Find quotes: search, filters and totals
Search by quote number, client or phone, filter by status, departure and validity, and see totals of your quotes at a glance.
Updated 26 Oct 2026
Search and filters
- Search updates as you type: quote number, client name, or phone in any format (0300…, +92 300…).
- Status chips with counts: draft, sent, viewed, accepted, lost.
- Departure (upcoming or departed), validity (expiring or expired), and consultant for managers.
- Sort by newest, departure soonest or highest value.
The line above the cards shows how many quotes match, their total, and the accepted value.
Cards
Each card shows the quote number, status, client, trip, travellers (A = adults, C = children, I = infants), total, last activity and validity, with buttons to edit, duplicate, download the PDF and follow up.
Agents see their own quotes; managers and the owner see everyone's.
Related guides
- Quote status: draft, sent, viewed, accepted and lostWhat each quote status means, how it changes, and how to mark a quote accepted or lost or reopen it.
- Follow up with clients on WhatsAppSend a ready Roman Urdu follow-up on WhatsApp for quotes that were not opened, viewed without a reply or about to expire. Tracking is Premium.