Request a quote – Categorize quote requests

Categorize quote requests

Request a Quote lets you organize your by service, payment term or sales stage.

Request a Quote comes pre-defined payment terms and sales quote stages. These values can be modified to better suit your business.

You use these values to filter through your service requests, sort and group them to find or focus on important ones.

For example, you can quickly mark a quote request as Draft, Delivered, On Hold or Closed.

Make price quoting easy for your team and customers

Better tools lead to better results.