Trade Binderies – Estimate History



  • Updated automatically from Estimate Program
  • Identify Estimates by Customer, Sales Rep, Industry and ProductType
  • All Reports are range and date specific
  • % Won Reports by Customer, Salesrep, Estimator, Estimate Type
  • Identify Customers who haven’t requested Estimates
  • Flag estimate for follow-up


  • Find Estimates Quickly
  • Identify Estimate / Job Ratios by Customer, Sales Rep, Industry and Product Type
  • Provide Salereps with a list of all estimates for follow up
  • Ensure you are selling most profitable type of work
  • Follow up Desirable Estimates to ensure they aren’t Lost
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