Quotes

A formal statement gives the estimated cost for a particular product or service issued by you to your customers.

Adding Quotes Information

You can add new Quotes in different ways,

  • Adding Quotes Manually

    • Click on the + Add Quotes button in the List View.

    • Add the appropriate details

    • Finally, click on Save.
  • Using Quick Create Button

    • It lets you to quickly add Quotes info from anywhere in Joforce CRM.

    • Click on the + icon in the top Quick Actions Menu bar

    • Choose Quotes from the drop down

    • In the Quick Create Quotes popup, add the related information

    • Once done, hit Save.

    • You can also access the complete Quotes Form right from here by clicking on Go to full form.
  • Importing Quotes from Existing Files

    • You can get all your existing Quotes information from different sources inside Joforce CRM with the built-in import option. Gather the list of Quotes information from different sources and convert it into CSV file and import all in one in just a click.
  • Creating Quotes from Products and Services

    • Navigate to the detail view of the desired record

    • Click on More → Create Quote

Default Quotes fields

By default Joforce CRM offers you with a List of fields, to add the Quotes related information in Joforce CRM.

You can easily add custom fields to your Quotes to add more Quotes related information.

Iteam Details

  • Tax Region - Specifies whether the tax is calculated based on specific value chosen from the drop down.

  • Tax Mode - You can use either Invidual or Group tax

    • Individual - Will take the Tax value that are defined inside each Product or Service

    • Group - Will take the Tax value defined globally (i.e. In Tax Management)
  • Click on + Add Product to add new product section and then click on Product icon to choose the Product.

  • Click on + Add Service to add new service section and then click on Service icon to choose the service.
item-details

Managing records in Quotes

Common action performed

  • Click on List text box in the top → click on Create New option beside the LISTS to create custom filters.

  • Click on Import → To import all your existing product information.

  • Click on More

    • Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields

    • Workflows → To add workflows related to your Task and Events.

    • Picklists Values → To modify the picklist values

    • Numbering → To create custom numbering for records

    • Merge selected records → To merge the records

    • Find Duplicates → To find duplicate in the module

    • Export → To export the data to external source

Action performed in the list view

  • Click on the Search icon in the right corner of the list table → To search for records in that module

  • Click on the Box icon in the right corner of the list table → To alter the header menu

  • Double click on the menu → To sort the menu.

  • Bulk Actions on multiple records → Select the desired records → click on the drop down menu in the top

    • Follow - To keep track of a record

    • Unfollow - Disable when you no longer need to keep track of a service information

    • Add Tag → To add different tag for the selected records

    • Edit → To edit the selected records on the whole (Mass Edit)

    • Delete → To Delete the selected records(bulk deletion)

    • Comment → To add comments to selected record

Actions done on single record

  • Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.

  • Click on the drop down in the right corner of each record

    • Details → Navigate to the detail view of the record

    • Edit → To edit the record

    • Delete → To delete the selected record
  • Click on the Eye icon in the right corner of each record → To get a quick view of your record info without navigating to the detail view

Action performed in the detail view

  • Click on Add Tag below the service icon → To add tag

  • Click on Follow - To keep track of a service information

  • Click on Edit → To edit the record

  • Click on More

    • Delete → To delete the record information

    • Duplicate → To replicate the already existing record to create a new one.

    • Export to PDF → To exprot the Quotes in a PDF format with PDF Maker

    • Send with PDF → To send the email by attaching the create PDF

    • Invoice → To create a new Invoice related to the Quotes

    • Sales Order → To create a new Sales Order related to the Quotes

    • Purchase Order → To create a new Purchase Order related to the Quotes

View/ addition of other module records related to the Particular Quotes

You can easily view/ add the other module records related to a specific Quotes.

  • Go to the detail view of the particular record

  • Click on the appropriate module icon. It displays all the related records.

  • You can also relate a new record either

    • By selecting from the already existing records

    • By adding a new record to that module

The list of modules included are

  • Activities, Documents and Sales order