Using Reposite to Manage Quotes

View all incoming quote requests, track the status of each request, and manage each stage of your pipeline from one centralized dashboard.

Managing Quotes

Reposite makes it easy to manage inbound quote requests from Group Planners on Reposite. Navigate to the “Quotes” section of Reposite in the left sidebar navigation, and you’ll see all the quotes you’ve received through Reposite in one place.

The tabs at the top of your quotes dashboard will help you move quotes through your pipeline, maximizing efficiency!

TIP: Be sure to respond to planners in a timely manner. It demonstrates reliability and builds trust that you will be a communicative partner for future projects!

Here's a breakdown of the different tabs to help you manage your workflow:

  • All Active: All open quotes (that are not archived)

  • Incoming: New quote requests for you to reply to

  • Responded: You responded with a message, quote, or file 

  • Quote Sent: You sent a line item quote

  • Quote Accepted: The quote was accepted by a Reposite Planner

  • Booked/Paid: Bookings that are confirmed and/or paid

  • Archive: All archived quotes

Continue exploring Reposite!

  • Build out a profile with your service offerings, photos, and more. This will help more Planners on Reposite discover your business.

  • Discover Planners on Reposite through our “virtual trade show” like experience