---
title: "Quoting Macros List View"
url: "https://help.psarev.io/en/article/quoting-macros-list-view"
language: "en"
last_updated: "2026-09-23T14:50:07.779Z"
---

# Quoting Macros List View

The Quoting Macros list view displays all quoting macros configured in your Rev.io environment. Quoting macros allow you to pre-define a set of products and services that can be quickly applied when building quotes, saving time on frequently quoted configurations. The Quoting Macros list view is accessible by navigating to **Admin** \> **Quotes** > **Quoting Macros** tab.

![](https://cdn-assets.productfruits.com/2a54a7f4-00c6-4656-9f92-4a6c992c9ffd)

Each column in the Quoting Macros list view is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Name** | *Name of the quoting macro.* |
| 2 | **Description** | *Description of the quoting macro.* |
| 3 | **Customer Type Restriction** | *Customer type the macro is restricted to, if applicable. If blank, the macro is available for all customer types.* |
| 4 | **Active** | *Indicates whether the quoting macro is currently active and available for use on quotes.* |
| 5 | **Created By** | *User who created the quoting macro.* |
| 6 | **Created Date** | *Date the quoting macro was created.* |

The following actions are available on the Quoting Macros list view.

-   Create a new quoting macro by clicking **Create Macro**. See the [Create/Edit Quoting Macros](https://help.psarev.io/en/article/create-edit-quoting-macros) article for more information.
-   Search for a specific macro by entering text in the **Search** field.
-   Filter the list by clicking the **Filter** button.
-   Sort the list by clicking a column label in the table header.
-   Customize which columns display in the list by clicking the **Arrange** button. See the [Arrange Columns](https://help.psarev.io/en/article/arrange-columns) article for more information.
-   Edit or delete a quoting macro by clicking the ellipsis at the end of the row and selecting the appropriate option.