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Quotes Report

It would be very useful for us if we could produce a report of monthly Won, Negotiation/Review, and Lost. Also in the drop down in which you can can to draft etc. It would be useful to have a tab called superseded as often we need to quote for varying amounts and varying materials. Once won we then have to either delete the unused lines on the quote and resend once the customer has chosen a particular line from the quote. However if we do this we loose all info on the other lines. Hence a superseded option would let us know that a part of that quote has been won. 

If the customer then requires another part of that same quote it is easier to find as the original quote has not been deleted.

  • Guest
  • Oct 24 2018
  • Acknowledged
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