Filter quotes by user

Patrick Morcus
Aug 23, 2021
min read
Product Updates

What quotes did I send out last week? When my colleague is absent, which quotes can I follow up on? Now you can filter quotes by who sent them.

You can now add a filter to show quotes for a specific user. This lets you easily check open quotes that need follow-up and review, for example, if your teammate is out of the office.

In the filter menu, make sure you're in the Quote stage, and then choose Quote Sent By and select a user.

Filter quotes by user in Rotabull

As always, let us know any feedback you have at

For now, happy & easy selling!

Patrick Morcus
Aug 23, 2021