Quote Dashboard Overview

Created by Freightek Corporation, Modified on Wed, 4 Jun at 10:57 AM by Freightek Corporation

In the Quotes dashboard, you can:

FeatureDescription
FiltersSearch by Client, Mode, Date, Salesperson
Status TrackingDraft, Sent, Viewed, Accepted
Quote Amount & MarginSee gross and net profit
Conversion HistoryTrack which quotes converted to shipments
Export to ExcelFor bulk review and analysis

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