted |
Start Date |
Beginning quote date. |
End Date |
Ending quote date. |
Salesperson |
All Salespeople or a sales/admin/executive user. |
Use Apply Filters to refresh the report. Use Reset to clear filters. Use Export CSV to download the currently loaded quote list.
Report columns
| Column | Meaning |
|---|---|
| Expand control | Opens detail lines for the quote. |
Quote # |
Quote number. |
Customer/Prospect |
Quote recipient. |
Quote Date |
Quote date. |
Expiration Date |
Quote expiration date. |
Status |
Current quote status. |
Total Amount |
Quote total amount. |
Salesperson |
User tied to the quote. |
Won/Lost Date |
Date the quote was won, lost, or converted when available. |
Converted Order |
Sales Order number created from the quote when applicable. |
Expanded quote details
Expanding a quote shows customer PO, payment terms, quote discount, header notes, bill-to address, ship-to address, and quote lines.
Line details include line number, part number, customer part, quantity, unit price, discount, line total, and line text.
What happens behind the scenes
The report reads quote data through the same quote API used by quote management, with optional status, date, and salesperson filters.
Exporting CSV creates a browser download from the currently loaded report data. It does not update quotes.
Opening and expanding rows does not change quote status or create activity.
Troubleshooting
A quote is missing
Likely cause: Filters are excluding it.
Safe fix: Reset filters and search again by quote number or recipient.
Contact support if: The quote number exists elsewhere but never appears in history.
The CSV export is incomplete
Likely cause: CSV export uses the report list currently loaded after filters.
Safe fix: Reset or adjust filters, apply them, and export again.
Contact support if: The on-screen list and CSV file do not match.
Converted Order is blank
Likely cause: The quote has not been converted to a Sales Order.
Safe fix: If the quote was accepted, use Open Quotes to convert it when it is still open.
Contact support if: The quote was converted but the order number is blank.