Use the Quotes List to manage your quotes. To get here, click the Quotes link in the web interface control panel, then select a range of quotes to view based on time period. Here, you will see a list of all the quotes Express Accounts has created.

You can refine the contents of this list by using the tabs at the top of the page to select Recorded, Draft, or All quotes. You can use the Period selector to filter the listed quotes by date, and the Start and End date pickers can be used to fine tune the date period. The Customer selector can also be used to further restrict the quote selection to a specific customer. Click Update to filter the quotes based on the criteria you selected. Users with viewer-only privileges will be unable to add and delete quotes.

Add New Quote

Click this button to create a new quote.

Create Order

Click the Create Order icon to convert the quote into a sales order.

Create Invoice

Click the Create Invoice icon to convert the quote into an invoice.


Click the Edit icon to edit the associated quote.


Allows you to save your Quote as a .pdf document.


Click the Delete icon to delete the associated quote.