Deadline for closing the quotation
- Marie-Noëlle Lamothe
- Valerie (Unlicensed)
Owned by Marie-Noëlle Lamothe
The deadline for closing the quotation allows you to set short-term goals per quotation while allowing you to track them quickly to avoid losing a sales opportunity.
Quotation
The information provided in the “Estimated Close Date” field of the quotation file is the projection of the date the vendor expects to finalize the agreement with the client.
Careful not to confuse with the module Quotation price validity
Follow-up
From the quotation file, you will be able to find out easily which quotations are taking longer than expected. The quotations displayed in red are those exceeding the estimated closing delay, regardless of whether they are won or lost, based on the estimated closing date.