New Quote
Enter quote details below and save to the log
01 Quote Details
$
02 Outcome
$
$
03 Lead Source
04 Estimator Pro
05 Notes
Quote Log
All quotes for the selected financial year
| QU No. | Date | Month | Customer | Worksite | Int/Ext | Quoted | Status | Accepted / Declined | Sources |
|---|
Follow-ups
Not Confirmed quotes — flagged after 10 days outstanding
| QU No. | Date Quoted | Days Since | Customer | Worksite | Quoted Amount | Status | Notes |
|---|
Summary
Performance overview for the selected period
Status Split
Quotes by Month
Quoted vs Accepted ($)
Win Rate (%)
Worksite — Quoted Value
Interior vs Exterior
Reasons for Declining
| Month | Quotes | Accepted | Declined | Not Confirmed | Total Quoted | Total Accepted | Rate | Acceptance |
|---|
Print & Archive
Preview quotes and manage financial year archives
Print a Quote
Archive & New Year
Close off the financial year. Enter a label and click Archive — this generates a full annual report and lets you start fresh.
Archived Years