Pipeline
planned
Paul Lutkajtis
The ability to manage your quote pipeline more effectively:
- A 'Workflow' equivalent page, specific for quotes, with the ability to define custom quote statuses
- Ability to mark quotes as 'Closed Lost' to improve quote win rate reporting
- Customer-facing SMS/Email quote reminders
- Ability for customer to accept and sign for quote online
Paul Lutkajtis
Merged in a post:
Default Quote Expiry Date
U
Urban Seahorse
A quote expiry date at the top of a quote would be great, have a deafult setting somewhere that sets it to a nominated expiry time i.e 30 days, 14 days etc. Maricar made us a custom field with the expiry date but it requires manual input.
Paul Lutkajtis
Merged in a post:
Quotes visible on Workflow
S
Short Whippet
Good morning, we would really like to be able to see quotes we have done visible on the workflow if possible, please.
Paul Lutkajtis
Merged in a post:
Ability to change Quote to Lost in status
G
Gainsboro Beetle
Marking quotes as Lost would be great, yes you can archive these. But being able to label quotes would be great.
Paul Lutkajtis
Merged in a post:
Additional Quote Status's
G
Goldenrod Gayal
Hey team,
It would be really helpful if there could be additional status's for quotes.
Our quoting procedure has multiple steps and includes contractors so it would be really helpful to be able to use the workflow or Dynamic table to filter/organize by status's. Currently 'Draft' doesn't allow us to easily identify which quotes are with contractors and which quotes are in estimating and which quotes are sent out (submitted as quote).
Paul Lutkajtis
Merged in a post:
Additional Quote stages/status's
G
Goldenrod Gayal
Can you create the option to add more status's during quoting stage.
We have an estimation process during quoting stage which is hard to capture the different steps and people involved in the process
Paul Lutkajtis
Merged in a post:
Pipeline tracking
C
Cathy Sparkes
Tracking of Quotes in Factory
Paul Lutkajtis
marked this post as
planned