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CRM Admin Guide

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Marketing And Sales > Quotes > Manage Quotes
  • Introduction To CRM
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  • Marketing And Sales
    • Manage Marketing Campaigns
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    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
    • Import And Export Records
    • Emails
  • Inventory
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      • Create An Asset Record
      • Manage Assets
      • Mass Management Of Assets
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      • Add A Product
      • Manage Products
      • Associate Records From Other Modules To A Products
      • Mass Management Of Products
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      • Add Services
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      • Associate Records From Other Modules To Service
      • Mass Management Of Services
    • Price Books
      • Add Price Books
      • Manage Price Books
      • Mass Management Of Price Books
    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
      • Mass Management Of Vendors
    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
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  • Custom Views
  • About ITarian

Manage Quotes


    • The quotes list lets you view and update quote details, including contact information, shipping information, assigned staff and more.
      • Open a quote then click 'Edit' to view the quote action menu. You can email a quote to your customer as a PDF attachment, duplicate the quote, export the quote to pdf, create an invoice from the quote and more.
      • You can schedule activities and events for quotes from this interface. Activities will be shown in the calendars of team members that are assigned to the quote.
      View quote details:
      • Click 'All' > 'Quotes' to open the 'Quotes List' interface
      • Click on a quote in the list to open the 'Quote Details' interface

      To edit a quote:

        • Open a quote as explained above
        • Click 'Edit' in 'Quote Detail' interface
        OR
        • Click 'All' > 'Quote' to open the 'Quote List' interface
        • Place your mouse cursor anywhere in the quote row to reveal the icons on the right of the row.
        • Click the 'pencil' icon to open the quote edit interface:


        • See this table for descriptions of the fields in the 'Quote Details' interface
        • Update the quote details as required and click 'Save'
        The links on the right of a quote detail page let you view and manage the following items:
        • Quote Details – Shows complete quote details
        • Updates - Track all modifications done on the quote record
        • Sale Order - Lists sales orders associated with the quote. You can associate an existing sales order with a quote by editing a sales order. Click 'All' > 'Sales Order' > open a sales order > click 'Edit' > use the 'Quote Name' field to specify the quote which you want to associate with the order.
        • Activities - Allows you to view and add tasks to the quote

        See Associate a Sale Order to a Quote for more details.


        The interface allows you to:

        • Select a desired quote record
        • Click 'Edit' to modify a field information
        • 'More' menu:
        • 'Delete Quote' to delete quote record
        • 'Duplicate' to clone the record to use it as the basis of a new quote. See 'Clone a record' to find out more
        • 'Export to PDF' to export the quote record
        • ''Send Email with PDF' to send the quote to a contact as pdf attachment. See 'Emails' to know more
        • 'Create Invoice' to create an invoice for the quote record. See 'Create an Invoice' to know more
        • 'Generate Sales Order' to create a sales order for the quote record. See 'Associate a Sales order to a Quote to know more

          Activities


          A 'To Do' activity is a task with a set start time and a due date. You can assign the quote 'to do' to a staff member. For example, you may require the staff member to configure the quote, or may simply want to tell them to send it to the customer by a certain time. You can add a description in the field at the bottom. Quote activities will be added to the Customer Relationship Management (CRM) calendar.


          To create an 'To Do' activity:

          • Click 'All' > 'Quote' (under 'Marketing and Sales') to open the 'Quote List' interface
          • Click the quote name then click 'Activities' from the menu on the right
          • Click 'To Do' in the activities interface

          The 'Creating New To Do' interface will open:



          • Complete your activity details and click 'Save'.

          See 'Manage Shared Calendar' for more details on the 'Event/To Do' full form.

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