QuoteCloudStatus Navigation
12 guides
- View Accepted DocumentsLearn how to view accepted documents in QuoteCloud. Filter documents by Accepted status to quickly identify approved documents and track successfully completed document workflows.
- View Alert DocumentsLearn how to view alert documents in QuoteCloud. Filter documents by Alert status to quickly identify records that require immediate attention and take action on important workflow items.
- View All StatusesLearn how to view all document statuses in QuoteCloud. Use the All Statuses filter to display documents across every status category and quickly organize your document list.
- View Delivered DocumentsLearn how to view delivered documents in QuoteCloud. Filter documents by Delivered status to track documents that have successfully reached recipients and monitor document delivery progress.
- View Documents Awaiting SignatureLearn how to view documents awaiting signature in QuoteCloud. Filter documents by Signing status to quickly find documents that still need recipient signatures.
- View Documents in Creating StatusLearn how to filter and view documents in Creating status in QuoteCloud. Display all draft documents currently being prepared and manage documents that are still in progress.
- View Documents in Review StatusLearn how to filter and view documents in Review status in QuoteCloud. Quickly identify documents awaiting approval or review and manage workflow tasks more efficiently.
- View Lost DocumentsLearn how to view lost documents in QuoteCloud. Filter documents by Lost status to quickly identify unsuccessful opportunities, track lost proposals, and review documents that were not accepted.
- View Opened DocumentsLearn how to view opened documents in QuoteCloud. Filter documents by Opened status to identify recipients who have viewed your documents and monitor engagement with sent proposals and quotes.
- View Paid DocumentsLearn how to view paid documents in QuoteCloud. Filter documents by Paid status to quickly locate completed payments, track paid records, and manage financial document workflows.
- View Revised DocumentsLearn how to filter your document list to display only documents with a Revised status. This view helps you quickly identify documents that have been modified and may require review or further action.
- View Sent DocumentsLearn how to view sent documents in QuoteCloud. Filter documents by Sent status to quickly locate proposals, quotes, and documents that have been successfully sent to recipients.