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{{usermanualssales}}
{{usermanualssales}}
__TOC__


=Introduction=
=Introduction=
IT service providers many times need to prepare organized and formatted pricing quotes & estimations to their customers, as a step in opportunity negotiations, or just formalizing a sale of a computer. Traditionally, pricing quotes include information about the customer you’re preparing the quote for, what work is going into the price, what the final price is (plus tax), sales agreement disclaimer, and customer signature.  
IT service providers many times need to prepare organized and formatted pricing quotes & estimations to their customers, as a step in opportunity negotiations, or just formalizing a sale of a computer. Traditionally, pricing quotes include information about the customer you’re preparing the quote for, what work is going into the price, what the final price is (plus tax), sales agreement disclaimer, and customer signature.  


__TOC__
In RangerMSP you can manage quotes in the following ways:
 
# '''[[Quotes|RangerMSP Quoting Module]]''':<br>Quotes in RangerMSP provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].
<br>
# '''[[QuoteWerks_Link|Use RangerMSP-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link|RangerMSP-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link|RangerMSP-QuoteWerks Link]].
=Managing Quotes=
In CommitCRM you can manage quotes under in the following ways:
# '''[[Managing_Quotes#CommitCRM Quoting Module|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].
# '''[[Managing_Quotes#Storing your Quotes in CommitCRM|File Quotes as Documents]]''': <br>Store the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Managing_Quotes#Storing_your_Quotes_in_CommitCRM|Storing your Quotes in CommitCRM]].
# '''[[Managing_Quotes#QuoteWerks.C2.AE_Link|Use Commit-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link|Commit-QuoteWerks Link]].
# '''[[Managing_Quotes#3rd Party Quoting Systems|Use other 3rd Party Quoting Systems]]''':<br> CommitCRM provides an API which allows 3rd party software to pull Item & Account information from the CommitCRM database, using ODBC. This feature would allow 3rd party Quote Management software that also supports ODBC to automatically pull your item list and accounts list from CommitCRM. The Quotes can then be stored in CommitCRM. See more details in [[Managing_Quotes#3rd Party Quoting Systems|Use other 3rd Party Quoting Systems]].


=RangerMSP Quoting Module=
Quotes in RangerMSP provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the RangerMSP Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to RangerMSP Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.


=CommitCRM Quoting Module=
[[Quotes|>> Read the Quotes user manual]].
Quotes in CommitCRM provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the Commit Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to CommitCRM Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view. See more details in [[Quotes]].


=QuoteWerks® Link=
=QuoteWerks® Link=
With the Commit-QuoteWerks Link, you can easily link your Quotes from QuoteWerks® to Sales Opportunities in CommitCRM, allowing you to track the sale stages and bill your customer easily from within CommitCRM.
With the RangerMSP-QuoteWerks Link, you can easily link your Quotes from QuoteWerks® to Sales Opportunities in RangerMSP, allowing you to track the sale stages and bill your customer easily from within RangerMSP.
 
QuoteWerks® Quotes are managed in CommitCRM under Opportunities. Quotes are linked to Opportunities, and the Opportunity amount is a summary of all linked Quote's amounts.
 
The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to CommitCRM, and the Opportunity amount will be updated accordingly.
 
[[QuoteWerks_Link|>> Click to for the Commit-QuoteWerks Link user manual]].
 
=3rd Party Quoting Systems=
In addition to the integration with QuoteWerks® (see [[Managing_Quotes#QuoteWerks.C2.AE_Link|QuoteWerks Link]] above), CommitCRM also has an API which offers ODBC support so that any 3rd party software can pull Item & Account information from the CommitCRM database. This feature would allow 3rd party Quote Management software that also supports ODBC to automatically pull your item list and accounts list from CommitCRM. Once you’re quote is generated via the 3rd party software, you can create a PDF/XLS file for the quote within the quoting software, and drag it into CommitCRM, as mentioned above.


The ODBC driver can be downloaded, installed, and used with ccrm, and little setup is needed to get working with it; however, the ODBC connector is still '''regarded as an advanced option''' which usually takes some prior experience with ODBC orientated databases in order to get to function properly.
QuoteWerks® Quotes are managed in RangerMSP under Opportunities. Quotes are linked to Opportunities, and the Opportunity amount is a summary of all linked Quote's amounts.


*For more information see '''[[Commit_API_Developers_Guide#ODBC_Data_Retrieval|Using the ODBC Connector]]'''.
The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to RangerMSP, and the Opportunity amount will be updated accordingly.


<br>
[[QuoteWerks_Link|>> Read the RangerMSP-QuoteWerks Link user manual]].


=See Also=
=See Also=
*[[ KB:_Using_Commit_Document_Templates |KB: Using Commit Document Templates]]
*[[Quotes]]
*[[ Commit_API_Developers_Guide#ODBC_Data_Retrieval |Commit API Developers Guide]]
*[[Sales]]
*[[Sales]]
*[[Managing Prospects]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link user manual]].


[[Category:Work Flows]]
[[Category:Work Flows]]
[[Category:Sales]]
[[Category:Sales]]

Latest revision as of 13:14, 8 July 2020

User Manuals > Sales > Managing Quotes

Introduction

IT service providers many times need to prepare organized and formatted pricing quotes & estimations to their customers, as a step in opportunity negotiations, or just formalizing a sale of a computer. Traditionally, pricing quotes include information about the customer you’re preparing the quote for, what work is going into the price, what the final price is (plus tax), sales agreement disclaimer, and customer signature.

In RangerMSP you can manage quotes in the following ways:

  1. RangerMSP Quoting Module:
    Quotes in RangerMSP provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in Quotes.
  2. Use RangerMSP-QuoteWerks Link:
    Users working with QuoteWerks® as their quoting system can use RangerMSP-QuoteWerks Link to create and manage Quotes directly in QuoteWerks®. See more details in RangerMSP-QuoteWerks Link.

RangerMSP Quoting Module

Quotes in RangerMSP provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be imported from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.
Customers can view Quotes using the RangerMSP Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.
The Quotes are linked to RangerMSP Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.

>> Read the Quotes user manual.

QuoteWerks® Link

With the RangerMSP-QuoteWerks Link, you can easily link your Quotes from QuoteWerks® to Sales Opportunities in RangerMSP, allowing you to track the sale stages and bill your customer easily from within RangerMSP.

QuoteWerks® Quotes are managed in RangerMSP under Opportunities. Quotes are linked to Opportunities, and the Opportunity amount is a summary of all linked Quote's amounts.

The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to RangerMSP, and the Opportunity amount will be updated accordingly.

>> Read the RangerMSP-QuoteWerks Link user manual.

See Also

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