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Better Quote Management: Tailor Your Quote View and Improve Efficiency

June 17, 2024

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At Quoter, we’re always striving to enhance your experience by delivering powerful tools to simplify and streamline your workflow. Our latest update to the New Quotes List is no exception. Designed to modernize the Quote management interface and provide additional functionality, this enhancement offers new filter options and the ability to save customized views. Let’s dive into the key features and see how they can transform your quoting process.

Show/Hide Columns for a Saved View

One of the standout features in this update is the ability to show or hide columns in your New Quotes List. This flexibility allows you to create a view that works best for you. Whether you prefer to see only the most critical information at a glance or need a detailed overview, you can now customize your interface to suit your specific needs.

But it doesn’t stop there—these customized views can be saved with our Saved Views functionality. Once you’ve tailored your columns to your liking, save the configuration for quick access in the future. This ensures that you can effortlessly switch between different views as your needs change.

quote view columns

Powerful Filtering Capabilities

Our New Quotes List also introduces enhanced filtering options to help you find exactly what you need quickly. You can now filter by one or more Quote Owners, making it easy to view quotes from a specific sales team or a subset of users. This is particularly useful for managers who need to monitor their team’s performance or for anyone looking to focus on quotes handled by specific individuals.

In addition to filtering by Quote Owners, you can now filter by Custom Quote Number with a fallback to the standard Quote Number. This flexibility ensures that you can locate the precise quotes you’re looking for, even if custom numbering is used.

Sort by Recurring and Upfront Margin

We understand the importance of profitability in your business. That’s why we’ve added the ability to sort your quotes by Recurring and Upfront Margin. This feature allows you to prioritize your most profitable deals, giving you a clear view of which quotes are contributing the most to your bottom line. By sorting based on margin, you can make more informed decisions and focus your efforts where they matter most.

quote view sort filters

Centralized and Modernized Interface

The updated New Quotes List centralizes all quotes, including drafts, in one convenient location. This consolidation ensures that you have a comprehensive view of all your quotes, making it easier to manage your quoting process. With the addition of color-coded Stage filters, you can easily track the lifecycle of each quote, ensuring nothing falls through the cracks.

Our modern user interface includes informative tooltips and a reordered Actions area based on usage. This redesign makes it intuitive to edit quotes, send quote emails, access internal views, and toggle important flags. We’ve also included an action kebab menu for easy status changes, which may affect the Quote Stage.

quote view status

With these enhancements, managing your quotes in Quoter has never been easier or more efficient. From customizable views and powerful filtering options to margin-based sorting and a centralized, modern interface, our New Quotes List is designed to help you work smarter and achieve more. Try it out today and see the difference for yourself!

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