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How can I see when my quotes were last sent to a client?

Here's how you can use the Last Quote Sent custom column to sort your projects by when you last sent a quote.

Jake Scotto avatar
Written by Jake Scotto
Updated over a month ago

This feature is available on all Goodshuffle Pro Plans.

Head over to your Project List, and click Edit Columns to the top right.

You'll now see all of the custom columns you're able to add to your project list. Last Quote Sent is located under "Sales"

Clicking the check box will add the Last Quote sent column to your project list. You will be able to sort by the date you last sent out a quote. Additionally, you can filter by only your projects in the "Quote Sent" stage so you know who needs a follow up!

Want to learn more about custom columns?

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