ITarian

Step 4 - Generate and Send a Quote

Now that you have created your products ('Items') and your customers, you can create and send a quote.

Note - this step explains how to create a basic quote from scratch. You can also create time-saving templates which can be selected in the 'New Quote' screen.

The new quote can be configured and executed in four steps:

• Quote setup

• Add items

• Additional information

• Summary

Step 1 - Quote setup

The setup stage has two areas:

• Quote setup

• Private note

Quote Setup – Description Form Fields
Quote setup - Specify the quote recipient and configure basic quote details.
*To	Select a recipient that you added in Step 2 - Add Contracts. Enter a customer or company name in part or full. Matching contacts will be displayed for you to select. The quote will be sent to the email address you have on record for the customer.
*Subject	The subject line of the quote email.
Expires on	The date up to which the quote is valid. This is set at 30 days in the future by default. Click the calendar icon to change the expiry date To change the default date, click your user-name then 'Settings' > 'Quote Default Settings'
Style	Select the appearance of the quote. 'My Style' is selected by default To change the default quote style or add new styles, click your user-name then 'Settings' > 'Quote Appearance'. You can upload your company logo, change font/header/link styles and more. You can save multiple quote styles Once saved, new styles will be available for selection in the 'Style' drop-down of the 'New Quote' form
Private notes – Add comments for your reference and internal communication. These notes will not be shown in the quote sent to the customer.
Note heading	Title related to your note.
Note text	Brief information of the internal note. To add additional notes for the quote, click the 'ADD ONE MORE NOTE' button:

Fields marked as * are mandatory.

• Click 'Next' to proceed into the next step
  
  

Step 2 – Add items

 

The 'Add items' stage allows you to add fields which is available in the customer quote page.

 

• Specify the currency which you want to use in the quote (default = USD). If you change currency, all items will be charged in the new currency at the current exchange rate. You can manually change the exchange rate should you desire.

• To add products to the quote, choose the category into which your item fits then start searching the item in the text box.

• If you wish to add a brand new item instead (one that does not exist in Quote manager), click the 'ADD NEW ITEM' button and follow the guidance in Step 2 - Add Items. 

• Repeat the process to add more items 

• To remove an item click 'X' at the right of the Item name 

• To re-order the items in the list use the 'Up' and 'Down' arrows at the right end of the item details 

• After creating the item, QM will return you to the 'Add items' interface with the new item added. 

• Enter the discount that can be applied to the item price in the 'Quote discount' field.

Once the item has been added, basic details will be auto-completed from database records: 

• Code, name and description will auto-complete with the defaults on record for the item. 

• You can modify 'Price', 'Quantity', 'Unit Of Measurement', 'Tax' and 'Quote discount' on the quote. 

• Set a client discount (optional). Enter the % discount you want to offer on the total price.

• Click '+ Add New Item' to add more products and services to the quote. 

• The total value for all items, including tax, is displayed on the lower-right of the form.

• Click 'Next' to continue
  

Step 3 - Additional Information

• Click 'Next' to continue

Step 4 – Summary

 

The summary step allows you to review the quote and take the following actions:

• Save quote as draft - Store the quote for later. The quote will be shown in the quote list with a status of 'Draft' until you send it.

• Send - Immediately forward the quote to the customer. The quote status will change to 'Published'. See below for more information on what happens next.

• Previous - Click if you want to update any of the information you have entered so far.

 

• To send the quote from QM, click the 'Send' button. The quote 'Status' will change to 'Published'

 

• Customers will receive a notification email which contains a link to a web-page containing your quote. Customers can provide feedback or accept/reject your quote on this page. Your quote is securely hosted on https://quote.comodo.com. See Step 5 for more details on quote finalization.

• You can set reminders per quote from main 'Quotes' interface

• Click 'Quote Manager', then click any quote in the list.
  

• Click 'Download PDF' on the details screen if you want to print/archive the quote, or if you wish to send it to the contact manually

• Click 'Show Quote Activity' to show an itemized history of events pertaining to the quote
  

• The menu (top right) contains additional actions which allow you to edit the quote, preview it as a customer, convert the quote to a template or to withdraw the quote:

• All feedback from your customer regarding the quote will also be stored on the quote detail screen. Please see step 5 for more details on this