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How to Use the Quotes Sent Report

Feature Availability User Permissions Business Type Time to Complete Skill Level
All plans and the free trial Sales Manager and Admin Travel Agency and B2B - Closing Deals About 5 minutes Beginner

Summary

Overview: The Quotes Sent report lists quotes sent in a date range, with their value, validity, whether the customer opened them, and which ones need a follow-up.

Prerequisites:

  • You are a Sales Manager or the Admin.
  • Your business type sends quotes (Travel Agency or B2B - Closing Deals).

Step-by-Step Instructions

Step 1: Open the report

  1. Go to Dashboard.
  2. On the Quotes Sent tile, click View. The report opens with the same date preset as the Dashboard.

Step 2: Set the date range

  1. Click the date button at the top right, pick a preset or Custom, and click Apply. The range is based on the date each quote was sent.

Step 3: Read the summary

  1. The line above the table shows the number of quotes, for example Showing 8 quotes, and the Total Pipeline value of the quotes listed.

Step 4: Read the table

Quotes are listed newest first. The report includes quotes that are Sent, Viewed, Accepted or Rejected. Columns:

  1. Date Sent, Contact Name (click to open the lead), Company and Email Address.
  2. Quote Value and Currency.
  3. Line Items: the number of items, or the number of options for a quote with options.
  4. Valid Until: shows (expired) in red when the date has passed.
  5. Priority: Hot, Warm or Cold.
  6. Quote Status.
  7. Viewed At: when the customer opened the quote, or Not yet opened.
  8. Response Time: time from the lead arriving to the quote being sent. Over 1 hour shows in red. A quote you recorded as sent outside Pippify shows a dash.
  9. Days Since Sent: over 3 days shows in red.
  10. Follow Up: a bell icon means the quote was sent more than 3 days ago and hasn't been opened. Quotes recorded as sent outside Pippify are never flagged.

Step 5: Follow up

  1. Click a row to open the lead and follow up with the customer.
  2. To open the quote itself, go to Quotes. See How to Find and Track Quotes.

Step 6: Search and export

  1. Type in Search name, company, email... to filter the list.
  2. Click Export CSV to download the rows shown. The file is named quotes-sent- plus today's date.

Verify It Worked

Success criteria:

  • The table lists quotes sent in the range you chose.
  • The Total Pipeline matches the sum of the listed quote values.

Troubleshooting

Common errors

  • "No quotes found for this period.": no quotes were sent in the range, or none match your search. Fix: widen the date range or clear the search.
  • The report sends you back to the Dashboard: your business type doesn't send quotes. Fix: see How to Choose or Change Your Business Type.

Limitations & considerations

  • Draft quotes and quotes pending review are not in this report. See them in Quotes.
  • The table shows up to 100 quotes at a time. Narrow the range or search to find others.
  • If your quotes use different currencies, the Total Pipeline adds the values together and shows them in one currency. Check each row's Currency.

Next Steps & Related Resources

  • Next steps:
    • How to Find and Track Quotes
  • Related articles:
    • How to Read the Dashboard
    • How to Record a Quote You Sent Outside Pippify
    • What Is a Quote in Pippify?

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/13/2026