QuoteValet Insight Document Explorer

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QuoteValet Insight Document Explorer

The Document Explorer allows you to locate documents based on type (quote or order), date range, and sales rep, as well as sort by date delivered/ accepted, amount of the document, or sales rep.


You can build a filter to locate specific documents using these settings, such as a specific sales rep’s quotes that were created this week, or group all reps’ orders together on one screen to see how many orders each rep closed last month.


Related Topics:

QuoteValet Insight Dashboard

QuoteValet Inbox

QuoteValet Insight Peer Reviews and Approvals

QuoteValet Insight Executive Summary and My Summary

QuoteValet Insight StatusBoard