Go to the Proposals tab. The proposal filtering feature is located on the top bar of the User Dashboard.
You can use filters such as the proposal name, its status, the date it was sent, or the recipient’s details. It is also possible to display proposals by their senders (if you have administrator permissions, you can also view the proposals of your sales representatives).
Tabs with the names of specific proposal categories: In progress, Won, Lost, All, Sent, Link, Opened, Scheduled, and Drafts are also useful for filtering proposals. To filter proposals by a category you’re interested in, simply click the tab with the corresponding name.
For more information, please contact us via chat, email: [email protected], or the form.