Recent Quotes & Estimates – Your Pipeline at a Glance
In service businesses, quotes = pipeline. OctopusPro’s Recent Quotes report gives managers and sales staff a real-time feed of every estimate created or updated—complete with links back to the linked booking and customer record—so you can follow up before the competition does.
Opening the Report
Navigation path: Left Menu → Reports → History Log → Recent Quotes
The grid loads in seconds, showing the newest activity first.
Understanding the Grid Layout
| Column | What It Shows | Example |
| Date / By | Timestamp plus user who created or last modified the quote. | “Today, 10:21 AM – by Donald” |
| Estimate # | Clickable code (EST-75087) + status badge (draft, sent, accepted, rejected, expired). | |
| Details | Quote date, current quote status (QUOTED), and service address. | |
| Customer Name | Click to open the customer’s CRM record. | |
| Amount | Total quoted price incl. tax. |
Status badges use WCAG-AA colours:
• Grey = Draft • Blue = Sent • Green = Accepted • Red = Expired / Rejected.
Filters & Personal Views
| Control | Location | Purpose |
| Dashboard Switcher | Dropdown top-right → All Dashboard / My Dashboard | View everyone’s quotes or just the ones you created. |
| Status Shortcuts | Optional quick links “Recent DRAFT”, “Recent SENT”, etc. | Jump straight to follow-up lists. |
| Column Sorting | Click any header (Date, Amount, Customer) | Prioritise high-value or newest quotes first. |
| Pagination | Controls at footer | Scroll back through historical quotes without exporting. |
Everyday Scenarios & Benefits
| Scenario | Workflow with Recent Quotes | Result |
| Daily sales huddle | Sort by Date to review yesterday’s quotes. | Assign call-backs and set conversion targets. |
| Fast follow-up | Filter Status = sent; open each EST and email reminder or SMS link. | Raise close-rate and shorten sales cycle. |
| Value audit | Sort by Amount; verify margin on $10 k+ estimates before sending. | Prevent underpricing and protect revenue. |
| Customer enquiry | CSR types EST-code in Global Search > jumps to report row > clicks booking link. | Gives customer an answer in < 30 seconds. |
| Individual KPI tracking | Reps switch to My Dashboard for a real-time quote tally and value. | Transparency and self-management. |
Best-Practice Tips
| Tip | Why It Matters |
| Schedule reminders – create automated tasks for sent but not accepted after 48 h. | Doubles conversion without manual chasing. |
| Export weekly (CSV icon) for marketing ROI analysis. | Match quotes to lead sources and refine ad spend. |
| Zero-value checks | Quotes with $0 often mean mis-entered line items. |
| Pair with Recent Bookings | Ensure every accepted quote converts to a booking. |
| Use Draft status | Let estimators save work-in-progress without triggering customer emails. |
Frequently Asked Questions
| Question | Answer |
| Does the report include expired quotes? | Yes—expired or rejected quotes appear with a red badge for easy spotting. |
| Can I see who edited a quote? | Open the estimate and click Activity Timeline for a line-by-line change log. |
| Are quotes synced in real time? | The grid updates the moment a quote is saved—refresh the page to pull the latest. |
| Is this available on mobile? | Yes. In the Fieldworker or Office app, tap Menu → Reports → History Log → Recent Quotes; the UI is optimised for smaller screens. |
Key Takeaways
- Instant visibility of every draft, sent, and accepted estimate.
- Built-in filters for owner, status, value and date ensure razor-sharp follow-ups.
- One-click drill-down to bookings and customer profiles for full context.
- Higher win-rates thanks to faster, data-driven sales workflows.
Log in now and open Reports → History Log → Recent Quotes to see how quickly you can turn fresh estimates into booked revenue.
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