July 10, 2023

Quotes Grid Improvements


The Quotes grid now allows users to have more flexibility when viewing Quotes! Previously users could only filter by Status, but we have added more filters and additional KPIs for ultimate flexibility. Now, Quotes can be filtered by Status, Priority, Sales Person, Value, Created Date, Expiration Date, Due Date, Customer, or Company. The KPIs at the top of the screen have been expanded as well to include Draft, Needs Approval, Approved, Sent, Won, and Lost.