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My Quotes Guide

This is a guide to the My Quotes page

Website Admin avatar
Written by Website Admin
Updated over 2 weeks ago

Welcome to the My Quotes page. Here’s everything you need to know to efficiently manage and track your quotes. Let’s dive in!

Getting Started

Start by clicking my quotes on the side bar menu

Getting Started

You'll see your name listed as the sales person at the top!

Sales Person

This page is split into two main tabs: active quotes and expired quotes.

Two Main Tabs

These are all of your current, and active quotes that have not become orders yet because payment has not been processed.

Active Quotes page

After a quote sits for 2 weeks, it gets popped into the expired tab. We do this so you can access them separately and follow up with customers you haven't chatted with in awhile - -- TIME TO CLOSE EM DOWN ..!!

Expired Quotes page

The first thing to notice is that your overall numbers are at the top of your list. This is a good tool for measuring your performance.

Date

and your total estimated profit margin,

Date

then your total revenue

Date

Next is the total amount that has been collected as deposits on your quotes,

Date

and the total number of active quotes you have.

Date

Active Quotes Tab

All your quotes are listed newest first, making it easy to track your most recent activity.

Active Quotes

Looking for something specific? Use the search bar to find quotes by the customer name, model numbers or quote numbers

Search Bar

Or you can filter by the quote creation date

List by Specific Date

Select a custom date range to give a more broader list.

Custom Date Range

or filter by tax status,

List by Tax Exempt

by fulfillment type,

List by Fulfillment Type

by source,

'eCommerce'

or by the brand

List by Products Brand

Check out the format, you've got the date of quote creation first,

Date

and the Quote number,

Date

you can get right to the order by clicking here!

Date

this is the number of available units by the individual quotes,

Date

Customer name,

Date

delivery address,

Date

location the quote was placed for,

Date

tax status,

Date

the date the quote expires, and how many days left till it hits that 2 week mark,

Date

Total amount of the quote,

Date

Estimated profit margin,

Date

If any deposits have been made, the amount is listed here,

Date

and lastly, the balance due for each.

Date

The last thing to mention is that your totals are listed at the bottom of the columns in the bottom right.

Check out 'Total' section

Expired Quotes Tab

Once a quote has sat for 2 weeks and not received any payment, it will pop over to the expired tab. Make sure to check this often so you can catch up with your customers!

Expired Quotes Tabs

Reactivated Expired Quotes

If you want to bring an expired quote back to the active tab, just click the renew icon here.

Reactive Expired Quotes

it will open the quote, just change the expiration date at the top.

Reactive Expired Quotes

Creating a New Quote

Need a fresh quote? Click “Create New Quote” in the top-right corner to start a new quote instantly.

Creating a New Quote

Stay organized and close more deals!

Use the My Quotes page to track deals, follow up with customers, and boost sales. Stay organized and MAKE MORE MONEY! We hope it's helpful for you!

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