Select a coustomer to show quotes only for the selected customerSelect Quotes
Select the type of quote to view from the pulldown menu: Recorded or Draft quotes.Select Period
Select a period of quotes to view from the pulldown menu. If you want to enter a custom period, you must select Custom Period from the menu first.Start Date
If you want to view a custom time period, make sure Custom Period is selected in the Select Period pulldown menu above. Then, enter a beginning date for the quotes range you would like to view.End Date
Enter an ending date for the quotes range you would like to view.