From the estimating menu select quote list

This view allows to be able to see the status of quotes by selecting lists tab the quotes can be sorted into

Live Quotes – all quotes still open

All Orders – means Quotes

All Lost – Shows all quotes with a status of lost

All Regrets – Business decision to abstain from quoting

All Quotes – Shows all regardless of status

Column details This information is pulled from the actual quote if information is missing this is due to the information not inputted

Quote No - Unique number given to quote as it is raised

Revision – version if the quote is revised

Customer – Customer name

Tittle - Name of quote/project

Received Date – Date quote request received

Customer Return Date – date customer requires the quote returned

Actual Return Date – Date actually returned to customer

Estimator – Name of estimator who created quote/quoted prices

Project status - Choices are - buying-Lost -Order- Secured- Tender

Door/Doorsets - Choices are – Door kits – Doors only – Doorsets- Frames only

Total Price - Value of quote

Num Doors – Actual number of doors

Num Frames – Actual number of frames

Num Scr – Actual number of screens

ASP – Average selling price

Margin – Margin percentage made on the quote

Probability – Choices are 0% - 30%- 50% - 70%- 90%

Follow up – Date when quote will be followed up

Contact – Person to contact

Contact Phone - Contact telephone number

Contact Mobile – Contacts mobile Number

Contact email – Contacts email address

Project scope – Comments added here by estimator

Quote Folder – Option to upload folders by selecting pick a folder -currently not used as all information in Mondays.com SharePoint

Intel Site – Shows site where the quote was raised

To search and view a quote enter the quote number in the quote no column field search for the quote and select the … to open the quote.