Quote Totals

Question asked by Sharon Petrie 7 years ago

Would it be possible to have the total value of Quotes shown as we do with Sales and Purchase Invoices? The increased number of lines has been a major help but it would focus my sales team more if they could see what has been quoted and so what potential business there is.

2 Replies

Hi Sharon,

Ah apologies, currently, our system does not show the total of quotes but is in our pipeline which should be implemented very soon. In the meantime, the best alternative would be to export a CSV file from Tools > Export > Export > Select Quotes in the Data Type dropdown. You can then open the CSV file in a spreadsheet and sum up the quote values.

I will keep you updated as soon as this request has been implemented.

Thanks!

Tommy

Thank you - I look forward to the update when it is available.

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