QuoteWerks Support Portal

I'd like to be able to see a list of all quotes with their corresponding/current status in one view.

Quote 1-Sent Not Viewed-Date
Quote 2-Viewed-Not Accepted-Date
Quote 3-Submitted for Peer review-Not approved-Date

The reporting that I've come across so far doesn't really allow for this. Please direct me if this is something that already exists.

 

Unfortunately, some of this data is simply not in the QW database - which makes building reports on this data a little tricky.

1: Is the below useful. This shows all quotes, within set dates that have been uploaded but not yet viewed.

2: Set the 'What' to Customer Activity - this will shows quotes still open in white (not orange)

3: QuoteValet insight could be the best place here. This can show all quotes where approval has been requested (but not granted)