Sales Quote Summary Report

What this solution gives you:

• A real-time report that shows the number of quotes sent per month and the number of quotes sent by salesperson per month over the last 12 months
• A link to a custom report that you can access anytime
• A PDF copy of the same report sent to your inbox every first day of the month, or on your preferred schedule

How we will deliver this solution to you:

1. We will send you an order document to fill out.
2. When you return the completed order doc, we will review it and reach out to you in case additional information is required.
3. We will start building the report give an estimated date when it will be completed.
4. Once completed, we will provide the link to the report and schedule a PDF copy to be sent to you and your team on yor preferred schedule.

Cost to implement:

• Basic: $89/month including 3 reports, $20/month for each additional report
• Standard: $49/month including 3 reports, $10/month for each additional report
• Premium: 3 reports included in the package, $10/month for each additional report