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Tiered Quote: Finding Tiered Quotes in Your Quote List

Where Tiered Quotes show up in your quote list, and what's shown for each one.

Standard vs. Tiered Tabs

Your quote list page has two tabs — Standard quotes and Tiered quotes. Tiered Quotes don't disappear from your overall quote list; they're just labeled and grouped differently so you can tell them apart at a glance.

Statuses

Each Tiered Quote moves through the same kind of statuses you'd expect: Draft, Sent, Viewed, Selected, Approved, Deposit Paid, and Scheduled.

What Identifies Each Proposal

Rather than a generic title, the quote list shows the customer's name for each Tiered Quote, so it's clear at a glance who a proposal was sent to. You can search by customer the same way you would elsewhere.

Opportunity Rating

Opportunity rating still applies to Tiered Quotes, but it's tracked per package rather than once for the whole proposal.


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