Here’s where you’ll find it in Manage WorkGroups.
Here’s where you’ll find it in the Viewing / Editing Records section of Logon Management for individual users.
You’ll also need to make sure there’s a checkbox in the Quotes section under Customise Pages.
Once all of that is completed you are ready to begin.
To start you’ll want to enter basic information for the Quote on the ‘Quote Settings’ page available from Administration > Quote Settings.
· Company Name
· Address, City, State, Zip
· Terms
· Etc.
You can upload a logo from this page. You can also change the color of the header.
From the ‘Quote Setting’s page you can also create, edit and delete Quote Templates. To create a quote template click on ‘Add Quote Template’.
This is a complete HTML editor with the ability to insert fields from the quote generator so you have the ability to create a completely customized quote. Some of the fields available to insert into the quote include the following.
In addition to Quote information you can also include contact information, sales, company, user fields and more.
Once you’ve got your templates set up are you are ready to use the quote generator. If you are familiar with the opportunity management system the quote generator operates in a similar fashion.
You access the quote generator from the Record Update / Sales update page.
Click Add to access the ‘Add Quote’ page.
A Quote number is automatically generated. You’ll need to provide a Quote name and select which of the contacts for this record the quote is going to. You’ll also have the following options:
· Taxable
· Discount Available
· Use a Quote Template
· Create an Opportunity
If you select the checkbox for ‘Create Opportunity’ this quote will automatically create an opportunity with the Products you have listed in the Quote.
To add products from to the Quote click the Add button and either select a product from the dropdown menu or click the magnifying glass and you’ll see ‘View Products’ page where you can select a product.
When you click submit the Quote will appear in the Quote section of the Record update page.
To edit or delete the quote click on the Quote Name.
To Print or Email the Quote, click on the Quote Name and click Create PDF from the Edit Quote page.
You can then either ‘Create PDF’ which will create a PDF that can be saved, printed or sent via your desktop email program
Or you can click Create PDF & Send Email, which will create the PDF and open the CRM email client so you can send it from within the system. The Quote system uses the standard HTML email client so you can either write an email or use a pre-defined Email Template.
