View Lost Documents
Learn how to filter your document list to display only documents with a Lost status. This view helps you quickly identify documents that were not accepted or resulted in lost opportunities.
Steps to view lost documents
Open the Dashboard
Navigate to the Dashboard where your document list and document status filters are displayed.Expand the status filters
In the Statuses section, click Show more to reveal additional document status options. :contentReference[oaicite:1]{index=1}Select Lost
Click the Lost filter option to display documents that have been marked with a Lost status. :contentReference[oaicite:2]{index=2}Review lost documents
The document table automatically refreshes and displays all documents that currently have a Lost status. :contentReference[oaicite:3]{index=3}Analyze lost opportunities
Browse the filtered results to review lost documents, identify trends, and better understand unsuccessful document outcomes.
FAQs
What does Lost status mean in QuoteCloud?
Lost status indicates that a document or opportunity was unsuccessful and did not result in acceptance, approval, or completion.
How do I view lost documents?
Open the Dashboard, click Show more in the Statuses section, and select Lost from the available status filters.
Where can I find the Lost filter?
The Lost filter is located within the expanded Statuses section in the left-hand navigation panel.
Why can't I see the Lost option?
Additional status filters may be hidden by default. Click Show more to reveal all available document statuses.
What happens when I select Lost?
The document table updates to display only documents that currently have a Lost status.
What types of documents appear in Lost status?
Documents that were declined, expired without completion, or associated with unsuccessful opportunities may appear in this status category.
Can I search within lost documents?
Yes. Search fields, filters, and sorting options remain available while viewing lost documents.
Does applying the Lost filter change any document information?
No. Applying a filter only changes the displayed results and does not modify document content or status information.