Filter, Search, and Report on Every Quote Request

This addon offers a range of powerful features, allowing you to effectively manage and analyze your requests for quotes. Here are some highlights:

1. Multi-Criteria Search:

   • Search requests for quotes using multiple criteria, providing flexibility in finding specific information.

2. Custom Reports Creation:

   • Create custom and powerful reports for requests for quotes, such as identifying submissions from certain zip codes, cities, or countries.

3. Advanced Search Queries:

   • Generate reports based on specific terms, values, or conditions, like finding requests above $1000 in value for a particular service in the closing stage.

4. Location-Based Searches:

   • Identify requests submitted from a particular zip code and track deals that were not completed, enhancing geographical insights.

5. Customer-Specific Searches:

   • Search for requests submitted by a specific customer, matching specific terms or payment terms for different services.

6. Saved Searches:

   • Save frequent searches and rerun them on demand, streamlining repetitive tasks and saving time.

7. Export Functionality:

   • Export search results to PDF or CSV formats, allowing for easy sharing, analysis, or record-keeping.

8. Column Customization:

   • Enable or disable columns to better organize your requests for quotes list, focusing on the information that matters most.

9. Sorting Capabilities:

   • Sort requests for quotes lists by various fields, facilitating quick and efficient data organization.

These features collectively provide a comprehensive toolkit for managing, analyzing, and gaining valuable insights from your requests for quotes, streamlining your workflow and enhancing decision-making processes.