The idea is to implement a clear status-tracking system for quotes to eliminate confusion and ensure seamless communication between estimators and dispatchers. By defining each stage—"In Process," "Open/Completed," "Submitted," and "Won/Lost"—everyone will know exactly where a quote stands, making it easier to manage workload and respond quickly to customer needs. This structured approach will streamline the quoting process, reduce errors, and enhance team efficiency. With this we can also use it to track the time it takes the quotes from creation to the won status.
Hector Feliciano
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Everyone |
Hi Hector,
We have this functionality in PSQ, please see Workflow by Branch and Workflow by Owner. The data on dates is available in SalesLink - Executive, as long as the opportunity box is checked on the quote.
John Fennell will reach out to you with more information.