Hey everyone We recently rolled out a brand new Quotes List interface, and it’s perfect for organizing your sales workflow like a pro.

Here are 7 essential views we recommend MSPs build out first. Each one helps you save time, close faster, and stay laser-focused on what matters most:

1. Sent Quotes — Expiring Soon

Filter: Stage = Sent, Sort by Expiry Date (Asc), Show Column: Expiry Date

Catch quotes before they expire and go cold. This one’s a lifesaver for closing deals in time.

2. Draft Quotes

Filter: Stage = Draft, Filter by Owner/s

Gives sales managers an instant view of which reps need a nudge to get quotes finalized.

3. Published but Not Sent

Filter: Stage = Published, Sort by Created Date (Desc), Show Column: Created Date

Avoid dropping the ball. This shows every quote that’s ready but hasn’t been sent out yet.

4. Expired Quotes — Recently Expired First

Filter: Stage = Expired, Sort by Expiry Date (Desc), Show Column: Expired Date

Re-engage or reissue quotes that just expired. Perfect for pipeline cleanup or second chances.

5. High-Value Sent Quotes

Filter: Stage = Sent, Sort by Upfront Total (Desc)

Keep your biggest deals front and center. Great for high-touch follow-up.

6. High-Margin Recurring Quotes (Won)

Filter: Stage = Won, Sort by Recurring Margin (Desc)

Highlight your most profitable recurring deals—ideal for forecasting, renewals, and team recognition.

7. Quotes for a Specific Organization

🧠 Filter: Organization = Client Name]

For managing renewals, upsells, and any account-specific quoting activity.

Want to Set These Up?

They take less than 2 minutes each, and once you’ve got them saved, your team will be running like clockwork.

Your turn!

Got a favorite filter or workflow you’re using in the Quotes List?

Drop it in the comments below — we’d love to see how you’re customizing it for your MSP!