Sage 50 and Peachtree Expiring Quotes Report
This report has the ability to email Customers directly from the report. Information from the report may be copied directly into your email. This is a great way to remind your Customer that their Quote is outstanding.
Included 3 reports for Sage 50 Expiring Quotes.
- Report 1 - Shows all Quotes Sorted by Customers.
- Report 2 - Sorted by Salesperson
- Report 3 - Sorted by Salesperson with Salesperson Range Selection.
- Ability to email Customer directly from the report.
- The report may be grouped by Customers or Salesperson. This grouping allows you to print or email each section to individual Customers or Employees.
- The report may be exported to PDF, Microsoft Excel, Microsoft Word, HTML, RTF (Rich Text), and MHT.
- Report Bookmarks (Document Map), jump to any Customer or Salesperson.
- Save report as Archive History Report. Archive reports take a snapshot of the report and its data.