Quotes
- Headline figures
- Board of quotes
- Value by status
- Chase next
TEMPLATE · SALES
Quotes and proposals template
Every quote you send with its file, what it is waiting on, and the chases that turn it into a yes. Add it to your workspace and it starts with your own data.
Quotes and proposalsExample data
| Title | Status | Amount | Owner |
|---|---|---|---|
| Office fit-out, 3rd floor | Sent | 18,500 | David Ochieng |
| Annual maintenance plan | Draft | 6,200 | Emma Clarke |
| Brand refresh | Accepted | 9,800 | Emma Clarke |
| Cold room expansion | Sent | 42,000 | Emma Clarke |
| Solar backup for two branches | Declined | 23,600 | Emma Clarke |
WHAT'S INSIDE
Laid out and ready on day one.
3 pages your team opens every day, each with the views it needs.
All quotes
- Table of quotes
- Quoted by month
- Accepted by month
Follow-ups
- Calendar of follow-ups
- Table of follow-ups
FILLED FROM YOUR APPS
Starts with your own data.
When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.
Quotes you sent by email
Quotes and proposals sent from your mailbox, with the file and the client's answer.
Quotes saved in your files
Quote and proposal documents from a folder, for the ones not sent by email.
ON YOUR DASHBOARD
Its numbers, where you look first.
Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.
Quotes waiting on a decision
$103,150Waiting
2Expiring in 7 days
2Chases overdue
Quote win rate
$28,200Accepted
50%Win rate
$9,400Average won
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Add it to your workspace, choose where its data comes from, and your team can work in it today.