Solutions · Operations and tracking
Quote tracking for materials sales operations
Quote tracking in Quote360 means every quote carries its own record - the stage it is in and each stage change, the proposal PDFs sent and the emails that carried them - so operations can see where a sale stands without asking the rep.
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What does the record of a quote hold?
Three records build up on every quote as it moves.
| Record | What is kept | How many |
|---|---|---|
| Stage history | From stage, to stage, who moved it and when | one entry per stage change |
| PDF snapshots | The exact proposal PDF the customer received | one per sent proposal |
| Communications timeline | Each email sent with its attachments | one entry per email |
How do workflows help operations?
Stages and stage owners make the process the same for every rep. Four ready-made workflows run from 3 to 8 stages, and each company can build its own.
What is tracked, and what is not?
Quote360 tracks the quote - its stages, documents and emails. It does not track trucks on the road or deliveries after the award.
Questions and answers
- Does a stage rule stop a quote from moving on?
- No. Stage rules warn when they are not met; the move is recorded in the stage history either way.
- Are customer replies on the timeline?
- Not yet. The timeline holds the emails sent from Quote360; replies arrive in your own mailbox.
Related pages
- SolutionsHow suppliers, contractors, resellers, haulers, dispatchers and operations teams use Quote360 to price, send and follow delivered construction materials.
- SuppliersPrice delivered aggregates, ready-mix, asphalt and cement with the haul and tax on every line, and send a branded proposal the same day.
- DispatchersKeep trucks, truck types, fuel types and sites with coordinates in one place, and see the priced route behind every quote before a load is promised.
- AggregatesQuote crushed stone, base, sand and gravel by the ton, delivered: pickup price, haul and tax per line, with a worked Class II base example.
- Ready-mix concreteQuote ready-mix concrete by the cubic yard with delivery and tax on every line, and see how a stronger mix changes the delivered price.
- AsphaltQuote hot-mix asphalt by the ton delivered, with the haul and tax on every line, and see how the length of the haul moves the delivered price.
- CementQuote bulk cement by the ton delivered, with the haul on every line and a tax rate you control, including a 0% line for exempt customers.