Planned

Quotes not Authorized Report

A report showing Draft quotes not Authorised would be very useful for sales management purposes. 


2 people like this idea
  • We have a number of clients who would also appreciate this functionality.
    Primarily this would be useful for businesses who sell in bulk and/or offer regular discounts to customers who tend to hold off on authorising the quote until the final price can be reviewed, price changes applied etc. before sending to the customer.
    Having a report to run to quickly get the details of the day's quotes to be authorised and export them for processing & analysis, would be a dramatic time saver and a much more thorough way of capturing all of the quotes and details than is currently available inside of DEAR.

  • I like this request.


    For our business, we also would like a report on quotes into sales orders.

  • Hi All

    There is Draft Estimates filter on sale list view. You can quickly find all draft estimates.

    As for reports we will add extra option to Outstanding Quotes report to show Draft estimates as well.


    Regards

    DEAR Team 



    1 person likes this
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