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May 1, 2020
Question

I send out quotations and I want to know what % of my quotations are successful- how do I find that out?

  • May 1, 2020
  • 1 reply
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1 reply

AlexV
May 2, 2020

Hi there, jim110.

 

I'm here to guide you on how quotations work in QuickBooks Online.

 

When you send a quote within QuickBooks Online, your customer will receive an email. You can review all the emails you've sent through the Audit log. Once your clients agreed, you can now convert it to an invoice. You can refer to this article: Set up and send progress invoices in QuickBooks Online.

 

If you're referring to the percentage of the quotations you've converted into an invoice, we don't have that option. Though, the Quotes by Customer report will show us the status of all your quotes. You can pull up this report through the Reports tab.

 

Here's an additional article you'll want to read if you need more details: Set up and use quotes.

 

I'll be here if you need anything else. Have a great day!