• Login

DataSoft Corporation

DataSoft's Blog

Sage 50 Quotes Expiring Report

Sage 50 Accounting Sales Quotes Expiring Report

Report is sorted and grouped by either Employee or Customers.  Provides the ability to distribute each employee with their own report.

Includes useful data such as Customer Contact, Phone Number, and Email Address.   Customer Email Address is clickable directly to a new email to the customer.  You can also toggle the quote details with Hide / Show Details link right inside the report.

DSStudio reports have the ability to copy formatted text right from the preview windows.  This provides the ability to copy and paste report data right into the Customers Email.

There is 3 different version of this report:

  1. All open quotes by Customer ID
  2. Grouping by Salesperson, by Customer. 
  3. Selected Salesperson, by Customer

Works with all Version of Sage 50 US Accounting and Peachtree Accounting Software.