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Xcitium Platform

Xcitium Platform

Quote Manager - Admin Guide

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Manage Quote Templates > Create A New Quote Template
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To The Quote Manager Module
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
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    • View Revenue Statistics
  • About Comodo Security Solutions

Create a New Quote Template


  • You can create quote templates for frequently requested orders. Each template includes specific items and prices.
  • You choose the template just before clicking the '+ New Quote' button:



 

  • You can, of course, customize the details in the template as you go through the new quote wizard
  • An existing quote can also be used as the basis of a template.

Create a new template

  • Click 'Templates' in the left-hand menu
  • Click ' + NEW TEMPLATE ':


 

  • Complete the new template form. Form fields are explained below:

Add New Template - Description of Form Parameters

Title of the Template

Name of the template. For example, you could name the template after the products offered therein.

Style

Select a design for the template. The style determines the logo placement, colors and fonts used in the quote.


Add/manage styles:

  • Click the gear icon at top-right then choose 'Settings'
  • Click 'Quote Appearance'
  • Configure your logo, color scheme and font.
  • Select 'Make Default' in the 'Title' row to have this style presented first in the 'Style' drop-down.
  • Click '+ ADD' at the bottom of the page to create a new style.
  • See Quote Appearance Settings for more details.

Header

Text which appears just underneath the subject of the quote.

  • Subject (H1 – main heading of the quote)
  • Header (H2 - sub-heading)

For example:


Quote for IT Services (subject)


From Acme MSP inc. (header)

Footer

Text which appears directly underneath the product and price summary. For example, 'All prices include sales and tax'.


Note - this is not the 'contact details' footer which appears at the bottom of the quote page.

Product Category Details

Add items (your products and services) to the template.

  • You can select items in three categories – Hardware, Software and Service
  • Use the search box to quickly find existing items.
  • You must have created some items before you can use this field.
  • Click 'Items' in the left-hand menu to view and edit existing items.
  • Click ' + New Item' to create a new product or service.
  • You can create tax rates by clicking the cog icon at top-right > settings > Tax rates
  • You can set taxes on specific items when you create the item.
  • Each item you add to the template is accompanied by its code, price, description and tax rate. You can change the item quantity as required. These details are shown in the final quote.


  • Click 'Save' to commit your template to the library.
 



  • You can now use the template as the basis of a new quote:
  • Go to the Quote Manager home page
  • Select your quote from the drop-down
  • Click ' + New Quote'



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