Quotation Status

In this guide we will cover: – Changing Quotation Statuses – System Uses on Statuses – Making Quotes not able to be edited What are Quotation Statuses? Every quotation in Halo has a 'status', this is used to help agents determine what the current status of a quotation is, and will control where the quotation […]

Viewing Quotes in the Portal

In this guide we will cover: – Turning on the Modules – Adding The Menu Button – Accepting or Rejecting a Quote – Adding a Video To a Quote – Adding $QUOTECANNEDVARIABLE to the PDF Template – User Authentication – User Access Admin Guides:  Quotations Self Service Portal Quotations are the start of sales processing […]

Creating Quotations

In this guide we will cover: – Raising a Quotation – Raising from an Opportunity – Raising Stand-Alone Quotations – Cloning a Quotation – Building the Quotation – Product Bundles/Groups – Adding Terms and Conditions based on Quote Lines – Editing the Quotation – Etilize Integration – Sending the Quotation  Admin Guides: Quotations Raising a […]