Viewing Quote Details

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After you have entered the basic quote information and inserted the quote into the database, the Quote Details page is displayed, as shown in Figure 1.

 

Quote_details

Figure 1 Quote Details

On the Quote Details page, you can define items (products and services) that need to be included in the quote. For more details, refer to Adding Quote Items, for any specific remarks, refer to Adding Quote Remarks, and for specifying terms and conditions, refer to Adding Quote Terms and Conditions. After entering the contact information and the list of items, the quote details display can be configured. To configure the quotes details, you can check any or all of the checkboxes as listed below:

Show the sub-total price, which displays an additional sub-total column in the list of items table.

The column, as shown in Figure 1, displays an individual item's price, taking into account its specified quantity. For example, if 'x' costs $180, then 10 numbers of 'x' would be 10 * $180 = $1800.

Show the grand total price, as shown in Figure 1, displays the grand total amount of all items for the quote under consideration.

Note: It is advisable to turn on both the options for easier verification.

Clicking action_icon displays a context menu with the following tasks:

Cloning the selected quote
Modifying the selected quote
Removing the selected quote

Adding Quote Items

You can add any number of items (products and/or services) to an existing quote.

You can select the items from an existing catalog of products and services from a pop-up window, which is displayed by clicking the Choose button, or create a quote item using Create Item from the pop-up window, as shown in Figure 2. This pop-up window is displayed by clicking Create on the Quote Details page.

Quotes_additem

Figure 2 Quote Add Item

Adding Quote Remarks

You can add remarks to a quote by:

Clicking Choose, as shown in Figure 3. A pop-up window is displayed listing the existing remark. Select an appropriate remark and click Done.
Creating a new remark for the quote by adding it to the existing pool. This can be done by clicking the Create button, as shown in Figure 4.

Quotes_remarks

Figure 3 Selecting Quotes Remarks

Quotes_add_remark

Figure 4 Adding Quotes Remarks

Adding Quote Terms and Conditions

You can add terms and conditions to a quote by:

Clicking Choose, as shown in Figure 5. A pop-up window is displayed listing the existing terms and conditions. Select an appropriate option and click Done.
Creating the terms and conditions for the quote by adding it to the existing pool. You can create terms and conditions by clicking the Create button, as shown in Figure 5.

Quotes_termsncond

Figure 5 Quote Terms and Conditions