In the Quotes
dashboard, you can:
Feature | Description |
---|---|
Filters | Search by Client, Mode, Date, Salesperson |
Status Tracking | Draft, Sent, Viewed, Accepted |
Quote Amount & Margin | See gross and net profit |
Conversion History | Track which quotes converted to shipments |
Export to Excel | For bulk review and analysis |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article