Managing Quotes: Difference between revisions

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== Managing Quotes using Opportunities ==
{{usermanualssales}}
Using CommitCRM, you can easily file the quotes you send your customers under the specific sales opportunity they are related to.  This is achieved by using the Docs tab of a Sales Opportunity


Each Sales Opportunity is linked to a selected account (see more details in the [[Managing Prospects section]]). Managing the Opportunity's activity allows you to track the overall activity for this opportunity, including any Documents, Messages, Audit changes and History Notes.
__TOC__
You can save the quote documents in CommitCRM in various ways:
#Save the quote as an external file (such as a Word, Excel, PDF, RTF document) and link it to the relevant Opportunity in CommitCRM by dragging the file and dropping it onto the CommitCRM application window. If the quoting software you use does not support the saving-to-file option, simply try printing it to PDF and file the PDF file under the opportunity in CommitCRM.<BR><BR>
#Create a new MS-Word® quote template directly from CommitCRM and edit it via the application. To create documents, click the New button found at the bottom of the opportunity's Docs tab.<BR><BR>
#To save time you can copy any existing quote to a new one by right-clicking the document and selecting the Copy option. You can copy quotes previously sent to other accounts, or copy a quote document you've previously sent for this opportunity. The benefit of copying a previously sent quote for this opportunity to a new document, instead of just editing the previous document, is that in this way you will have a complete audit of all the stages and different versions of the quote you've sent your customer for this opportunity. For example, if you initially sent a quote for a new server with 1 year warranty, and then the customer wants to go with the 3 year warranty option, you can easily select the original quote, select the Copy option, and edit the newly created quote so it will include the 3 year warranty. This way you will always be able to see the quote you've originally sent to the customer and also the updated version.<BR><BR>
#If you send quotes by e-mail, either as an attached file or as part of the e-mail body itself, simply file the e-mail (with attachments, if any) under the opportunity in CommitCRM by dragging it from your e-mail software (Outlook®/Outlook Express®) and dropping it on the Opportunity record in CommitCRM. All these proposal documents will then be listed in the Docs and History tabs for each opportunity. Note that sale opportunities can contain as many documents as needed (for example different versions of the same proposal).


All these proposal documents will then be listed in the Docs and History tabs for each opportunity. Note that sale opportunities can contain as many documents as needed (for example different versions of the same proposal).
=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.  


[[File:commit_sales_opportunity_quote.gif|center]]
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]].
# '''[[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]].


Double-clicking on a selected document row will automatically open the associated software that displays the document content—MS-Word®, Excel®, TextPad, Power Point®, Acrobat®, Outlook®, or any other application.
=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.
 
[[Quotes|>> 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.
 
[[QuoteWerks_Link|>> Read the RangerMSP-QuoteWerks Link user manual]].
 
=See Also=
*[[Quotes]]
*[[Sales]]
*[[QuoteWerks_Link|RangerMSP-QuoteWerks Link user manual]].
 
[[Category:Work Flows]]
[[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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