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
Better tools lead to better results.