Expiring Quotes by Salesperson Report with Email

$349.00

Turn expiring quotes to sales with our multifunctional Sage 50 Expiring Quote Report. Email quotes directly from the report. Works with Sage 50 and Peachtree Accounting.

Description

This is more than just a report, it is an interactive emailing machine.  The report is designed to email quotes details directly to customers to close the sale.

Grouped by salesperson, you can email blast individual reports directly to your salespersons.

This report contains 2 reports, one for the salespeople and another that may be emailed to customers.

Features:

  • Page by Page – the ability to email blast each employee with their customers expiring quotes.
  • Email a quote directly within the report.
  • The detailed quote report is editable, this includes logos and field title colors.
  • Editable checkboxes:  check in the box if the customer has been contacted.  Checkbox if the quote should be closed.
  • PDF is editable.  If the report is exported to PDF or emailed to employees.  They may use the report as a worksheet and email back to the office for staff to close the quote if needed.
  • PDF contains email hyperlinks, providing the ability to click on the customer email address and create an email directly from the PDF.
  • Table of contents and bookmarks to quickly view employees and customers.
This is a working report with many features.  A must-have report to contact customers with expiring quotes.

Additional information

Customize Service

Custom changes to the report.

Features

Email from Report, Page by Page Email Blast, Table of Contents / Bookmarks

Output Formats

HTML, Image, PDF, Report, Spreadsheet, Word Document / Richtext

Requirements

DSStudio Viewer Version 2.0 or greater

Works with

Peachtree, Sage 50

Sage 50 and Peachtree Accounting Data Services

Data Recovery

Sage 50 US and Peachtree Accounting Data File Repair Service.

 Fiscal Period Change

Change the fiscal period time for a Sage 50 or Peachtree Accounting Company.

Purge Service

Data Purging Service for Sage 50 and Peachtree Accounting.  Reduce file size increase program speed.

Data Transition

Many data-related services, which includes: Sage 50 Product Downgrade, Quote Removal Service, Failed Fiscal Year Close Fix, and bulk change inventory item costing.

Get In Touch

In a world full of options, we wanted to take a moment and say thanks for choosing us.

Our Knowledgebase is available for your technical support questions. 

All Sage 50 and Peachtree Accounting support is provided for a fee.

Contact Us

Contact Info

Fort Lauderdale, Florida, USA
Minneapolis, Minnesota, USA

954 – 523 – 8570

s u p p o r t @ d s c o r p . c o m