Completed/Accepted Quotes on Home Dashboard

Question asked by Sharon Petrie 5 years ago

On the Home Dashboard under Quotes, I can only see my Completed quotes. As we use the Quote section for our orders, it would be great if we could also see the Accepted Quotes separately.

This way we would know our Completed Quotes are those still outstanding to convert to Orders and the Completed Quotes are Orders we are processing but have yet to Delivery and Invoice.

Thanks Sharon

1 Reply

Hi Sharon,

At the moment the 'Quotes' widget does only show completed quotes on the system, but I have passed this on to the technical team to review for possible implementation. Hopefully it will be something considered for future updates.

Thanks for the suggestion. If I get any further information regarding this, I will let you know.

All the best,


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