1
Open the document dashboard
Navigate to the dashboard where your documents and document management filters are displayed.
Using the Document Status Filters to Find Documents
QuoteCloud’s document status filters allow you to quickly search for documents based on their progress stage, such as Creating, Sent, Approved, or Lost. This guide explains how to apply these filters to find the documents you need efficiently.
Use Document Status Filters to Search by Status
Learn how to use document status filters to quickly organize, locate, and manage documents based on their current workflow status.
Steps to filter documents by status
2
Locate the Statuses panel
In the left sidebar, find the Statuses section where all available document statuses are listed along with the number of matching documents for each status.
3
Expand the status list
Click Show more to display the full list of available document statuses and filtering options.
4
Review available document statuses
Available statuses may include Creating, In Review, Sent, Delivered, Alert, Revised, Opened, Signing, Accepted, Paid, and Lost.
5
Filter documents by status
Click any document status to instantly filter the dashboard table and display only documents matching the selected status.
6
Pin frequently used statuses
Click the three-dot menu beside a document status and select Pin Status to keep important statuses always visible while hiding less frequently used options.
7
Combine multiple status filters
Apply multiple document status filters together to display documents that match several workflow stages or filtering combinations.
8
Review filtered dashboard results
After selecting status filters, the dashboard table will automatically update to display matching documents only.
9
Clear active status filters
Click the Clear button within the Statuses panel to remove all active status filters and display all documents again.
10
Reset to All Statuses
Click All Statuses to remove all document status filters and restore the full dashboard document view.
11
Collapse the status list
Click Show less to collapse the expanded document status filter list and simplify the sidebar display.
Frequently Asked Questions
What are document status filters in QuoteCloud?
Document status filters are dashboard controls in QuoteCloud that let you search and sort documents by their current progress stage (for example Creating, Sent, Approved, or Lost). These filters help you quickly locate quotes, proposals, and other documents in your sales quoting software or proposal software workflow.
Where do I use the document status filters in QuoteCloud?
You apply status filters from the Document Dashboard in QuoteCloud. The dashboard’s status filter control works across all documents in your workspace so you can run status-based searches for quotes and proposals without opening each document individually.
How do I apply a document status filter to find documents?
Open the Document Dashboard, locate the status filter control, select the status or statuses you want to view (e.g., Creating or Sent), and apply the filter. The dashboard will refresh to show only documents that match the selected progress stages—making it fast to find the quote or proposal you need in your quote software or proposal software.
Which document statuses can I filter by?
QuoteCloud supports common progress stages such as Creating, Sent, Approved, and Lost. Your organisation may also have additional or customised statuses configured for its workflows—those will appear in the status filter list on the Document Dashboard.
Can I filter by more than one status at the same time?
Yes. You can select multiple statuses in the status filter to broaden your search (for example to see both Sent and Approved documents). Selecting a single status will narrow results to that specific stage when you need a focused view.
Can I combine status filters with other filters (for example date or customer)?
Yes. Use status filters together with other dashboard filters—such as date range, customer, or document owner—to narrow results further. Combining filters helps you quickly locate the exact quote or proposal within your sales quoting software or quote software environment.
What should I do if my status filter returns no results?
If a status filter returns no results, check that you selected the correct status and broaden the date range or remove other active filters. Also confirm you have the correct workspace and permissions—custom statuses or user-level access settings can affect results. If the problem persists, contact your QuoteCloud administrator for help.
How do document status filters help sales teams using QuoteCloud's quote and proposal software?
Status filters speed up document management by letting sales teams focus on the right stage of the sales cycle—find draft quotes, track sent proposals, or review approved agreements quickly. This reduces administrative time, improves pipeline visibility, and makes document-driven workflows (including integrations like invoicing) more efficient in your sales quoting software or proposal software stack.