Managing Quotes

Managing Sales Quotes

Sales Quotes management is very important. During the quoting process a sales quote may need to be approved by management prior to sending to a customer or prospect. Also, part of the sales quote management process is properly closing a sales quote. A sales quote can be set to Won, Lost, or Abandoned. Below are the steps to determine if a sales quote needs approval and how to close a sales quote as won, lost, or abandoned.

Submitting a Sales Quote for Approval

Before sending a sales quote to a customer or prospect, it will need to be approved. NOTE: The approval process is defined under the system administration. Once an approval process is defined, the approvals are automatically processed to determine how a sales quote is approved.

1. To submit a sales quote for approval, select the Approval needed, click here to submit link.
2. On the Confirm Action prompt, Select Yes.

Closing a Sales Quote

Proper management of open sales quote is to close in a timely manner.  To close a sales quote, follow the steps below.

1. From a Sales Quote, Select Actions, Submit Decision.
2. Select a Status of the Sales Quote.
3. Enter the requested information related to the customer decision. Labels in red are required. NOTE: Your available fields are customizable and may be different than what is showing in this document.
4. Select Save button.

Printing a Sales Quote

An unlimited number of sales quote templates can be customized for printing crmSeries sales quotes. To print a sales quote, follow the steps below.

1. From a sales quote, select Actions, Build Output.
2. In the Print Panel, select a Category from the list and select a Template. NOTE: Your available categories and templates may be different than what is shown in the image.
3. Archive Existing (Checkbox) – Check if you want to retain a copy of the current output document.
4. Select the Build button.
5. Select the Document tab and select the document name link to open the document.

Emailing a Sales Quote

1. Select the Document tab on the sales quote form.
2. For the document you want to email, select the pancake menu on the left side of the document row.
3. Select Email Document.
4. On the Email Document panel enter the recipient email information.
   1. Document(s) – Selected document that will be emailed.
   2. Contact(s) – List of all contacts that have a valid email address for the company that the sales quote is associated with.
   3. User(s) – List of crmSeries users.
   4. Custom – Ability to manually enter one or more email addresses.
   5. Comments – Additional comments to include in the body of the email.