New Report Shows Entire Lifecycle of a Quote

Just wanted to communicate that we had a large customer ask us to create a report that shows the entire life cycle of a quote from creation to purchase order.

This is not your typical report and is geared toward high end users and administrators, but it gives everything you ever wanted to know about the quote through the entire process. I see this as a good tool for tracking and management reporting purposes to determine if the process stalled anywhere along the way. If you’d like to see a sample, Click Here

Advertisement

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Connecting to %s

Follow

Get every new post delivered to your Inbox.