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! 💬