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Changing the data columns displayed on the Sales Quote Dashboard

The Sales Quote Dashboard is a very useful tool to manage all of your sales quote and sales proposal, it allows you to update the status,  notes and version of all your documents.  The sales quote dashboard also provide an easy to use report / enquiry tool, for example review your profit margins, filter by status, the number of times a customer opens your document or when they last viewed your sales quote.

There are a lot of data items that can be displayed in the sales quote document list, this user guide explains how to show or hide data items displayed.

Managing visible columns

Click on the Sales Quote Dashboard, click on the Visible Columns button

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Changing the data columns displayed on the Sales Quote Dashboard - illustration 9bda7f71-d2a4-4943-806a-3b461d86d0fc

To show a data column, simply click on the data item so it is highlight blue. Those selected (blue background) will appear in the sales quote document list.

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