For a visual overview on sending a quick quote, given that all default settings and templates are configured as laid out in the post onboarding checklist , watch our instructional video below.

configured.

Continue reading to understand how quotes work and what options you have in creating and sending them.

Create a new quote by selecting new from the quote tab. Create a new opportunity (or select an existing one) by providing a tile and selecting a customer. Salesbuildr will automatically fill in the standard values that are defined in the opportunity defaults and pick your default template (you can choose another if needed).

Type the name of the customer and pick the contact person that wants to receive the quote. If you have configured the contact as the primary contact, it will be filled in automatically.

Add products, services, software or labour from your catalog by typing the product name or the part number on the top left section of the screen. Use the "Only available stock" option to hide items that are unavailable.

Any mandatory product add-ons that have been configure for the product in the catalog will be added under your line item, suggested add-ons are available under the "+ add additional product add-ons" selector. You can choose to include them in your proposal.

By clicking on the supplier dropdown, you can quickly view the availability for that item across your supplier landscape.

For each line item, you or your customer can add a note to give your team specific instructions on what needs to happen with the line item after shipment. This could be used to specify user or location details. Any notes added to this field will translate to the quote line item description field in Autotask.

Learn how quote line item descriptions convert to charge descriptions on the invoice template editor and cost description on the invoice itself.

You invoice template can be configured in such a way that the quote line item description is used on the invoice. See the details on how the template works with the invoice on this image.

When adding a line item from a quote, Salesbuildr will copy the cost, markup and margin from the catalog and check for any discount rules or customer pricing books. When editing the line item, you can change the name, description, cost, price and markup to match how you want to offer the line item. Watch the video below to learn how.

Bundles can be used to combine multiple line items from your catalog into a single line items on a quote. You can choose to show your customer what's in the bundle, or to just show the single line item. Read more about bundles here.

Widgets are pre-defined page templates that can be inserted into proposals. Widgets can contain one of more pages of content that can include items from your sales portfolio. Use the insert widget option to open the list of available widges and use the labels to quickly filter for relevant items. Then pick one or more widgets and click select to insert them into your proposal.

If you need to make changes to the cover letter or any other component, click on the pencil icon on the top right of the component. Read the templates article to learn more on how to set up templates and what dynamic fields can be used.

You can offer customers to choose between items in your quote. You can multiple set single or multiple choice to enable your customers to make a selection.

By default, items will be added to your quote in their own category widget, depending on what product category they are from. If needed, you can drag and drop line items between category widgets and then remove and rename widgets as needed.

You can change the order of your widgets by simply dragging them up or down.

By inserting page breaks, you can control how the quote looks in presentation mode and how the quote appears when it is exported to PDF.

Before sending your quote, you can perform a last minute check for pricing and availability. This will pull in the latest cost price from your connected distributors.

You can add an internal note to a quote. This fields supports rich text, links and images.

You can verify the quote settings by selecting the settings tab. Salesbuildr will apply the default quote settings that have been configured in the admin section, and overwrite them by any quote settings that have been applied to the template. Any customer specific payment terms will be applied if they have been configured.

Click on presentation to see how your customer will view the quote. When you are happy with how the quote looks, click on send to open the send quote dialogue. The default email template and signature will be applied.

The send quote dialog will prompt you to change the expiry date from the default expiry date you have set under Admin - Configuration - Quotes.

When you are ready, click on confirm. The quote will now be sent to your customer, and you will be notified of view and approval events. If you want to send the link to the quote using your own email system, you can copy the link to the quote using the share button.

When you send the quote using Salesbuildr, your customer will receive an email message according to the email template that you have configured in the admin section, along with any email signature that you have configured.

By default, your customer does not have to sign-in to Salesbuildr to accept a quote and the top navigating bar and sign-in button will not be visible. The default workflow for opening, viewing and accepting a quote will look like this:

You can use the buttons on the quote editor to approve or decline on behalf or your customer.

You can change your default settings to force your customer to sign-in using SSO by disabling "This quote can be approved without logging in." on the quote settings tab. You can learn more about this function in this article.

In this case, you customer will have the following workflow experience:

You can choose to change the default settings in the default quote settings. If needed, you can choose to configure a customer specific approval workflow based on the quote value.

After approval, Salesbuildr will update the related opportunity and quote (in Autotask or Microsoft Dynamics 365 Business Central, depending on the line of business application that your company uses) according to the rules you have defined in the default opportunity Settings.

Salesbuildr will also upload the approved quote in PDF format including the the customer comment, provided PO number and any PDF attachments that are part of the quote to the opportunity entity in Autotask.

You and your customer will receive an order confirmation according to your order confirmation email template that includes the approved quote in PDF format.

You can track events as they happen on the audit trail tab on your quote.

You can enable reminders for quotes that will be sent to you and your customer by navigation to Admin - Configuration - Quotes and setting the reminder period. Go to Admin - Email Templates - Quote Reminder to change the default email notification template.

You can add an overall % discount on one time items to a quote.

If you need to change the contact person for a quote, you will need to change the contact person of the opportunity. You can quickly open and make changes to the opportunity from the quote editor.

We all make mistakes sometimes, so we made it easy to correct them. When you need to change or retract a quote, simply click the retract button. When your customer clicks the link, the quote will be unavailable until you have made changes.

When ready, you can mark the quote as send, so the link will be active again.

You and your customers can communicate using the chat tab on quotes to handle any questions. When you post a new comment, your customer will receive a notification with the message in their email with a link to reply. When your customer adds a note, the quote owner will receive a notification with the message in their email with a link to reply.

Chat messages can set to private (only visible for internal users) or public (also visible for customers)