The home page will be your default landing location after logging in to your account. You can get back to the home page at any time by clicking the QuoteWin logo at the top left corner of any page.

The home screen is made up of four quadrants:

  1. Recent Projects
  2. Announcements
  3. My Tasks
  4. Part Numbers Quoted

These quadrants will give you high-level information about everything happening inside of QuoteWin.

Recent Projects:

  • Quickly access one of the last five projects you worked in
  • Click the module under the project name that you want to jump to

Announcements

  • View announcements made to any of your regions
  • Click Show Details to see the body of the announcement text
  • Click Add Announcement to write and post a message that will appear in the Announcements pane
  • Double click an individual announcement to edit or delete it

My Tasks

  • View any upcoming tasks assigned to your user account
  • Click the pencil icon to quickly mark the task complete without navigating to the project checklist
  • Click the project name to navigate to the project task list

Part numbers Quoted

  • View the part number totals flowing through QuoteWin for the past 6 months
  • Click Refresh to recalculate the part numbers or update the graph