Sent Quotations
Demo dataThe record of every quotation issued, with its lines, value and current outcome.
Company context: All Companies
What this module does
- List quotations by number, customer, date, value and status across both businesses.
- Open the full line detail exactly as it was sent, including tolerance and testing requirements.
- Track outcome as won, lost, or still open, with a reason where known.
- Feed conversion reporting from real outcomes rather than activity counts.
Demo status
Quotation records reproduce the shape of historic Flamekut quotations for demonstration only.
Working in this prototype
- Demo quotations 79282, 79299, 79308, 79319 and 79321, totalling £9,286.00 net.
CARL in this module
CARL summarises what is still open and what it would chase next.
Outcomes are recorded by a person.
Ask CARL about this module