Sales and quotes

Sales performance lists quotes from Quotient so commercial and ops can review the same record. Open a quote, check the lines, and share it when you need to pass it on. Path: /sales

VH3 Quote Documents are a different product

Follow-on drafts — letter, lines, Price, versions, and Ask Salma — live under Quote Documents (/quoting/documents).

Browse quotes

Open Sales performance in the sidebar.
Stay on Quotes (the Report tab is disabled today).
Open a quote at /sales/:quoteId.

Use Quote details and Selected items for the substance of the quote. Share controls are available when you need to pass it on.

When a quote becomes operational work

If a quote review surfaces account risk, incomplete scope, or a customer that already has open Cases, open Cases / Contacts and keep ownership on a Team. For company-wide operational questions, use Ask Connie. For VH3 follow-on drafts, work the Quote Document and ask Salma there.