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Marketing And Sales > Quotes > Create Quotes
  • Introduction To CRM
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    • Opportunities
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    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
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      • Create An Invoice
      • Manage Invoices
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      • Add Services
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      • Associate Records From Other Modules To Service
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      • Manage Purchase Orders
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  • Custom Views
  • About ITarian

Create Quotes


  • Click 'All' > 'Quotes' to open the quotes interface.

There are four ways to create quotes:

  • Create a new quote record – Setup a new quote from scratch. See Create a New Quote Record for details.
  • Clone a quote - Duplicate an existing record and use it as a starting point to create a new record. See Clone a Quote for details.
  • Create a quote from other modules –  You can create a quote from the organization, contact  product interfaces. Open one of these interfaces then open a specific record then click 'Quote' in the right hand menu. See Create quotes from other modules to know more.
  • Import quote records – Bulk import quotes from a .csv or .vcf file. See Import and Export Records for details.

Once a quote has been created you can associate it with organizations, contacts and leads as required. See 'Associating a Quote with another Record' for more details.


Create a New Quote Record

  • Click 'All' then 'Quotes' (under 'Marketing and Sales'), or click 'Quotes' on the title bar
  • Click the 'Add Quotes' button
  • The 'Create New Quote' page will open. The interface lets you specify general quote details, address and shipping information, terms and conditions, included products/services, and taxes/charges/deductions



 

Create New Quotes – Form Parameters

Form Parameter

Description

Quotes Details

Subject

Specify a name of the quote. This field is mandatory.

Opportunity Name

Select the opportunity related to the quote.

  • Click the search icon to select from a list of existing organizations
  • Create a new opportunity by clicking the '+' icon

Quote Stage

Select the current status of the quote.

Valid Unit

The date that the quote is valid until.

Contact Name

Specify the contact for whom the quote was created (optional).

  • Click the search icon to select from a list of existing contacts
  • Create a new contact by clicking the '+' icon

Carrier

Select the name of the shipping company.

Shipping

Optional. Add general notes about shipping that are not covered elsewhere. For example, 'Same Day shipment required'.

Inventory Manager

The person responsible for shipping the order to the account or contact.

  • Click the search icon to select from a list of existing contacts
  • Create a new inventory manager by clicking the '+' icon

Organization Name

The customer company that the quote is for (mandatory field).

  • Click the search icon to select from a list of existing organizations
  • Create a new organization by clicking the '+' icon

Assigned To

Select the staff member responsible for the quote. This can often be the same member of staff responsible for the lead, opportunity or organization related to the quote. This field is mandatory.

Address Details

Copy Billing Address from

Choose whether to copy the billing address from the organization, contact or shipping address.

Copy Shipping Address

Choose whether to copy the shipping address from the organization, contact or billing address.

Billing Address

Billing address of the target organization.

Shipping Address

Shipping address of the target organization.

Description Details

Description

Enter a description of the quote for the target organization. This will be visible in the final quote.


Item Details

 Currency

 Choose the currency specified in the quote. The currency is specified in the 'Grand Total' row of a quote pdf.


Note: CRM currencies are defined in the settings interface. Click the cog icon at top right to open the settings interface.

 Tax Mode

 Select whether the Tax mode of quote is of a group or individual mode.

  • Group: Applies the tax rate defined in CRM settings to all products. The 'Tax' link will be displayed allowing you to edit the individual tax rate defined for the product. 
  • Individual: Applies individual tax rates for each product. Product tax rates can be defined in each product's details page.

 Tools

 You can perform two actions using tools.

  •  - Delete the item
  •  - Re-position the item to organize the items in a specific order.

 Quantity

 Number of items in stock.

 List Price

 There are three ways to populate the list price:
  • Simply choose an item in the 'Item Name Field'. The list price will be auto-populated if a price has been defined in the product's details page.
  • Enter the price manually.
  • Select a price book which specifies a price for the product.
  • Discount
  • Click the 'Discount' link to offer discounts on the price list
  • Select 'Zero Discount' for no discount



  • Select '%Price' and enter a percentage discount
  • Select 'Direct Price Reduction' option and enter a discount in amount
 

Total

  

Price after discounts are applied.
 

Add Product

  

Adds a new product item row to the quote.


Note: You can add product in two ways:

  • Enter the first three letters of the product name and select the product from the drop down menu
  • Click the product  icon and select an items from the product list.

 Add Service

 Adds a new service item row to the table.


  • Items Total – Total price of all products and services in the quote.
  • Discount –  Total discounts across all products and services.
  • Shipping & Handling Charges – Enter the shipping and handling charges for all items.
  • Pre-Tax Total – Total price of all products and services before taxes are applied.
  • Tax – Click the 'Tax' link to view set tax. Note: This field will appear only for 'Group' tax mode.
  • Adjustments - Specify if there are any adjustments such as discounts or extra charges on the taxable amount.
  • Click 'Save'.


Clone a Quote


CRM allows you to create a new quote using an existing record as a template. You can then edit the cloned record according to the requirements. This is useful, for example, when you have a quote which has all the required products and services already configured but you just need to edit the company details.


To clone a quote record

  • Click 'All' on the title bar and choose 'Quote' under 'Marketing and Sales' to open the 'Quotes List' interface
  • Click on the name of the quote record you want to clone to open the the 'Quote Details' interface
  • Click 'More' on the top right and choose 'Duplicate'



The 'Creating New Quote' form will open with the details populated from the original record.

  • Enter a new name for the new quote 
  • Edit the details as required. Descriptions of the form parameters are available in the table above. 
  • Click 'Save'.

The quote record will be saved and added to the list of quote records in the 'Quote List' interface.


Create a record from another module


You can also create new quotes from other modules. For example you can create a quote from a particular sales record. See 'Associate Records from other modules to a Quote' for more information.

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