Managing deals shouldn’t be complicated. That’s why Appliance.io gives you the My Quotes Page — a central hub where salespeople can track every quote they’ve created, both active and expired. It’s the easiest way to review details, monitor margins, and start new quotes, all from one place.
📍 Accessing the Page
From the sidebar, click My Quotes (just below the Appliance.io logo).
At the top, you’ll see a Start a Quote button — click it anytime to create a brand-new sales quote from scratch.
🔍 Filters
Quickly narrow down your list with filters such as:
Search Quotes
Select Date
Customer Class
Location
Tax Status
Fulfillment Type
Quote Source
Brand
Home Visit Survey
👉 Want to start over? Just click Reset Filter.
📑 Active Quotes Tab
The first tab shows all active quotes.
At the top, you’ll see a set of quick summary metrics:
Total Estimated Profit Margin → Profit across all active quotes
Total Revenue → Combined value of all active quotes
Total Deposits → Deposits received from customers
Total Active Quotes → Number of quotes currently in play
Below that, a detailed table provides everything you need:
Date
Quote Number
Available Units
Customer Info
Delivery Address
Customer Class
Location
Tax Status
Expiry Date
Total Price
Profit Margin
Deposit
Balance Due
📑 Expired Quotes Tab
The second tab shows expired quotes — usually those past their expiry date (14+ days old).
The layout mirrors the Active tab, but note: you won’t see the summary metrics here.
🎉 You’re Ready!
The My Quotes Page makes it simple to manage deals from start to finish — whether you’re working on fresh opportunities or reviewing older quotes that have expired. With filters, summaries, and detailed tables, it’s everything you need to keep sales moving smoothly.