1
Open the document dashboard
Navigate to the dashboard where your documents are displayed in the main document table.
Using Column Filters to Find Documents
QuoteCloud’s Document Dashboard includes column filters to help you quickly find specific documents based on criteria such as status, date, or recipient. This guide explains how to apply and clear filters for efficient document searches.
Using Column Filters to Find Documents
Learn how to use dashboard column filters to quickly locate specific documents using document IDs, titles, consultants, dates, and other dashboard fields.
Steps to filter documents using dashboard columns
2
Locate the Dashboard Filters button
Find the Dashboard Filters toggle button located above the dashboard table in the top-right toolbar area.
3
Enable dashboard filters
Click the Dashboard Filters button to display filter fields at the top of the document table.
4
Review available filter fields
Available filters may include document ID, consultant, title, created by, recipient details, and date fields depending on which dashboard columns are currently displayed.
5
Filter documents by ID
Type directly into the Filter ID field to quickly locate a document using its document ID number.
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Filter documents by consultant
Use the Consultant dropdown filter to select from the list of available users and narrow the document results.
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Filter documents by title
Enter keywords into the Filter Title field to search for documents containing matching text in the document title.
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Filter documents by creator
Use the Created By dropdown filter to show documents created by a specific user.
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Filter documents by date
Use the Filter Date field or date selection options to narrow documents by creation date or selected date range.
10
Combine multiple filters
Apply multiple filter values at the same time to narrow down results and quickly locate a specific document.
11
Review filtered results
As filters are applied, the document table will automatically update to display only matching documents.
12
Clear all applied filters
Click the Clear button to remove all active filters and restore the full document list.
Frequently Asked Questions
What are column filters in the QuoteCloud Document Dashboard?
Column filters are interactive controls on the QuoteCloud Document Dashboard that let you narrow the documents list by specific criteria. Use them to filter documents by attributes such as status, date, recipient, or other column values so you can quickly locate relevant agreements, quotes, or proposals.
How do I apply a column filter to find documents?
Open the filter menu for the column you want to search (for example Status, Date, or Recipient), choose the value or date range you need, and apply the filter. The dashboard will update instantly to show only rows matching that column criterion. Repeat with other columns to further refine results.
Can I use more than one column filter at the same time?
Yes. You can apply filters across multiple columns simultaneously to progressively narrow results. For example, filter by Status, then by Recipient, and finally by Date range to find a very specific set of documents or proposals.
Which columns can I filter by in the Document Dashboard?
The dashboard supports filtering on common document attributes — for example, status, date, and recipient. In general, any column that displays values can typically be filtered so you can refine the document list to the exact records you need.
How do I clear column filters to see all documents again?
Open the column filter menu and remove or reset the active criteria to clear each filter. If the dashboard includes a global "clear filters" control, use that to reset all filters at once. Clearing filters returns the Document Dashboard to the full, unfiltered document list.
Why am I not seeing any documents after applying a filter?
When no documents appear, it usually means no items match the selected criteria. To resolve this, broaden or remove one or more filters — for example, expand the date range, remove a recipient filter, or clear all filters to confirm whether matching documents exist. Also check for typos or exact-value matches that may exclude results.
What are best practices for using column filters efficiently?
Start broad, then narrow: begin with a wide date range or a general status, then add recipient or other column filters to focus the results. Combine filters thoughtfully (status + recipient + date) to reduce noise, and clear or broaden filters if you unexpectedly see no results. Use filters regularly to speed searches and keep your document list manageable.
Can column filters help when using QuoteCloud as sales quoting software or proposal software?
Yes. Column filters make it quick to find specific quotes, proposals, or agreements inside QuoteCloud, improving response time and follow-up. Whether you use QuoteCloud as sales quoting software, sales proposal software, or general quote/proposal software, filters let you surface by-status proposals, recently-sent quotes, or documents for a specific recipient so your sales workflow stays efficient.