Dashboard
🚗 Field log
Quote Status Tracker (days since RFQ, quote not yet submitted)
Sample Status Tracker (days since sample request, not yet submitted)
Pipeline
Recent activity
Today's follow-ups
Open complaints
Contacts
| Name / Company | Stage | Phone | Owner | Last activity | Next follow-up |
|---|
Pipeline
Follow-ups
Complaints
Quotations
Select customer
Recent quotations
📋
Prepare a Customer Quotation
Select a customer from the list on the left to load their approved quotes and prepare a PDF quotation.
How it works
① Select a customer from the left
② Choose approved & locked quotes
③ Set commercial terms
④ Download PDF / Email / WhatsApp
Travel Report
Visit details
| Date | Salesperson | Customer | From | To | Distance | Travel time | Map | Notes |
|---|
Period:
📄 Quotes Submitted
| Date | Customer | Quote No. | Size | Rate | Submitted by |
|---|
🧪 Samples Requested
| Customer | Description | Requested | Status | Days | Owner |
|---|
📋 All Enquiries in Period
| Customer | Description | Size | Ply | Qty | RFQ Date | Sample Date | Quote No. | Rate | Stage | Owner |
|---|