indigo-doc
by
Priyank Dave
Priyank DaveThese are the requiement doc, transcript of our kickoff call recording of this project. Go through all the documents first, then try to understand the project fully and then ask questions for clarifications before you start planning the project.
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Quotes
Manage, track, and send customer quotes & estimates
AdminSend Quote
Auto follow-up: enabled
Visibility: Admin & Financial Staff
Synced with ServiceMate
Pending Quotes
24+12%
Sent Today
8+3
Awaiting Response
170%
Expired
5-2
Pending Quotes12 total
| Quote ID | Customer | Amount | Status | Created Date | Actions |
|---|---|---|---|---|---|
| QT-2024-0091 | Hartwell Logistics | $4,850.00 | Pending | 2024-05-01 | |
| QT-2024-0090 | Mercer & Sons Plumbing | $1,230.50 | Sent | 2024-04-30 | |
| QT-2024-0089 | Ridgeline Properties | $8,720.00 | In Review | 2024-04-29 | |
| QT-2024-0088 | Vantage Facilities | $3,100.00 | Pending | 2024-04-28 | |
| QT-2024-0087 | Sunset Industrial Park | $560.75 | Expired | 2024-04-25 | |
| QT-2024-0086 | BlueSky Realty Group | $11,400.00 | Approved | 2024-04-24 |
QT-2024-0091Pending
CustomerHartwell Logistics
Amount$4,850.00
Created2024-05-01
QT-2024-0090Sent
CustomerMercer & Sons Plumbing
Amount$1,230.50
Created2024-04-30
QT-2024-0089In Review
CustomerRidgeline Properties
Amount$8,720.00
Created2024-04-29
QT-2024-0088Pending
CustomerVantage Facilities
Amount$3,100.00
Created2024-04-28
QT-2024-0087Expired
CustomerSunset Industrial Park
Amount$560.75
Created2024-04-25
QT-2024-0086Approved
CustomerBlueSky Realty Group
Amount$11,400.00
Created2024-04-24
Showing 1–6 of 12 quotes
Follow-Up Queue
Quotes sorted by urgency — overdue items require immediate attention
6 requiring action
12days
QT-2047Overdue
Riverstone Plumbing Co.
ops@riverstoneplumbing.com+61 2 9876 5432$3,840
Auto
Follow-Up
10days
QT-2039Overdue
Blue Ridge HVAC Services
admin@blueridgehvac.com.au+61 3 8765 4321$6,200
Auto
Follow-Up
8days
QT-2052Overdue
Northgate Electrical
quotes@northgateelec.com+61 7 5432 1098$1,975
Auto
Follow-Up
5days
QT-2061Pending
Summit Mechanical Group
billing@summitmech.com.au+61 8 3456 7890$4,510
Auto
Follow-Up
4days
QT-2068Pending
Coastal Fire Protection
accounts@coastalfire.com+61 2 2345 6789$2,150
Auto
Follow-Up
2days
QT-2073Pending
Apex Building Solutions
info@apexbuild.com.au+61 3 9012 3456$890
Auto
Follow-Up
Quote Analytics
Conversion metrics, response times & top customers
Quote Conversion Rate
62%Converted
Converted62%
Declined14%
Pending18%
Expired6%
Response Time Distribution
Top Customers by Quote Volume
| Customer | Quotes | Win % | Value |
|---|---|---|---|
1Apex Facilities Group | 41 | 78% | $48,200 |
2Meridian Property Mgmt | 35 | 65% | $36,500 |
3Summit HVAC Services | 28 | 82% | $29,100 |
4BlueLine Construction | 22 | 55% | $21,400 |
5Pacific Coast Realty | 17 | 70% | $15,800 |
Performance Highlights
Avg Response Time
2.4 hrs-18% vs last month
Win Rate
62%+4% vs last month
Active Customers
138+9 new this month
Top Performer
Apex Group41 quotes sent
Quick Actions
Bulk operations for quote management
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