Sales workflow

Quote Tracking

Track customer quote requests from first contact through quotation, follow-up, pricing, and completed sales.

+ View Quote Requests

Total Requests #

0

Loaded quote records

New N

0

Awaiting first contact

In Progress →

0

Customer contacted

Quoted Q

0

Awaiting decision

Won ✓

0

Converted to sales

Lost ×

0

Not converted

Follow-ups Due !

0

Due today or overdue

Conversion Rate %

0%

Won ÷ closed requests

Quote Pipeline

Current position of customer requests

0

New

Awaiting contact

0

Contacted

Customer reached

0

Quoted

Quote sent

0

Won

Sale confirmed

0

Lost

Not converted

Quote	Customer	Service	Quote Amount	Assigned To	Status	Follow-up	Action