Managing Quotes

To learn how to move a quote thru the possible stages and to pass to Sales Order.

Instructions on how to manage a Quote

TABLE OF CONTENTS

• Quote Creation 
• Active Quotes
• Sold Quotes
• Lost Quotes
• Retired Quotes

Quotes can be created from an existing lead or adding a new one via the create new quote button. Quotes allow you to collect any and all information and change the building details however many times you want to until the customer is ready to sign and pay and turn it into an Order.

Quote Creation 

1. In section 1, choose your building style and size from the dropdown. Select the Type of Purchase you wish to continue with for the quote. If you select New Build, next click Start Designing. If It's Lot Stock, Immediate Sale, or Rental Return next you'll want to click select from inventory and choose which product is available to add to your quote.
   Keep in mind that all these types of purchases require previous set up in the company of building and WO creation in order to proceed successfully. Learn more about company set up.
    
2. In section 2, add the contact information. If you created the quote from a lead, it will use that information. Otherwise, you can enter new contact information here and it will save as a new customer for your company.
    
3. In section 3, add the Delivery Information. Enter the customer’s address. Then choose what type of delivery it is, and fill out the respective information for each via the "choose options" button to capture the customer's delivery needs. Also, you'll notice the calculation for the mileage fee, see below for an example of how you can customize the mileage fee calculation. Learn more about location address affecting mileage.
    
   

   Range Calculator: 50 miles from closest sales location to customer

   State A: 8-12 wide: $4.75 per mile 14-16 wide: $5.15 per mile

   State B: 8-12 wide: $5.25 per mile 14-16 wide: $6.95 per mile

    
4. In section 4, you can get a visual on the payment information. With the option of Cash and Rent to Own easily available to switch between. When you download the quote or send to customer, you will be able to see the Cash and RTO plans together for comparison.
    
5. In the last section 5, here you see the sales person information, as an Admin or Order Processing role you can assign any specific user or location to this quote as needed. If not in those roles, it will take your user profile as the sales person and you'll only be able to select the location(s) that you have access to. Learn more about roles here.
   
   Customer information in this step, is a summary statement showing what the customer is getting. 
   
   Quote and Attachments is where you can upload supporting files, download the contract to PDF, view notes, add notes, or share the url of the Quote. 
    
6. To save your quote, you can save and close to return to the active quote list, send quote to the customer, or place the quote to sales order. 

Active Quotes

Here is where you'll find the list of all your active quotes. These quotes can be placed to a sales order, retired, or moved to lost quotes to keep your list of working quotes decluttered. 

Sold Quotes

This is a list of all quotes that have been placed to a Sales Order, the only option is to view.

Lost Quotes

Here is where you'll find the list of all your lost quotes. These quotes can be moved back to the active list or simply retired. 

Retired Quotes

Here is where you'll find the list of all your retired quotes. These quotes can be moved back to the active list or moved to lost.