4.4 Quote List: Manage & Win More Sales Opportunities

Quotes are money that could be in your pocket.

Stay on top of jobs requiring quote approval via the Quote list. Keep an eye on how much potential revenue has been proposed but is not yet guaranteed.

Click the statuses at the top of the page to filter jobs by status and revenue to easily know which customers need to be contacted to progress the associated job.

Click the headers at the top of the results table to further sort this possible revenue, in ascending or descending order, by:

  • ID (Job Number)
  • Customer
  • Customer Due Date
  • Total (Potential Revenue)
  • Owner
  • Status


NEXT: 4.5 Invoice List: Easily Track Money Owed

PREVIOUS: 4.3 Defining "Quote" vs. "Invoice"

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