QPM@ecoinsight.com

1) Bid Board & Filters * Bid Board Views: * Bids/Projects * Customer View * Quick Due Date Filters: Users can quickly filter by the “Bid Due Date” for Today, Tomorrow, Week Ahead, All Future Projects, This Month, Year to Date * Advanced Filters: Users can filter by Assigned To, Bidder, Bid Due Date, Customer, Outside Sales Rep, Price Branch, Quote Due Date, Quote Status, Quote Type, and Team. * Search: Users can search by Bid/Project Name or Customer Name. 2) Bid/Project Details * Efficient Navigation: Drill into a Bid/Project from any view of the Bid Board to view related quotes data. * Customer Quick Filters: Users can quickly filter Quote data by Customer and view Bidder/Customer details. * Quote Cards: Each card shows Bid Due Date & Timestamp, Quote #, Quote Type, Quote Status, and Quote Value. * Separated Quote- and Bid-level Notes * Quote-level notes display Bid/Project Name + Quote #. * Bid/Project-level notes display Bid/Project Name. * Access Saved Bid Files: Access Saved Bid Files * View Assigned Bid Resources: View Assigned Bid Resources Access, Visibility, and Constraints * OSR Access Scope * Quote Sent * Closed: Customer Won | We Won * Closed: Customer Won | Tracking * Closed: Customer Won | We Lost * Closed: Customer Lost | We Won * Closed: Customer Lost | We Lost * Closed: Customer Lost | No follow up * OSR Restrictions: No Files icon, Cost, or Margin visibility in mobile; mirrors web-based OSR restrictions. * QSR Role: Team-level access restrictions are enforced. * Multi-bidder Handling: Only user-relevant bidder data is shown to avoid duplication. * Date Filters: Bid Due Date chips are available on top; Custom Date Range is only in Advanced Filters.