Build a run
Upload the three Quoterite exports (base spec §2), pick a message template, confirm the run date, and build. Suppression and filter rules apply automatically — nothing is sent from this screen.
Quoterite — live reference
Reference only — does not feed the run below. Quoterite's live open-quotes data has no notes/status fields to run the filter rules against, so exports are still the real data source.
50Open quotes
$1,207,495Total value
| Customer | Rep | Value | Days open |
|---|---|---|---|
| Shane Ryan | Vince Armao | $122,716 | 31 |
| Marsel - swan homes swan homes | Mark Sillitoe | $49,521 | 16 |
| Ashraf ali Qambari | Shane Bydder | $36,808 | 34 |
| Gary Ban Gils | Mark Sillitoe | $34,684 | 22 |
| Pinky Sherawat | Mark Sillitoe | $32,476 | 61 |