How to Manage Quotes
To navigate to quotes
- While on a customer record, click Accounting.
- Navigate to the Quotes section.
- The following are steps to take while on the Accounting option in the Quotes section.
To create a quote
- In the Quotes section, click Add.
Note: This will open up a stepped process.
Get Started
- Pre-Populate: If set, the Monthly Charge and the Activation Fee can be pre-populated in the Quote.
- Select the desired Equipment Package.
- Click Next.
Details
- On the Details tab, fill out all the required fields.
- Make other changes if needed.
- Click Save. Optionally, the Save dropdown menu allows you to
- Save & Close,
- Save & Download/Preview, or
- Save & Send the newly created Quote.
- Choosing one of these options will complete the selection and close the window. Clicking Save, only, leaves the window open to view/edit the details or Send the Quote with a customized subject line and message (see explanations, below).
To view/edit a quote
- In the Quotes section, click on the desired quote row.
- You can now view/edit the quote. Make any desired changes.
- Click Save.
To delete a quote
- While on the Quote page, click Delete in the lower left of the page.
- A confirmation window will appear. To confirm, click Delete.
To convert a quote to an invoice
- While on the Quote page, click Convert to Invoice in the lower right of the page.
- Select the Term.
- Make other changes if needed.
- Click Save.