Quote Reports

Overview

Generate reports on quotes.

Quote Status

View quotes created in the specified date range according to status.

Learn more in Quote Status Report.

Quote List

View a list of quotes, which can be filtered according to specific project tags and more. This report displays the same information as the table in Quotes A screenshot of a schedule icon with a grey calendar icon and an arrow. > All.

Learn more in Quote List Report.

Quote Activity

View system activity for quotes.

Learn more in Quote Activity Report.