Sales Quote Dates display

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1

The date displayed on quotes is the “printed date”. For instance, i have a quote originally created in February 2021, and if i print it out today it shows January 2023.

For a variety of business reasons, it would be helpful to have some number of additional date fields both printed on the PDF as well as displayable in the “Quote List”.

  • Quote Created-on Date
  • Quote printed-on Date
  • Quote Valid Thru Date

We have had to use the default footer or the “External Comments” fields to add these information, but it is not in a reportable or sortable field and adds business risk when a customer tries to use a quote that is expired.

This would also facilitate customer follow-up for quotes that are nearly or just expired as well as closing our expired quotes for sales operations management.

2

Hi Greg,

Under Admin > Maintenance > Bonus Columns you can add quote bonus columns that will show up on the header. Below is example of what this might look like for Valid Thru.

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Feel free to reach out if you have any questions!

Regards,

Cetec ERP Support

1 Like
3

That worked like a charm!

Only thing was that the in the Query Builder, i had to select “Customer” from the drop down. If i left it as “(None)” as shown in your screen shot, the quote errored out on accepting and displaying the new field.