We’ve introduced a new feature in SitePad CRM to give you deeper insight into why quotations are being lost and help improve future win rates.

What’s new?

• A new setting in Preferences > Quotations: ‘Enter Comments when Quotation lost’
• When enabled, selecting a ‘Lost’ reason will trigger a required ‘Lost Quotation Comments’ field
• In the quotation list view, you can now hover over lost quotations to see comments instantly
• Inside a quotation, simply double click the ‘Lost’ status to edit or update previously entered comments

Why this matters

• Better visibility on losses: Capture real reasons behind lost deals instead of vague assumptions
• Stronger sales insights: Identify trends like pricing issues, competitors, or timing challenges
• Improved team accountability: Encourage consistent and meaningful data entry across your sales team
• Faster reviews: Hover tooltips mean managers can quickly scan feedback without opening each quotation
• Continuous improvement: Use real feedback to refine pricing, positioning, and sales approach

This update helps turn lost opportunities into valuable learning, giving your team the insight needed to win more business going forward 📈