You have the option to print the open quotes for a specific branch, and if not used, all open quotes will be printed on the report. The data is sorted by the person who created the quote and then by the customer/job address. The report also lists the contact information, quote date, bid close date, quote id, status and quote total. There is also a count of quotes and total dollar amount per person, as well as report totals. If the quote status is maintained properly this is an excellent management report to keep up to date on open quotes for sales meetings.
Open Quotes List By Customer
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