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Quotes in draft status

Marsha Galicia avatar
Written by Marsha Galicia
Updated over 3 weeks ago

XBert Type: Standard
Accounting Software: Xero, MYOB
Country Restriction: All regions
Risk Type: Bookkeeping Risk
Business Function: Sales

Overview

The "Quotes in Draft" XBert identifies quotes from the past 12 completed months that remain in a Draft status. These unfinalized quotes can impact sales forecasting and may indicate delays in the sales process.​

What it does

This XBert:​

  • Scans quotes from the previous 12 completed months.​

  • Identifies quotes with a status of Draft.​

  • Groups these quotes by month.​

  • Triggers an alert for months where such quotes exist.​

The alert provides a count and total value of these draft quotes, aiding in reviewing pending sales opportunities.​

How it works

XBert evaluates quotes based on their status:​

  • Draft: The quote is being created and has not been sent to the customer.​

If any quotes remain in this status for a given month, XBert generates an alert detailing the number and total value of such quotes.​

The alert is automatically resolved when all identified quotes are either:​

  • Sent to the customer.​

  • Deleted from the system.​

Example/Use Case

Bill from ACME Bikes has negotiated a large sale of parts to a cycling group who host regular repair workshops. He’s prepared a quote with preferential pricing but it remains in Draft, awaiting management approval. The delay means the customer might go elsewhere, risking both the current sale and future business.​

Accounting software

This XBert is compatible with:​

Which countries it supports

All countries where Xero and MYOB are used.​

Processes

This XBert falls under the Bookkeeping – Sales (AR) category.​

To action:

  1. Click on the Quotes screen in Xero or MYOB to review items.​

  2. Review the listed quotes in Draft status.​

  3. Determine if these quotes should be sent to the customer or deleted.​

  4. Update the status of each quote accordingly.​

  5. Once all listed quotes are addressed, the XBert will auto-resolve.​

Regularly reviewing and updating quote statuses ensures accurate sales forecasting and efficient sales processes.​

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