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8 Search results for Active Quotes Panel

Version: 23.0    Build: 1.06    Release Date: 12/06/2022     Type: New     View All Features in Build
The Active Quotes panel indicator is now red if the quote is expired, and the currently open quote is indicated with a cyan color background.
Version: 5.0    Build: 1.46    Release Date: 01/20/2015     Type: New     View All Features in Build
The Open Document window has been re-designed to have a single search panel area with shortcuts that apply common search criteria to the search fields. You can now also search by the PreparedBy field. The Document type search choices now include "Active Quotes, Quotes, Orders, Invoices, "All". The search "shortcuts" are "MyActiveQuotes", "MyDocuments", "MyRecentDocuments", "AllActiveQuotes", "AllDocuments", and "AllRecentDocuments". Each user can set their preferred default under the Misc tab of the Tools-> My Preferences menu, "Document Search Default". You can also press the ENTER key in any of the manual input search fields to run the search. All other fields selections run the search immediately upon the selection change. Some new date ranges of "Last 30 days", "Last 60 days", and "last 90 days" were also added.
Version: 5.0    Build: 1.43    Release Date: 01/06/2015     Type: Fix     View All Features in Build
On the Active Quotes panel, if you had a document open, and you have the user preference set to "Auto display Active Quotes Panel", and you closed the Active Quotes panel, and then you saved the document, the Active Quotes panel would re-open.
Version: 5.0    Build: 1.18    Release Date: 12/12/2014     Type: New     View All Features in Build
On the Active Quotes Panel an "[R]" indicator will appear after the document number to indicate there are revisions related to this document. You can then open the document and choose the View->Document Revisions menu to see all the revisions.
Version: 4.9    Build: 4    Release Date: 02/25/2014     Type: Misc     View All Features in Build
The Active Quotes Panel now limits the results to only the first 20 active quotes.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
On the Open Document window, there is now a right click "Convert to Lost Sale" menu. This "Convert to Lost Sale" right click menu is also available on the Active Quotes Panel. It helps speed up the process by opening the quote and initiating the Convert to Lost process.
Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
There is now an Active Quotes Panel that can be displayed. When creating a new quote and selecting the contact you are creating the quote for, any active quotes for that contact will automatically be displayed in the Active Quotes Panel. This has several benefits. First, it brings to the sales reps attention that they or a colleague may already have an active quote out to this customer. In some cases you will just want to update the existing quote and send it out. This improves sales team communication, coordination, and eliminates the possible error of sending out more than one quote for the same project to the same customer. Second, this might be a quote that you created a while ago and lost. From here you can easily right click on the quote and choose "Convert to Lost". Third, you might realize that this customer already has several other outstanding quotes with you and you might want to re-focus your efforts on getting those quotes closed too. This Active Quotes Panel can be displayed by clicking on the icon on the Grid Toolbar. There is also a user level option "Auto display Active Quotes Panel" on the Misc tab of the Tools->My Preferences menu. This will automatically display the panel when selecting a new contact for a quote and when opening existing quotes. The Active Quotes Panel displays the quote number, quote name, SoldToCompany, and the amount of the quote. This information is displayed for any users regardless of if the logged in user has rights to view the quotes of other users. This is done in an effort to help catch duplicated efforts, where two sales reps end up creating a quote for the same thing for the same customer. While the logged in user will be able to see the limited information about the other users quote in the Active Quotes Panel, the logged in user will not be able to actually open the quote (if they do not have View rights). This feature can also help de-clutter the quote database. We might have created a quote one year ago to renew maintenance, the customer might not have moved forward. Now when we start creating a new quote, we will be alerted of the existing quote and we can just update that quote, save as next revision (getting a new quote number), and then resend that quote, eliminating clutter from our quote database as we go.

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Version: 4.9    Build: 1    Release Date: 10/08/2013     Type: New     View All Features in Build
Introducing QuoteValet Web. Gain insight and have mobile access to your QuoteValet Executive Dashboard, StatusBoard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. QuoteValet Web is a browser based solution and is included in your QuoteValet subscription at no additional charge. QuoteValet Web is packed with features, here are just some of the highlights. Executive Summary: Gain insight into your business with the Executive Dashboard. From this dashboard you can see the total number and dollar amount of all quotes sent, accepted, and paid for any given date range. You can see the top quotes and orders (by $ amount), all documents that were viewed by customers, any customer comments, or sales rep comments. When reviewing each of these documents, you can use the [Send Note] feature to email the sales rep feedback or questions about the quote and you can easily cc their supervisor. Also in the dashboard is the Comparitive Analysis which gives you a pivot table like breakdown of your sales reps performance based on number of quotes, number of orders, dollar amount of quotes and dollar amounts of orders generated within a specified date range. Great for comparing the performance between sales reps. StatusBoard: The Status Board shows a non-interactive version of the Inbox for all users, but limits the notifications to priority notifications like quote acceptance, payments, customer comments, and expired quote viewed. This is meant to be run and displayed on a large monitor in the sales area so that the sales manager can see that all QuoteValet customer activity has been addressed, like all orders have been processed, etc. It automatically refreshes every minute to get you realtime customer activity notifications. Also displayed on the Status Board is the LeaderBoard which is a rotating panel that shows a) The top($) 10 Accepted Quotes this WEEK b) The top($) 10 Accepted Quotes this MONTH, c) The top($) 10 Accepted Quotes this YEAR, d) The top($) 10 Outstanding Quotes this WEEK e) The top($) 10 Outstanding Quotes this MONTH, f) The top($) 10 Outstanding Quotes this YEAR. Inbox: The inbox is very similiar to the QuoteValet Dashboard inbox within QuoteWerks. Peer Reviews: This will show you any peer reviews requested on documents that you have the rights to view. Approvals: This will show you any approval requests on documents that you have the rights to approve. My Summary: Very similiar to the Executive Summary is limited in that it will only show information about your own documents and it does not include the Comparative Analysis feature found in the Executive Summary. Find: This is a great way to quickly find a quote and see its current status and all activity history without actually opening it in QuoteWerks.

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