Quotes report

Quotes report

The quotes report allows you to report on your quotes, with various filters.



After you run the report, click on the download icon at the top right of the report table to export in CSV, Excel or PDF formats.
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    • Archived quotes

      Quotes are automatically archived on the quote expiry date. This page lists all of your archived quotes. To un-archive a quote, click on the quote number, then un-check the Archived check box then click the Update Quote button.
    • Active quotes

      Here is a list of your active quotes. To add a quote, click the plus icon at the top right of the quotes table. If you have created some project templates, selecting one will copy all of the template stages to the quote once you click the Add Quote ...
    • Submissions report

      The submissions report allows you to report on your projects with various filters on the local authority fields: After running the report, click on the download icon to export the report in CSV, Excel or PDF formats.
    • Clients report

      The clients report allows you to view clients by the date you added them to PlanMan. To export the report, click on the download icon at the top right above the table.
    • Invoices report

      When reporting on invoices, you have the following options: From/To date Select dates here to see invoices created betqeen those dates. Report You can select the following reports: Outstanding invoices Paid invoices Draft invoices All invoices Sage ...