Just Released: Record Your Off-Platform Quotes with ‘Quote Emailed’

We know that business doesn’t always happen strictly inside a dashboard, with some quotes submitted via email to builders.
Previously, these “off-platform” wins weren’t reflected in your Quote Rate, leaving your performance data feeling a little incomplete.
We’ve introduced the ‘Quote Emailed
’ status to bridge the gap between your inbox and your insights.
What’s New?
For Subbies & Suppliers: 
You can now mark any Lead as ‘Quote Emailed
.’ This ensures your Quote Rate and Win Rate statistics actually reflect the hard work you’re doing on and off-platform.
For Builders:
 You’ll now see a ‘Quote Emailed
’ status whenever a subbie or supplier signals they’ve sent their proposal via email. While builders can’t set the Quote Emailed status, you can still update it to any other status.
Why It Matters
Accurate Reporting:
 Get a 360-degree view of your actioned Leads.
Better Communication: 
Subbies can now clearly signal to builders that the quote is sitting in their inbox.
Relationship Insights: 
Subbies can view overall Quoted/Win stats (builder-specific insights available on the Essential license).