Have too many requests for quotes? Request a Quote Smart Search Addon helps you to search, save frequent searches and generate reports on requests for quotes.
Get EMD Advanced Filters and Columns Addon
Some of the highlights of this addon are below:
Search requests for quotes using multiple criteria.
Create custom powerful requests for quotes reports such as:
Find quotation requests submitted from certain zipcodes, cities, or countries.
List of quotation requests matching certain terms.
Find quotation requests above $1000 in value for Service A and in closing stage.
Find quotation requests submitted from 33180 zip code and deals could not be completed.
Find quotation requests submitted by a certain customer matching Net 30 for service A, B and C.
Save frequent searches and rerun them on demand.
Export search results to PDF or CSV.
Enable columns that are important and disable the rest to better organize your list.
Sort requests for quotes lists by fields.
Create custom task reports to gain insight such as:
Make price quoting easy for your team and customers