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Opportunities with Quotes and Quote PDFs Report
View details about the quote PDFs created for each quote associated to an opportunity. The default settings show you the most commonly used information from each object, but you can customize the report to view other information, such as who created or last modified each listed quote PDF.
The default settings for this report are:
- Format
- Summary
- Grouping
- The default report shows quotes and quote PDFs grouped by Opportunity Name.
- Selected Columns
-
Object Information Type Columns Opportunity Information - Opportunity Name
Quote Information - Quote Name
- Syncing
Quote PDF Information - Quote PDF: Created Date
- Quote PDF: Name
- Quote PDF: Discount
- Quote PDF: Grand Total
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