How to View Quote Requests?
Updated May 13, 2026 at 11:44 AM
Navigate to My Quotes from the main menu.
All requests (In Progress, Completed, Deferred) will be displayed, including:
Quote Subject
Sender Email
Date Received
Click any request to view details:
Status
Date Received
Sender Email
Request Body
AI Generated Response

4. You can apply filters to view All, In Progress, Completed, or Deferred requests.