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Proposals & Estimates report

How many proposals and estimates went out, how many came back, and how many are still waiting for an answer.

Where

Sales & CRM › Reports › Proposals & Estimates

Who

Anyone allowed to see this screen.

Choose what to Show, what to Count against, what the rows are Grouped by and the Period. A line sums the period: how many went out, were accepted and were declined, and the share accepted. A band counts those nobody has answered, and how many of them are past their expiry date. The table shows, for each group, Sent, Accepted, Declined, No answer, the Acceptance rate and the Value accepted. Export downloads it.

The report follows the documents that went out in the period, whenever the answer came. That is what makes one period's rate comparable with another's.
Proposals & Estimates report