Managing Quotes: Difference between revisions
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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. | ||
In | In RangerMSP you can manage quotes in the following ways: | ||
# '''[[Quotes| | # '''[[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 | # '''[[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]]. | ||
= | =RangerMSP Quoting Module= | ||
Quotes in | 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]]. | [[Quotes|>> Read the Quotes user manual]]. | ||
=QuoteWerks® Link= | =QuoteWerks® Link= | ||
With the | 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 | 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 | 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 | [[QuoteWerks_Link|>> Read the RangerMSP-QuoteWerks Link user manual]]. | ||
=See Also= | =See Also= | ||
*[[Quotes]] | *[[Quotes]] | ||
*[[Sales]] | *[[Sales]] | ||
*[[QuoteWerks_Link| | *[[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
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:
- 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. - 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.