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Sales
Which quotation needs follow-up before its deadline passes?
Outstanding quotations with customer, value, status and validity, so the next action has an owner.
SalesProject Managers
Sales quotes live in Business Central next to the projects and production orders they turn into. Sales reads them and lays the open ones out by deadline and value, so the follow-up conversation starts from the same list the project team will inherit.
Take a closer look.
Sales Quotes
Which quotation needs follow-up before its deadline passes?
Visual Tracking Sales Quotes brings customer, value, status, due dates and validity together.
How does your sales team keep outstanding quotations visible and make sure the next action has an owner?
How it works in Visual Tracking
Every open sales quote from Business Central in one table: customer, quoted value, status, due date and remaining validity, sorted by what expires first or what is worth most, with lines and attached documents on the quote and the project it becomes when won linked from the same record.
Sales ManagerCommercial Manager
How this fits
Project
A won quote becomes the project whose deliveries the timeline tracks.
Finance
The quoted value is the first budget the revisions are compared against.
Messages
The discussion with the customer about a quote stays on the quote.
See your open quotations the way the project team will
Book a meeting and we will look at how quotes are followed up today, then show Sales Quotes reading from your own Business Central. If it is not a fit, we will say so.