Would you consider adding a couple of Drop Down Menu options to [Custom Fields ] that can be selected to show up on Quote? and both Near the top?
Drop Down Menu from the Employee List (Rep Initials would be fine)
Drop Down Menu (To include 4 to 6 Searchable and Editable Items, capable of being Searched for more than one item)
My next request would be the ability to set up Multiple Memorized Reports, that would search these Fields.
This is no doubt is a tall order, but If you need me to explain what purpose this would serve, I could email you something that would explain it. I’m sure you’ll like it’s usefulness.