Reports are a great way to make analytical decisions. Use the following (2) quote reports to know exactly where your sales pipeline is at any given time.
Sales - Quotes
This report gives the user tools to create a (summarized or detailed) Microsoft Excel report. Use the field boxes of (Location), (Dates), (Status), (Employees), (Status), and (Product & Service Filter) to get the exact Quote report you want.
Invoicing - Active Quotes
This report allows users to see a PDF of all of the quotes between two quote numbers at one time.
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