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Quotes

Quote statistics

The “Statistics” screen summarizes saved quotes using data from quote history.

1

Open “Statistics”

Choose “Statistics” on the dashboard.

2

Compare periods

Review the last 7 days, 30 days and 12 months. Each summary shows the number of quotes and their total net and gross value when Tax is enabled.

3

Check the data source

Statistics are calculated from quotes saved in “Quote history”. Editing or deleting a quote affects the next summary.

Related articles

Quote history and statuses

Find saved documents and check whether a quote is Saved, Sent, Accepted or Rejected.

Create a new quote

Select a client, add items and generate a finished PDF document.

Still need help?

Describe the issue in the contact form. We usually respond within 2 business days.

Contact us
EZINDRA

EZINDRA helps service businesses create quotes, manage clients and streamline day-to-day business operations.

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