Quotes Report
Quotes Report
Description
The Quotes Report in the ERP application provides a detailed record of all quotations created for customers within a specified date range. It helps businesses track quotation activity, monitor potential sales opportunities, and analyze quotation-to-order conversion rates. This report allows users to review quotation details, including customer information, quoted products or services, prices, validity periods, and statuses.
Purpose
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To monitor and manage all issued quotations in one place.
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To track pending, accepted, rejected, or expired quotations.
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To support sales teams in following up on open quotations and improving conversion rates.
Key Features
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Filter by date range, customer, status, or sales representative.
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Summarized view of total quotations issued and their values.
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Option to view, print, or export quotation details in PDF/Excel format.
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Drill-down capability to view line-item details for each quotation.
Sample Data
| Quote No | Date | Customer Name | Sales Rep | Total Amount | Status | Valid Till |
|---|---|---|---|---|---|---|
| QO-1001 | 01-08-2025 | ABC Traders | John Smith | ₹50,000.00 | Pending | 15-08-2025 |
| QO-1002 | 03-08-2025 | XYZ Enterprises | Sarah Lee | ₹75,500.00 | Accepted | 17-08-2025 |
| QO-1003 | 05-08-2025 | PQR Industries | Raj Kumar | ₹60,000.00 | Rejected | 20-08-2025 |
| QO-1004 | 08-08-2025 | LMN Services Pvt Ltd | Anita Verma | ₹85,000.00 | Expired | 22-08-2025 |
Benefits
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Improves quotation management efficiency.
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Helps sales teams prioritize follow-ups.
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Provides a clear view of potential sales pipeline.
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Supports decision-making with accurate quotation data.