Quote report

Check all of your quote related data: Sent, Rejected, Accepted
Written by Caitlyn baldassarre
Updated 2 months ago

You can run the quotes report to help you gain a better understanding of how many quotes you have sent and the statuses of those quotes.

How to run the quote report:

  • In 'Reports' click on 'Quote report' at the bottom

  • Select if you would like to view all quote data or data for a selected range

  • Click on 'Run report'

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