Quote History & Status Tracking

Monitor every quote's progress — from draft to closed

MK

Active Pipeline

$196.7k

6 active quotes

+12% vs last month

Win Rate

67%

2 of 3 closed

Above target

Avg Quote Value

$30.6k

across 11 quotes

+$2.1k vs last month

Expiring ≤7 Days

3

require follow-up now

Action required

Awaiting Response

4

sent or viewed, no reply

Follow up recommended

Total Quote Volume

$336.8k

11 quotes all time

YTD

Quotes by Status

Current distribution across all quotes

New Quote
Quote #Title / CustomerContactRepValueStatusCreatedSentExpiresLast Activity
QF-2026-0047

Enterprise Platform Proposal — Q2 2026

Meridian Technologies

Sarah Chen
MK
Marcus
$16,580
05/29/2026—
06/28/2026
05/29/2026
QF-2026-0040

Enterprise Expansion — 80 Seat Upgrade

Northstar Financial

Angela Russo
PS
Priya
$94,000
05/28/2026—
06/27/2026
05/28/2026
QF-2026-0041

Initial Discovery Proposal — Data Platform

Skyline Realty Partners

Diana Flores
MK
Marcus
$9,800
05/27/202605/29/2026
06/05/2026

7d left

05/29/2026
QF-2026-0046

Data Infrastructure Expansion — Phase 2

Quantum Analytics

Aisha Patel
MK
Marcus
$48,200
05/22/202605/24/2026
06/23/2026
05/28/2026
QF-2026-0044

Onboarding Package — Starter Tier

Cascade Retail Co.

Lena Hartmann
MK
Marcus
$8,900
05/20/202605/21/2026
06/04/2026

6d left

05/21/2026
QF-2026-0039

Data Migration + Onboarding Bundle

Ironclad Manufacturing

Robert Nguyen
MK
Marcus
$19,200
05/15/202605/16/2026
06/03/2026

5d left

05/25/2026
QF-2026-0045

Annual Platform Renewal + Priority Support

Northstar Financial

James Whitfield
PS
Priya
$62,400
05/12/202605/14/2026
06/13/2026
05/21/2026
QF-2026-0043

Custom API Integration — Healthcare Module

Vantage Health Systems

Marcus Johnson
PS
Priya
$31,750
05/05/202605/07/2026
06/06/2026
05/18/2026
QF-2026-0038

Professional Services Retainer — Q2

Quantum Analytics

Nathan Cross
PS
Priya
$15,000
04/28/202604/29/2026
05/29/2026
05/08/2026
QF-2026-0042

Mid-Market License Bundle — Annual

Apex Logistics Group

Priya Mehta
MK
Marcus
$24,600
04/15/202604/17/2026
05/17/2026
05/17/2026
QF-2026-0037

SMB Starter Package — Annual

Cascade Retail Co.

Lena Hartmann
MK
Marcus
$6,400
04/10/202604/11/2026
05/11/2026
05/11/2026

Showing 11 quotes

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