How to Filter Customer Quote Grid?

Sequence > Left Navigation Bar > Sales > Quotes

  1. Follow the above-mentioned workflow to land on the Customer Quote grid.
  2. Click the filter icon. Doing so reveals the available filters.
  3. Using these filters, you can filter grid data on the basis of a specific keyword, customer, and status.
  4. In case you want to include only unchecked invoices, enable the Display only unchecked invoices toggle.