Quotes

<This page is under construction for CommitCRM 5.7 BETA>

Overview

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 imported from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.

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.

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.

Quote Life-cycle

Each Quote has a Status indicating what is happening with this Quote. Possible Statuses are:

• Open
• Lost
• Accepted by Web (by Customer via Web Interface)
• Won

Only an Open Quote can be updated. All Status changes are recorded in the Quote’s Audit tab.

When a Quote is first created, it is in status Open. It can then be modified in one of the following ways:

• Lost:
  Technician can change the Quote status to Lost, meaning the Quote was not accepted by the customer and will not be executed.
• Accepted by Web:
  Quotes that are marked as Public can be accessed and accepted by the customer via the Customers Web Interface. The customer can accept the Quote, which then becomes Accepted by Web. Note that this Quote is not considered won until it is updated by a technician to status Won.
• Won:
  Technician can change the Quote to Won, either from status Open or from status Accepted by Web. The Quote can then be converted to Charges or QuickBooks Invoices - see Converting Quote to Charges/Invoice.

See more details about what each status means in Quote Status.