Use this screen to select a quote. A list of all the quotes you have created in Express Accounts is displayed here. To open the Quotes list, click the View menu and select Quotes.

You can refine the contents of the Quotes list by using the interactive filter controls below the main toolbar. Use the Period drop menu 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, and the Display Quotes selector lets you choose between recorded or draft quotes only.


Click the Select button on the toolbar to selected the highlighted quote.