My Quotes Guide

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

Start by clicking my quotes on the side bar menu

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

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

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

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 ..!!

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.

and your total estimated profit margin,

then your total revenue

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

and the total number of active quotes you have.

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

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

Or you can filter by the quote creation date

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

or filter by tax status,

by fulfillment type,

by source,

or by the brand

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

and the Quote number,

you can get right to the order by clicking here!

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

Customer name,

delivery address,

location the quote was placed for,

tax status,

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

Total amount of the quote,

Estimated profit margin,

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

and lastly, the balance due for each.

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

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!

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

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

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

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!