Quotes

Posted on by Kim Hvidkjaer

A Quote is a formal statement issued by a seller to the prospective buyer; basically, upon inquiry or request for a quotation. It contains the detailed list of Products and Services, Prices and Taxes, Dates, Parties involved, Address information, Terms and Discounts etc.


Creating Quotes Individually

You can easily create Quotes by entering information in the fields provided.

Follow few simple steps to create a Quote

  1. Click All drop-down
  2. Click Quotes
  3. In the list view of quotes module, click Add Quote
  4. Provide necessary information in the fields, and click Save


Operations you can perform in list view of Quotes module

List view of 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 list view of Quotes module

  1. Click All drop-down
  2. Click Quotes
  3. Click on checkboxes of desired quote records beforehand performing edit and delete operations
  4. Click Actions > Edit to modify quote record(s) in bulk
  5. Click Actions > Delete to delete quote record(s) in bulk
  6. Click All Quotes dropdown > Create New Filter to create a new view and sort desired records into one bucket
  7. Click WrenchIcon.png wrench icon > Edit Fields to configure fields through Layout Editor
  8. Click WrenchIcon.png wrench icon > Edit Workflows to set up workflows through Workflows
  9. Click WrenchIcon.png wrench icon > Edit 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

Follow few simple steps to manage operations in detail view of Quotes module

  1. Click All drop-down
  2. Click Quotes
  3. Click on desired quote record
  4. Click Edit to modify field information
  5. Click More > Delete to delete quote record
  6. Click More > Duplicate to clone present quote record
  7. Click More > Export to PDF to export the quote record in default PDF format offered by Simply CRM
  8. Click More > Export to PDF to export the quote record in default PDF format and export to selected recipients
  9. Click on Export button under PDF Maker drop-down in the left to export customized quote records
  10. Click Tag Cloud drop-down in the left to tag current quote record. More details


Item Details block

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 All drop-down
  2. Click Quotes
  3. In the create view or edit view of existing quote record, you can locate the Item Details block
  4. The operations you can manage in Item Details block are depicted in diagram below

ItemDetailsBlock.png

Helpful links : Tax Mode, Price Books, Products, Services

Associating Quotes with other records

This will display all-round view of relations of Quotes module with other modules and maintains log of complete history.

Updates To track all modifications done on quote record
Activities To schedule a task
Documents To associate documents with current quote record