Reading your quotes
A quote list is a sales pipeline whether you call it one or not. Every quote is either waiting on you, waiting on the buyer, or decided. Reading it that way once a week tells you where deals are stuck and what is about to run out.
The list
Order Management › Quotes shows every quote, newest first. The columns:
| Column | What it tells you |
|---|---|
| Number | The quote number, ANG-… by default |
| Source key | The key the quote has in your ERP or CPQ system, if one raised it |
| Status | Where the quote stands |
| Company | The customer organisation |
| At list | The positions at list prices |
| Quoted | The positions at the quoted prices |
| Total incl. carriage | What the buyer pays: quoted goods plus carriage |
| Valid until | When the offer stops standing |
| Asked | When the request came in |
The filters are Number, Source key, Status, Origin (From a cart or Opened by sales) and Asked (a date range).
Four views worth saving in your head
Waiting on you. Status requested and in_review. Everything here is a
buyer waiting for an answer. requested means nobody has even taken it on yet.
The list is newest first, so work from the bottom up.
Waiting on the buyer. Status quoted and partially_accepted. This is your
follow-up list. Look at Valid until: a quote that runs out this week is a
phone call worth making today. partially_accepted is easy to forget: the
buyer took part of the basket and the rest is still a live offer.
Lost. Status declined, rejected and expired. Each one means something
different:
| Status | What happened | Worth asking |
|---|---|---|
declined | The buyer said no | Was it price, delivery time, or the specification? |
rejected | You refused to quote | Is the reason on the trail one that recurs? |
expired | Nobody answered in time | Did anybody follow up? |
expired is often the most telling. A high share of expired quotes usually
means a follow-up problem, not a price problem.
Won. Status accepted. The Decision column on each quote shows which
positions were taken, and the Trail tab shows the order or orders that came
out of it.
Comparing list and quoted
At list and Quoted side by side show what you gave away. A quote where
the two differ by 12% tells you more when you open it: each position shows its
list price, its quoted price and the reason (volume, competition,
relationship, clearance, cost_change, other). Over a quarter, reading
the reasons on your larger quotes shows whether discounts follow volume or
follow whoever asks most firmly.
Origin
Filter by Origin to compare quotes from the shop with quotes your sales
team opened. If most quotes are Opened by sales, your customers are still
phoning and emailing for offers. If shop requests mostly end expired, buyers
are asking and nobody is answering in time.
Going further
The list answers these questions one filter at a time. For counts over time,
hit rates by sales person or average discount by customer segment, take the
data into your reporting: every step of a quote is announced as an event
(quote.requested, quote.quoted, quote.decided, quote.rejected,
quote.expired), and a workflow can write them wherever you analyse sales.
See Events and webhooks.
What to check, weekly
- Nothing in
requestedolder than a working day. - Every
quotedquote running out this week has had a follow-up. - Every
partially_acceptedquote has a note on when the rest is expected.
Next
- Common quote problems: when the numbers do not look right.
- Request for quote in B2B: why response time decides the outcome.