Importing Quotation Lines via XLS
In this guide we will cover: – Creating an XLS Profile – Enabling Quotation Line Imports – Importing New Lines – Updating Existing Lines As of v2.188.1+, quotation lines can be imported and updated from an XLS file. Creating an XLS Profile First, we will need to create an XLS profile, which essentially maps the […]
Specifying Decimal Format in PDFs
In this guide we will cover: – Setting a Default Decimal Separator – Editing the Default on a PDF Template Note: This is a useful feature for our EU customers following EN16931 validation that requires ".", but may have conflicting regulations in their home country, i.e. DIN5008 in Germany. Setting a Default Decimal Separator In […]
How to add Images to Quotations
In this guide we will cover: – Changing the Product Icon – Adding an Image against a Product – Setting up the Quote Template to Show Product Images Changing the Product Icon To change the image that appears next to the item's name, select the icon next to the name. Now you will be prompted to […]
Quote Approved Workflow Automation
In this guide we will cover: – Setting the Quotation Automations on a Workflow – Use on a Ticket Associated Admin Guides: Quotations Workflows Related Guides: Modifying and Adding Workflows Setting the Quotation Automations on a Workflow In Configuration > Tickets > Workflows, choose the workflow you wish to add the automations to. Fig 1 […]
Internal Quote Approvals
In this guide we will cover: – Enabling Agent Quote Approvals – Approval Configuration – Determining which Agents can Approve Quotes – Simple Quote Approvals – Using Opportunity/Ticket Approvals Admin Guides: Approval Processes Quotations Enabling Agent Quote Approvals In Configuration > Quotations, enable "Allow Quotations to be approved before being sent or Sales Orders created". […]
Quotation PDFs
In this guide we will cover: – Customising with HTML – Customising without HTML – Adding Columns to the Quote Table – Setting a Default PDF Template for Quotes – Formal Proposal Template – Adding Approval Signatures Associated Admin Guides: Quotations PDF Templates Related Guides: Creating Quotations Custom Fields You can customise and change PDF […]
Navigating the Quotes and Orders module
In this guide we will cover: – Different sections of the 'Quotes and Orders' module – How to filter and sort results The Quotes and Orders module can be used for: Raising quotes/orders. Viewing open quotes/orders. Different sections of the 'Quotes and Orders' module The quotes and orders module is split into four sections and […]
Ad-Hoc Items on Quotes and Orders
In this guide we will cover: – Adding Ad-hoc Products – Receiving Stock of Generic Products Adding Ad-hoc Products When Creating Quotes and Orders, you can add an Ad-Hoc Product. This feature allows you to specify the product description for each line added. In the below example (Fig 1) I have clicked the button "Add […]
Approving Quotes Overview
In this lesson we will cover: – Sending a Quote for Approval – Quote Approval via the User Portal – Configuration Options for Quoting – Internal Quote Approvals – Creating a project off the back of a converted opportunity – Closing the quote and raising the order – Automatically create a Sales Order and Close […]
Quotation Status
In this guide we will cover: – Changing Quotation Statuses – System Uses on Statuses – Making Quotes not able to be edited Changing Quotation Statuses You can change Quotation Statuses in Configuration > Advanced Settings > Lookup Codes > *The entity to choose is "Quote Status" *. Fig 1. Quotation Statuses. Here, a few […]
