About Quotes

The sales manager, the estimating lead and the owner.

How much is out, how much landed, and who is producing it are three separate exports. The close rate is whatever number was quoted last.

A Period picker, then two rows of cards: Pending, Quoted, Won and Close Rate; Average Pending, Average Quoted, Average Won and Average Margin. A Quoting Activity by Month bar chart with a dashed target line, then leaderboards by Sales Rep and by Estimator.

• The pipeline by stage, in dollars and count. Pending, Quoted and Won are the same three numbers every week, so the trend is visible without a spreadsheet.
• Rep and estimator, separately. Who is bringing work in and who is pricing it are different people with different leaderboards.
• Margin beside the wins. Average Margin says whether the work being landed is worth landing.
• The goal on the chart. The monthly target line comes from Revenue Targets in Settings, so the gap is visible on the same screen.

Estimators and sales reps, all day.

Open quotes live in whoever's inbox they were emailed from. Which ones are due this week, which are waiting on a review, and which have gone quiet is anyone's guess.

The working grid of open quotes. Search by quote number, title or customer; filters for Stage, Confidence, Project Type, Vertical Market and Business Segment shown as chips; per-row actions. Opening a quote loads its record: a Project Card with the stage indicator, integrity alert bar and action buttons, a Scorecard of title, estimator, sales rep, classification and dates, and pill tabs for Quote, Coverage, Project Files, Sharing, Notes, Review, Propose and Change Orders.

• One list, every open quote. Filter to a stage or a confidence and the list is the day's work.
• The whole estimate in one record. Parts and materials from the catalogs, labor, expenses, equipment and subcontractors, with the Cost Summary recalculating as lines are added.
• Price integrity before it ships. The integrity check lists every catalog item whose cost changed since it was added, with old cost, new cost and the difference.
• Review, propose, win, build. Request a review, generate the proposal, and on a Won quote press Create Project to hand it to the Projects group.

Whoever takes the call or the walk-through.

A quote starts as a copy of the last one with the header changed, and the classification that every dashboard later depends on (type, market, segment, confidence) is filled in late or never.

A single form. Customer and Location: search for the customer, pick a building (enabled once a customer is chosen) and a customer contact, with an Add New Customer modal that captures customer, building and primary contact in one go. Quote Details: quote form (A or B), title, confidence level, office, estimator, sales rep, project type, vertical market, business segment, and the four dates: quote due, project start, material onsite and anticipated completion.

• Classified at birth. Type, market, segment and confidence are set before the estimate exists, so every dashboard and the Revenue Outlook can count the quote from day one.
• The right form for the work. Form A is the general estimate; Form B adds fabrication, crew labor and escalation for the jobs that need them.
• A new customer without leaving the page. Customer, building and contact in one modal, then straight on with the quote.

Everyone with a hand in a quote: the estimator who needs a site measurement, the rep who owes a follow-up call.

The to-dos around a quote live in personal notes and email. When the estimator is out, nobody knows what was promised or what is still owed.

The standard task list, scoped to Quotes. Search by title, description or assignee, tasks with assignees, status, priority and due date, and the shared task modal to add or edit one, with attachments.

• The work around the quote, visible. Site visits, drawings, vendor pricing and follow-ups sit in one list rather than in one head.
• Assigned, dated, findable. Search by who owns it, and see what is due before the quote is.
• The same task tool everywhere. The modal and the list are the ones used across the application, so there is nothing new to learn.

Whoever signs off a quote before it goes out: the estimating lead, the branch manager, the owner.

A review request is an email, a hallway question or a printed quote on a desk. The reviewer does not know how many are waiting, and the estimator does not know whether the review happened.

The quotes waiting on you, and nothing else. Each opens a Submit Decision modal with the decision and optional notes. The decision lands on the quote's Review tab alongside the reviews list (reviewer, requested by, date, status) and the alert-approval history when a quote alert fired. When nothing is waiting the page says so.

• A queue, not an inbox. Everything waiting on you, in one place, gone from the list the moment you decide.
• The decision travels with the quote. Approve or reject with notes, and the estimator sees it on the quote's Review tab.
• A record of who approved what. Every review is kept with reviewer, requester, date and outcome.