Quote board · Carbonset
Every open quote on one board. No tab called FOLLOW UP.
Draft, Sent, Opened, Following up, Signed, Paid. Each quote sits where the customer put it. When you move one by hand, the stamp lands and the timeline records who did it.
How it works.
- 1Quotes file themselves
Sent, opened and following up move on their own, from what the customer did.
- 2Move what you know
A paper signature or a lost job: move the slip and the stamp lands.
- 3Read the column totals
Each column shows its count and its dollars, so Monday's meeting takes a minute.
Fine print.
| Setting | What it does |
|---|---|
| Columns | Draft, Sent, Opened, Following up, Signed, Paid |
| Lost quotes | Archived with a reason; reopen any time |
| Filters | Rep, town, value, age |
| Moving | Drag, or Move to on any card, keyboard included |
| History | Every move logged with a name and time |
| Plans | All |
In the docs.
Next: accounting handoff.
When a quote is paid, Carbonset creates the customer, the invoice and the deposit payment in your accounting software, with the line items named the way you named them.
Carbonset37 pages / Fictional brand / Demo site by Sumo Studios
Start
Main pages