Add - Bidding as status for a quote.
In addition to - pending, awarded and rejected, it would be helpful to have bidding as a status. This would help us track projects that are still in the bidding phase where many contractors may be requesting bids from us. Would also like bid date to be added to the quote template.
Done Web Portal Suggested by: Patrick Haynes • Upvoted: 22 Sep, '20 • Comments: 2
Sarah Rossi Merged
When in the quote, there should be a button that says if the quote is for a bid or not. When on the main screen on the quotes there should be a way to categorize by salesman and bids
"Add Quote Bid Checkbox and Salesperson/Bid Sorting option on Quotes Dashboard" (suggested by Sarah Rossi on 2020-06-24), including upvotes (1) and comments (0), was merged into this suggestion.