How to Find and Track Quotes

Summary

Overview: The Quotes page lists every quote in your workspace with what each one needs next. You can search, filter, choose columns and export the list. Each lead's Quotes tab shows that lead's quotes.

Prerequisites:

• Your business type is Travel Agency or B2B - Closing Deals.

Step-by-Step Instructions

Step 1: Open the Quotes page

1. In the left menu, click Quotes.
2. A number on Quotes shows how many quotes wait for review. Hover over it to read, for example, 3 Quotes for Review.
3. The page lists your quotes, newest changes first. Above the table, Showing N quotes gives the count and, when there is one, Total Pipeline gives the combined value.

Step 2: Read the default columns

1. Client: the lead's name (click it to open the lead) and company.
2. Trip: for a costed quote, the first program's title, trip dates and number of travellers. For other quotes, the lead's inquiry type and destination.
3. Version: the costed quote's version, such as v1 or REV 1.
4. Next step: what the quote needs now, for example:
   • Ready to send or Ready to send · 2 to look at
   • Fix 2 things before sending (a costed quote with checks to fix)
   • Sent 9 Jul, not yet opened
   • Viewed 9 Jul
   • Logged on WhatsApp on 9 Jul (a quote you recorded as sent outside Pippify)
   • Replaced by REV 1 (an older version of a costed quote)
   • A red bell means Follow up: sent over 3 days ago, not yet opened.
5. Price: the quote total, or for a costed quote the per-person price (for example, from USD 415 pp) or the services total.
6. Updated: when the quote last changed.
7. At the end of each row, the eye icon opens the quote. A trash icon appears on quotes you can delete. Sent quotes and costed quotes have none, and Sales Reps don't see it.

Step 3: Show more columns

1. Click Columns.
2. Under Show / Hide Columns, tick the columns you want: Type (shows Catalog or Costed, for how the quote was made; in the table it shows after Version), Reference, Date Sent, Email Address, Currency, Line Items / Options, Valid Until, Priority, Inquiry Type, Destination, Quote Status, Checks, Viewed At, Response Time, Days Since Sent and Notes.
3. Click Reset to go back to the default columns.
4. Pippify remembers your choice in this browser.

Some columns flag problems in red: a Valid Until date that has passed shows (expired), a slow Response Time and Days Since Sent over 3 days show in red. Long notes show read more; click it to read the full note.

Step 4: Search and filter

1. Type in Search name, company, email... to find a lead's quotes.
2. Use the status menu to narrow the list, for example to Sent or Viewed. Choose All Statuses to see every quote again.
3. Use the date picker at the top right (All, Today, Yesterday, Last 7 Days, Current Year or Custom) to show quotes sent in that period.

Step 5: Export the list

1. Click Export CSV.
2. Pippify downloads a CSV file with the quotes on screen and the columns you have turned on.

Step 6: See one lead's quotes

1. Open the lead (from Leads, the Inbox or the Client name on the Quotes page).
2. Click the Quotes tab.
3. The table shows each quote's Reference (click the copy icon to copy it), Version, Generated date, Package, Status / Progress and Price.
4. Click the eye icon to open a quote.

Verify It Worked

Success criteria:

• The quote you're looking for appears in the list.
• Clicking a row opens the quote.

Troubleshooting

Common errors

• "No quotes found.": nothing matches your search, status or dates. Fix: clear the search, set the status to All Statuses and the date range to All.

Limitations & considerations

• Sales Reps see only quotes for leads assigned to them. A quote link for any other lead opens "Quote not found. It may have been deleted, or it is on a lead that is not assigned to you."
• The date range filters by the date a quote was sent, so quotes that haven't been sent yet don't appear while a date range is set.
• The page shows a limited number of quotes at a time. If you have many, narrow the list with search, status or dates.
• Viewed only works for quotes sent by email. It depends on the lead's email app loading images.
• To record whether the customer accepted, mark the lead won or lost.

Next Steps & Related Resources

• Next steps:
  • How to Review and Send a Quote Pippin Drafted
  • How to Use the Quotes Sent Report
• Related articles:
  • What Is a Quote in Pippify?
  • How to Edit a Quote
  • How to Delete a Quote
  • How to Mark a Lead Won or Lost
  • Why Can't I See Settings, Reports or Quotes?

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/19/2026