Dedicated Quotes Workspace

Quotation work deserves a workspace of its own. It involves requests, insurer selection, documents, reminders, multiple responses and a final comparison—not just a single field on a prospect.

WHAT WE ARE PLANNING

A dedicated Quotes Workspace that brings open requests, received quotes, pending responses, comparisons and follow-up into one focused area.

WHY IT COULD HELP

Operations teams could see what is waiting and what requires action without opening every prospect. Relationship teams would have a clearer picture of available options, while management could understand quotation turnaround and pending workload.

STATUS

Planned next. We expect the workspace to build on SIBRO’s existing RFQ and quote-comparison workflows.