How do I find a document in QuoteCloud?

Open the Dashboard and start typing. You can filter by document ID, title, client and recipient details straight from the document table, and the list updates as you type. Combine it with status, owner, value and date filters to go from hundreds of documents to the one you need in a few seconds.

Which filters are available on the document dashboard?

You can filter by status (such as Creating, Sent, Opened, Signing, Accepted, Paid or Lost), by the consultant or user who created the document, by document value using a range, by date, by title and ID, and by recipient details. Status counts show how many documents sit in each stage, and you can pin the statuses you use most.

Can I save a filter and use it again?

Yes. Apply the filters you want, then click Save new configuration in the Custom Filters section and give it a name. It appears in the left-hand panel, ready to apply in one click. You can resave it with your current settings or delete it from its menu at any time.

What are smart filters?

Smart filters are ready-made views that QuoteCloud keeps up to date for you, such as Expiring Soon, which lists documents that are about to expire or already have, so you can follow up or revise them before a deal goes cold. Travel teams also get views such as Due to Travel and Currently Travelling.

Can I see only my own documents?

Yes. Your Documents shows only the documents associated with you, while All Documents shows everything you have access to. Search, filters and sorting work the same in both, so a sales rep can focus on their own pipeline and a manager can review the whole team.

Can I sort, pin and export documents?

Click any column heading to sort ascending, again for descending, and once more to clear it. Pin important documents so they stay at the top of the list, show, hide and reorder the dashboard columns, and export your document data for reporting outside QuoteCloud.

Does clearing filters affect my saved views or documents?

No. Clear All Filters only resets what the list is showing. Your documents are untouched and your saved custom filters stay available in the Custom Filters section.

How can I try document search and filters?

Start a free 14-day trial with no credit card required, create a few quotes and proposals and try searching, filtering and saving views. You can also book a demo to see the dashboard with a full pipeline of documents.

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Features
Document Search and Filters

Any document, found in seconds.

Search by client, title or number. Narrow by status, owner, value and date. Save the view you open every morning.

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No credit card required4.2 on Capterra

Interactive demo of the QuoteCloud document dashboard with 30 sample documents. Searching for “renew”, then filtering by the Opened status and values over $10,000, narrows the list to two documents: Managed IT support renewal for Harbourview Dental, $18,400, and Microsoft 365 licence renewal for Kestrel Logistics, $24,960. The result is saved as a custom filter called Renewals to chase.

Try it: type a client like “harbour”, click a status, then save the view.

Documents Search documents by title, client or number ML

Statuses

Smart filters

Custom filters

2 of 30 documents

Name this view Share with my team

No.	Title	Client	Owner		Status	Updated
Q-4177	Microsoft 365 licence renewalKestrel Logistics	Kestrel Logistics	ML	$24,960	Opened	3 days ago
Q-4182	Managed IT support renewalHarbourview Dental	Harbourview Dental	ML	$18,400	Opened	Yesterday

View saved to Custom filters

Type, narrow, save.

Three moves from a full pipeline to the documents that need you.

01
Type what you remember.

A client, a word from the title or a quote number. The list filters as you type.
02
Narrow it with filters.

Status, owner, value range and date, combined however you like, with counts that update as you go.
03
Save it as a view.

Name it once and it sits in Custom Filters, one click away tomorrow and every day after.

A dashboard that does the looking for you.

Every quote, proposal and contract, organised the way you work.

Your pipeline, counted by status.

See how many documents sit in each stage, filter by one or several, and pin the statuses you check most.
Filter by value, date and owner.

Slide a value range, pick a date window or a consultant, and combine them.
Smart filters that keep watch.

Expiring Soon lists quotes about to lapse, so you follow up before the price runs out.
Saved views, for you or the whole team.

Save any combination of filters, resave it when your process changes, and share the views your team runs on.
Sort, pin and export.

Sort any column, pin the deals that matter to the top, choose your columns and export the data for reporting.
Reports

Monday's pipeline review, in two minutes.

The same question, asked two ways.

Scrolling and asking around

Page through every document to find the open ones
Ask the team which big quotes have been viewed
Rebuild the same spreadsheet every week
Notice an expired quote after the client has

One saved view

Opened, over $10k, this month: one click
Live counts for every status in the sidebar
The same view for every rep, kept up to date
Expiring quotes surfaced before they lapse

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More QuoteCloud features

Track & reportReportsSee pipeline value, win rates and team performance at a glance.
Track & reportDocument TrackingKnow the moment a client opens your quote, and how long they spend reading.
Track & reportAudit Trail and HistoryEvery send, view, edit and signature on record, with version history.

All features

Rated, secure and in business since 2013.

4.2Capterra rating
4.2Software Advice rating
2013Building QuoteCloud since

Questions, answered

Disclaimer: Parties other than QuoteCloud may offer products, services, recommendations, or opinions on QuoteCloud's platform ("Third Party Materials"). QuoteCloud does not undertake the examination or evaluation of such Third Party Materials and does not provide any warranties concerning them. Links to Third Party Materials are provided for convenience and do not imply an endorsement by QuoteCloud.

Stop searching. Start finding.

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QuoteCloud · Search & FiltersFree 14 days · no card

Start free trial

Any document, found in seconds.

Type, narrow, save.

Type what you remember.

Narrow it with filters.

Save it as a view.

A dashboard that does the looking for you.

Your pipeline, counted by status.

Filter by value, date and owner.

Smart filters that keep watch.

Saved views, for you or the whole team.

Sort, pin and export.

Monday's pipeline review, in two minutes.

Scrolling and asking around

One saved view

Rated, secure and in business since 2013.

Questions, answered

Stop searching. Start finding.

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Getting Started

Any document, found in seconds.

Type what you remember.

Narrow it with filters.

Save it as a view.

Your pipeline, counted by status.

Filter by value, date and owner.

Smart filters that keep watch.

Saved views, for you or the whole team.

Sort, pin and export.

Scrolling and asking around

One saved view

Rated, secure and in business since 2013.

Questions, answered

How do I find a document in QuoteCloud?+

Which filters are available on the document dashboard?+

Can I save a filter and use it again?+

What are smart filters?+

Can I see only my own documents?+

Can I sort, pin and export documents?+

Does clearing filters affect my saved views or documents?+

How can I try document search and filters?+

Stop searching. Start finding.