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Quotes
- Generate a Quote using quote generator when an Opportunity is in quote stage
- Personalize Email content using Email Templates.
A Quote is a formal statement issued by a seller to the prospective buyer; usually, upon request for a quotation. It contains the detailed list of Products and Services, Prices and Taxes, Dates, Parties involved, Addresses information, Terms, and Discounts.
- Create a Quote
You can easily create a Quote by entering information in the fields provided.
Follow few simple steps to create a Quote
1. Click menu icon.
2. Click Quotes under SALES.
3. Click Add Quote from top right.
4. Provide necessary information in the fields.
5. Click Save.
- Create a custom list of Quotes
If you would like to view Quotes that are due in July, you can create a custom list.
From Quotes page, click on the heavy_plus_sign button on the left panel to pull up the List creation page. Here, you can choose a name for the list, select columns you would like to view and specify the conditions (ex: Quote Due Date is from July 1st to July 31st).
- List view actions
List view of the Quotes module enables you to perform mass actions like editing, deleting and filtering records in bulk. In addition, you can also edit fields, workflows and picklist values.
Follow few simple steps to manage operations in the list view of Sales Order module
1. Click menu icon.
2. Click Quotes under SALES.
3. Click on checkboxes of desired Sales Order records beforehand performing edit and delete operations.
4. Click Edit to modify record(s) in bulk.
5. Click Delete to delete record(s) in bulk.
6. Click heavy_plus_sign > Create New Filter to create a new view and sort desired records in one bucket.
7. Click on to edit :
* Fields to configure fields through Layout Editor.
* Workflows to set up workflows through Workflows.
* Picklist Fields to configure picklist fields through Picklist Editor.- Operations you can perform in detail view of quote record
Detail view of quote record enables you to perform actions like editing, deleting, cloning, exporting the existing record in PDF format, etc
- Line Item Details block
Line Item Details block in Quotes module gives you the flexibility to add Products/Services, manage different prices through Price Books, and offer discounts.
Follow few simple steps to manage operations in Item Details block
1. Click menu icon.
2. Click Quotes under SALES.
3. In the create view or edit view of existing quote record, you can locate the Item Details block.
NOTE!
1. Dependent picklist in Inventory line items to support product hierarchy.
2. You can re-arrange the Line Item block and the fields within it
accordingly from Module Layouts and fields.
3. Tax with zero values are not shown in the Line Item block expect for
‘Fixed and Deducted’ taxes.
| # | Field | Description |
|---|---|---|
| 1 | Tax Regions | Select desired Tax Region from the drop-down |
| 2 | Currency | Select desired currency from the drop-down |
| 3 | Price Books | Click on the Price Books to pre-fill all line items selling price with the selected Pricebook. |
| 4 | Tax Mode | Select desired Tax Mode, Group or Individual |
| 5 | Product | Click on the Product icon to add products from your inventory |
| 6 | Services | Click on the Services icon to add services from your inventory |
| 7 | Price Books | Click on the Price Books icon to attribute different price value. |
| 8 | Discounts | Click on the Discounts link to offer discounts on the List Price |
| 9 | Add Product | Click to add a new Product block |
| 10 | Add Service | Click to add a new Service block |
- Associating Quotes with other records
This will display all-round view of relations of Quotes module with other modules and maintains a log of the complete history.
| Field | Description |
|---|---|
| Updates | To track all modifications done on quote record |
| Activities | To schedule a task |
| Documents | To associate documents with current quote record |
Dashboard
- Track your sales team activity, sales pipeline and sales performance on your dashboard.
- Create custom reports and charts and pin it to your dashboard.