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.
- 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
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.
|
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).
|
Carrier |
Select the name of the shipping company. |
Shipping |
|
Inventory Manager |
The person responsible for shipping the order to the account or contact.
|
Organization Name |
The customer company that the quote is for (mandatory field).
|
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.
|
Tools |
You can perform two actions
using tools .
|
Quantity |
Number of items in stock. |
List Price |
There are three ways to populate the list price:
|
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:
|
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'
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.