All Quotes

Open Quotes & Invoices → All Quotes. This view is available to an authorized account owner or administrator. Created by identifies the document’s owner so you can distinguish your work from your team’s work.

1. Use the search field to find a quote number, customer or email.
2. Choose a status and sort a column to narrow the review.
3. Check Created by before opening a document or following up with a teammate.
4. Open the quote number or eye icon to review the details.

All includes your own documents and those of eligible agents within your company. It does not give access to unrelated Mango9 accounts or separate lead-buyer businesses.

Switch to My Quotes for only your own work. If All Quotes is missing, ask the account owner about your role and feature access. An agent should not sign in as another employee just to see their documents.

Acting on a team member’s document does not transfer ownership to you. Marking a quote sent is separate from emailing it. Read the My Quotes guide for the full send and conversion workflow.

1. Open the quote and confirm its creator, customer, status and latest details.
2. Use the available Edit, Email to Customer, PDF, Print or status controls for the intended action.
3. Check for an existing linked invoice before converting a quote.
4. Coordinate the follow-up with the owner so the customer does not receive duplicate messages.

• Quote actions and statuses →
• All Invoices →