Quote List

When you open the Quotes page in the Quoting module, a table displays showing the list of all Quotes you are entitled to see.

Open

Click on the Name or Label to display the Quote's details.

A lot of important information about the Quote is available here – this list can be also exported:

• Created By – The name of the sales person who created the Quote.

• Customer – Indicates for which customer this Quote is created.

• Status – Indicates in which state the document is (Draft, Offer, Deal, Lost, ...).

• Lost Reason – The reason for deal loss. The sales manager can also export the list of Quotes with a specific loss reason.

• Lost Reason Comment – An additional comment about the deal loss.

You can customize the structure and content of the Quotes table to suite your needs. You can:

• Organize Quotes into folders in the Categories tree

• Sort the table

• Use a simple filter

• Add/remove fields (columns)

• Create advanced filters

• Save your customized layout and filters as a preference
  Watch a tutorial video explaining how to set up a new preference (Video 1, time 1:55).