Understanding the Actions Performed on Quotes

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Once a quote has been prepared, you can perform various actions on the quote. The subsequent sections provide information on each action that can be performed on a quote.

Submitting a Quote

You can submit the quote by mailing the PDF version of the quote to the customer, or by delivering the paper version of the quote through other means. When you click Submit on the Quote Details page, a pop-up window is displayed that enables you to determine the means of delivering the quote. You can also set a new status for the quote, if necessary. Select from the options, and click Save to perform the operation. A quote submit page is shown in Figure 1.

 

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Figure 1 Submit a Quote

Modifying a Quote

To edit details of a quote, click Modify on the Quote Details page, shown in Figure 2.

 

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Figure 2 The Quote Details Page

The Modify Quote page is displayed, as shown in Figure 3.

 

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Figure 3 The Modify Quote Page

Click Update to commit the changes or Cancel to abort the changes.

Cloning a Quote

Often, you may need to use similar quotes for a number of your customers. Instead of creating a new one all over again, you can use the cloning feature.

Cloning quotes is a feature that enables you to add new quotes, without having to re-enter common information. You can clone a quote using the Clone option.

To clone a quote:

1.Click Clone. A pop-up window that enables you to change information for the cloned quote will be displayed.
2.Select a new account and/or contact.

The rest of the details will be automatically copied from the source quote to the cloned one, as shown in Figure 4.

 

Quotes_clone

Figure 4 Clone a Quote

You can select to view either for the source quote or the cloned one.

3.Click Save to commit the changes, or Cancel to abandon them.

Adding a Quote Version

You may need to update a quote for various reasons, such as price changes, holiday discounts, and special offers. This would require you to emphasize that this quote is not a regular modification, but a new version of the initial quote. To add a new version of the quote, click Add Version located on the Quote Details page.

When you click this option, you will be prompted to confirm if you want to create a new version of the quote. Clicking OK created a new version of the quote and displays the Quote Details page. The system automatically adds a note, with a remark stating that this quote has been derived from a parent quote and is a version.

You can make changes to the version and click Update to save these changes.

Printing a Quote

Clicking the Print option enables you to open or save the PDF version of the quote. You can either print the quote or email it as an attachment.

Deleting a Quote

Click Delete to delete a quote when it is no longer necessary to have it in the system.

Closing a Quote

When a quote is complete or becomes invalid for any reason, you can close the quote using the Close button on the Quote Details page. Clicking the Close option, displays a pop-up window prompting you to select the reason for closing the quote, as shown in Figure 5. This window provides fields to specify the reason for closing the quote. Click Save to confirm your actions.

Closing a quote will not destroy the quote. The quote will be available for future use. Closed quotes continue to be displayed in quote searches, but you cannot modify them. However, you can:

Clone the quotes
Create newer versions of the quotes
Print the quotes
Delete the quotes

 

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Figure 5 Close a Quote