The Quote List helps your shop organize open quotes, track potential revenue, and stay on top of customer follow-up opportunities inside Printavo. This article walks through how to filter, sort, and manage quotes so your team can improve visibility into your sales pipeline and convert more opportunities into completed orders.
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
Comments
Please sign in to leave a comment.