Managing Quotes on the Quotes Summary Page

Managing Quotes on the Quotes Summary Page


Managing Quote on the quote summary page


Overview

This module explains how to use the Quote Grid to organize, track, and update quotes in OpsDriver. The Quote Grid helps sales teams stay on top of leads, assign follow-up tasks, and monitor progress through the quoting lifecycle.

1. Quote Grid Overview


The Quote Grid is the central location to:

  • View all quotes

  • Assign or reassign salespeople

  • Apply filters to sort by quote status, contact, or date

  • Track progress using status labels


Quotes appear on the grid automatically once created.

2. Assigning and Reassigning Salespeople


When a quote is created:

  • The original creator is assigned by default as the salesperson.


To update the assignment:

  1. Open the quote from the grid.

  2. Change the assigned salesperson to any other user in your team.

  3. Save changes—this updates accountability for the lead.


This is helpful when leads are passed from an inside sales rep to a territory manager or when reassigning due to workload.

3. Using Filters to Manage Workflow


You can apply filters to:

  • View quotes by salesperson

  • Search by quote status

  • Sort by creation date, organization, or contact name


Filters help prioritize follow-up and track team performance.

4. Quote Statuses and Lifecycle Tracking


Each quote is assigned a status that reflects its stage in the sales cycle.


Available Statuses:

  • New – Default for freshly created quotes

  • Assigned – The quote has been assigned to a specific salesperson

  • Contacted – The customer has been contacted; follow-up is in progress

  • Booked – The quote has been converted into a booking

    Optionally, enter the Booking ID if integrating with another operations system

  • Lost – The opportunity has been lost

    Choose a Lost Reason from predefined options, or select “Other” for manual entry


Additional organizational statuses include:

  • Duplicate – Mark if the quote was a repeated submission

  • Test – Mark for internal testing

  • Spam – Flag irrelevant or non-genuine inquiries

5. Best Practices

  • Update quote statuses regularly to reflect current engagement

  • Use “Contacted” and “Assigned” to manage team workload and accountability

  • Clean up old or spam entries using the Duplicate/Test/Spam tools

  • Always enter a lost reason when closing out unsuccessful quotes for better insight

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