Sales Person Account - My Quotes

The My Quotes section gives your sales personnel access to their customers’ quotes, along with the ability to view and download each one. It lets your sales team monitor the status of each quote, helping them determine whether they need to make a follow-up with their customers for a particular quote or not.

The My Quotes section gives you the option to choose the customer account you wish to access through the Current Customer drop-down menu. Selecting a customer automatically displays the recent quotes made by that particular client.

The section also contains numerous fields and search features that will make it easy for your sales people to search, view, and manage the quotes of a particular customer, including:

• Quote Number
• Status
• Job Number
• Job Name
• Date Range
• Specific Date
• Date From & To

These search features can be used in combination with one another to make searching quick and easy. Once retrieved, the quotes can be saved and printed as a PDF file or as an Excel spreadsheet.