Overview
When you send a quote through Greenscreens.ai, the system logs your quotes on the Pricing tab under Quotes. Tracking your quotes on the Quotes tab can show you which quoting strategies are working, and which team members are winning the most quotes.
On the Quotes tab, you can:
View a list of all your current and past quotes
Filter your view by user, customer, lane, broker, or date range
View win/loss statistics that update automatically
You can find the Quotes tab under Pricing in the top navigation bar. If you enable Greenscreens Ignite, you'll also find your quote analytics here:
Filters
You can filter Quotes using the fields along the top of the page.
Filters include:
Customer, location, and broker:
Date range (top right):
Tracking Quote Numbers
Your total won, lost, and expired quotes for the selected time period are noted right beneath the page filters.
Quote Status
Quote status updates automatically when a customer responds through the links in a Greenscreens quote email.
When you send a quote, it will appear as Sent on the Quotes tab. When customer accepts or rejects a quote using the links included in the quote email, its will automatically be updated to Won or Lost. If the expiration date passes with no response, the quote will be set to Expired:
If the customer responds, but not through the email links, you can edit the quote status manually:
Click the three-dot menu in line with the quote:
Select a new status:
Exporting Quote Data
You can export your quote data for the selected date range by clicking Export Quote data as XLSX.
Greenscreens Ignite
The Quotes tab can give you a general idea of your quoting success, but for serious analytics, check out Greenscreens Ignite. It offers win/loss quote analysis, up-to-the-minute margin information, and a high-level view of your pricing activity. Ignite puts detailed, real-time analytics right up front. To inquire about Ignite, contact your Customer Success Manager or schedule a demo.