Global Search

What is Global Search?

Global Search is a command palette that lets you jump to any quote, client, or product from anywhere in Quotery. Press a keyboard shortcut, start typing, and navigate directly without clicking through menus.

Press Cmd+K on Mac or Ctrl+K on Windows, start typing, and see results across quotes, clients, and products grouped by type. Pick one and you go directly to its detail page. Results cache for 30 seconds so re-opening the palette is instant.

What you can do

• Search across quotes, clients, and products simultaneously from a single input field.
• Open the palette from anywhere with a keyboard shortcut requiring no mouse interaction.
• See results grouped by entity type with key details like quote status, client city, and product SKU.
• Navigate directly to any result's detail page by pressing Enter or clicking.
• Re-open the palette instantly thanks to a 30-second results cache.

How to...

Global Search is available to all roles and works from any page. This walkthrough covers the basics in under a minute.

Open and use the search palette

1. Press Cmd+K on Mac or Ctrl+K on Windows, or click the search icon in the top bar.
2. Start typing. After a brief pause, results appear grouped under Quotes, Clients, and Products.
3. Use the arrow keys to navigate or keep typing to narrow the results.
4. Press Enter or click a result to jump directly to that entity's detail page.
5. Press Escape or click outside to close the palette.

Common scenarios

Jump to a quote you were just discussing on a call

1. A client calls asking about quote Q-2026-0042.
2. Press Cmd+K, type "0042", and hit Enter.
3. You land on the quote detail page in under a second without navigating through menus.

Quickly check if a client exists before creating them

1. Press Cmd+K and type the client's name.
2. If they appear in results, click to open their profile. They already exist.
3. If nothing appears, you know you need to create them. No need to switch pages to check first.