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Management Reports

ProQuote contains a number of standard user and management reports.

Reports can be previewed, printed, faxed or sent to MS-Word, Excel or Emailed. Ad-hoc reporting using 3rd party reporting systems (Crystal Reports, Impromptu and MS-Access).

Standard Reports Include:

  • Quote status at the summary or item detail level
  • Sales rep, customer or supplier activity reports
  • Sales forecast
  • Price book/Catalog listing
  • Won/Lost by product category
  • Customer quote
  • Internal quote worksheet with costs, margins & profit
  • Part activity report