Quotations

Ad-Hoc Items on Quotes and Orders

Approving Quotes Overview

This article offers a comprehensive guide on the process of quote approvals. It includes instructions for sending quotes for approval, configuring quoting options, and managing internal approvals. The guide covers how quotes can be approved either via a user portal link or email response. It details the customization of field lists for quote approvals and the use of email templates. The guide also explains the role of countersignatures, including email countersigning options for agents. Furthermore, it describes how to create projects from approved opportunities and the automatic creation of sales orders.

Creating Quotations

This article provides a comprehensive guide on creating and managing quotations within a system. It explains the steps for raising quotations, either from an existing opportunity or as a stand-alone, detailing product bundles, editing options, and Etilize integration. The guide also covers constructing the quotation and sending it to customers, including tracking changes and utilizing email templates. It emphasizes best practices such as linking quotes to opportunities for seamless tracking and outlines configuration possibilities for customizing the quotation process and integrating various functionalities.

How to add Images to Quotations

Importing Quotation Lines via XLS

This article guides users on importing and updating quotation lines from an XLS file in Halo. Key steps include creating an XLS profile to map spreadsheet fields to quotation lines, enabling quotation line imports in settings, and using the import function to add or update fields. New lines can be forced using 'force_new' in the spreadsheet. For updating, use 'Quotation Line ID' as a matching field to ensure existing lines are correctly adjusted.

Internal Quote Approvals

Navigating the Quotes and Orders module

This guide provides an overview of navigating the 'Quotes and Orders' module, detailing its various sections related to quotes and orders. It explains how to filter and sort results for easier management. The module is divided into parts covering quotations, sales orders, and purchase orders, each with subsections like open, closed, requires processing, and more. Settings for sales order functionalities such as 'requires ordering' and 'requires invoicing' are discussed, along with customizing column layouts for purchase orders.

Optional Items on Quotations

Quotation PDFs

This guide explains how to customize quotation PDF templates through HTML adjustments and without HTML involvement. It covers steps like adding columns to quote tables, setting a default PDF template, and adding approval signatures. Users can modify templates via core HTML or through the 'Appearance' tab for non-HTML changes such as adjusting margins or adding images. It also includes instructions for customizing columns and utilizing formal proposal templates, with tips for integrating agent and customer approval signatures into the PDFs.

Quotation Status

This article provides a guide on managing quotation statuses, including changing them and setting system uses. It explains options like disabling editing, hiding quotations from end users, and controlling acceptance or rejection. The status system determines if a quote is closed, accepted, or in use, affecting where it appears on the quotation screen. It also covers settings to prevent editing and automating sales order creation upon quote approval, emphasizing correct status settings to ensure functionality.

Quote Approved Workflow Automation

The article guides users on automating workflows for quote approvals within a ticketing system. It explains how to set up quotation automations by configuring workflows through the system's admin settings. Detailed steps include selecting action types for quote approval outcomes, which dictate workflow progression based on whether a quote is approved or rejected. The guide also covers practical application on tickets, showing how workflows transition to different stages depending on quote acceptance or rejection.

Specifying Decimal Format in PDFs

Viewing Quotes in the Portal

This article provides a comprehensive guide on managing quotes in a portal, detailing steps like enabling modules, adding menu buttons, and navigating quote acceptance or rejection processes. It explains how to incorporate videos and text variables into PDF templates for quotations. User authentication and access level settings are also covered, allowing users to manage who can view and approve quotes. The guide includes configuration instructions for tailoring settings to individual quotes and managing user permissions.