Using Column Filters to Find Documents

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.

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.

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.

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.

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.

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.

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.

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.