How to create a new Quote in CrmOne

By incorporating quotes into CRM workflows, businesses can streamline their quoting process, enhance customer interactions, and improve overall sales effectiveness. It provides a centralized platform for managing quotes, tracking customer engagement, and leveraging data-driven insights to drive successful sales conversions. You can send  Quotes to your customers/clients using the products that you have created in your account.

How to create a new Quote.

 

Go to the sales tab and click on the Quotes tab.

Click on the   button and start creating a new Quote.

After Clicking the create button you will now need to fill out the fields needed for the quote. First, you need to select a Quote Deal to incorporate into the Quote. Once you have found your chosen Deal a few other details will be auto-populated. You will have the option to change a few details which will depend on your need.

Scrolling down, you will see the header which you can change depending on the quote you will be making. You can put here the title of your header. This can be either your company's name or your name which will depend on you what you wanted to include. You will also have the option to add another header by clicking

Scrolling down, you will have the option to add a comment to the buyer. You can put here notes about the product, appreciation message or any other details regarding the product.

Scrolling down, you will now have the option to edit the product. You can actually add multiple products which will be a good additional detail for your quote. You can change the quantity, line price, and unit discount if needed.

By adding a new product you just need to click  You will have the option to choose which product you wanted to add. Once done you can click Use Products to continue.

Now you can see that the new product has been added to the list. You will also notice that the Total price has been changed. It can also change if you add a Discount, Fees, or Tax

To add a discount You can just click the blue button to continue.

Now you can add a discount by clicking the Add Discount button.

Now you can put the name of the discount and the Amount. Now it will be automatically reflected real-time.

Now as you can see that the Total price has changed. This will be applicable as well with the Fees and Tax.

Now scrolling down, you will have the purchase terms. This refers to the specific terms and conditions that govern the buying process between a company and its customers. These terms outline the rights, obligations, and expectations of both parties during the purchase transaction. In a CRM system, purchase terms can be stored and associated with customer profiles or specific sales orders.  

Below your purchase terms, you will have Signature options and payment options. 

Now the last part is the Footer. You can add here the title of the footer which will be of your choice, the text, and the image. You can still add another item if needed. Once you're done filling out the fields needed you can now proceed to the next step by clicking

On the last step, you will need to review the quote you will be sendng to your buyer or client. Once you made sure that the details are correct you can either save this as a draft or you can publish it right away.

If you choose to Publish the quote you will be receiving this notification. Since you have used a deal to make your quote, you will be asked if you also wanted to change the amount of your original deal. On this one, we can select No for now. 

Next page you have the option to write a message on the email you will be sending. If you have multiple emails you can select from the dropdown which one you will be choosing. Once done, you can now proceed and click Send Email.

If you have chosen to Publish, you will still have the option to Unpublish the Quote by clicking this on and off button

You can also click the Menu for other options like Recall & Edit, Published View, View, Clone, and Delete.