Your personal files

Estimate requests

Requests you haven’t sent to the quoters yet (2)

Requests you sent to quoters but haven’t received an estimate (1)

Requests that estimators declined to produce (2)

Estimates

Estimates received you haven’t opened yet (1)

Estimates you opened but haven’t decided on yet (4)

Estimates you are waiting for your manager or partner to approve before you progress to quote (10)

Estimates you asked to progress to quote (2)

Quote requests

Requests you haven’t sent yet (2)

Requests you haven’t received a quote for yet (1)

Requests that quoters declined to produce (2)

Quotes

Quotes received you haven’t opened yet (1)

Quotes you opened but haven’t decided on yet (4)

Quotes you are waiting for your manager or partner to approve before you accept (10)

Quotes you accepted but waiting for the quoter to create a binding contract by accepting your credit status (2)

Quotes you declined (8)

Binding contracts

Binding contracts (2)

Binding contracts you cancelled (3)

Binding contracts the quoter cancelled (2)

Binding contracts you are waiting for an invoice for as some or all the job has been done (4)

Binding contracts you have paid progress payments on but more invoicing to come (4)

Binding contracts you have settled (35)

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