Quotations Extract

『WORK IN PROGRESS - NOT COMPLETE』

Overview

Captures all job-related data from QMS, including every stage of the shipment lifecycle—from pre-quotes and formal quotations to bookings and automation sync events. This extract offers a complete view of how a job progresses through the system, making it ideal for tracking and analyzing conversion rates, booking efficiency, and automation coverage. Users can leverage this data to monitor performance, identify trends in quoting and booking behavior, and gain insight into the timing and effectiveness of automation within the booking process.

Removed Columns

Here you will see the columns that have been removed from the export that existed prior to the new version being released.