Last Revised: 25 Nov 2019 Written by Veloxity CRM Time Estimate: About 5 minutes to read.
Quote Maker is a robust quote management tool enabling you to easily create quotes directly within your Opportunities.
Quote Maker uses the information stored in both product records and opportunity records to provide real-time data for your Quotes.
Quickly create accurate and professional Quotes, export the Quotes as PDFs, and then attach the Quotes to emails all from within Veloxity CRM.
Jump to the following sections for some step-by-step guides on working with Quote Maker:
Jump to the following sections to learn more about Working with Quote Maker:
Before you begin this unit, review Product Management.
Working with Quote Maker
Quote Maker enables easy inclusion of predefined products and/or product bundles into your Quotes as line items. You can adjust discounts at the line item level or overall Quote level. Veloxity CRM then generates a professionally formatted PDF of your Quote incorporating your company's logo into the header. Attach and email this Quote to your selected contact(s) directly from Veloxity CRM.
The company logo is added to Veloxity CRM by your Veloxity CRM administrator in CRM Setup. Your company logo will only appear in the quote if the logo has been set up.
The following infographic offers a one-page cheat sheet for using Quote Maker.
Product Management.Before you can add Products or Product Bundles to your Quote, they must be configured in Product Management. To learn more about how to configure products for use in Quote Maker review
Figure 1. Learn 5 Quick Steps for Generating Professional Quotes in Veloxity CRM.
How to Create a New Quote
1. Click Quote Maker to access the Quote Maker tools.
You are looking at a screenshot of the Quote Maker Tab on an Opportunity Record.
Figure 2. Quote Maker Tab on an Opportunity Record.
Notice the location of the Quote Maker tab on an Opportunity Record in Figure 2.
- Click Quote Maker to access the Quote Maker tools.
2. Click Setup Quote to begin creating the Quote.
You are looking at a screenshot of Setup Quote on an Opportunity Record.
Figure 3. Setup Quote on an Opportunity Record.
Notice the location of the Setup Quote icon on an Opportunity Record in Figure 3.
Click Setup Quote to create the Quote.
3. Click + to Add Product and/or Product Bundles.
You are looking at a screenshot of Adding Products/Product Bundles to Manage Quote Items in Quote Maker:
Figure 4. Adding Products/Product Bundles to Manage Quote Items in Quote Maker.
Notice the location of the + tool allowing you to Add Product or Add Product Bundle (#1) in Figure 4.
Then click Add Product and/or Add Product Bundle (#1) to Quote.
Product Management before you use Quote Maker.Products and Products Bundles are not configured in Quote Maker. If you want to create a new Product or Product Bundle not listed here, you will need to do that under
4. Select Product / Product Bundles for Quote.
You are looking at a screenshot of Select Product Bundles on an Opportunity Record:
Figure 5. Select Product Bundles on an Opportunity Record.
The same process is used to select Products or Product Bundles. In this example, we will look at Product Bundles. See Figure 5. You can use the same process for Products.
The following numbers correspond with the numbers in Figure 5:
|Function Name||How to Use|
|(1) Available Product Bundles||Select one or more available Product Bundles.|
|(2) Arrow Keys||Move selected Product Bundles to Selected Product Bundles using the arrow keys.|
|(3) Selected Product Bundles||List of Selected Product Bundles for this Quote.|
|(4) Cancel / Ok||Click Cancel to cancel selecting Product Bundles. Click OK to save your Product Bundle selection to be included in your Quote.|
You can reorder the list of Products/Product Bundles. The items you select will be used to generate your Quote.
Remember that you must configure Products and Product Bundles in the Product Manager component. You cannot configure new Products or Product Bundles within Quote Maker.
5. Manage Quote Items.
You are looking at a screenshot of Manage Quote Items on an Opportunity Record.
Figure 6. Manage Quote Items on an Opportunity Record.
Notice the location of the following on Manage Quote Items in Figure 6:
- Enter the name of this Quote (#1).
- Editable data table (#2). Adjust the discount for each product at the line-item level.
- Enter Quote-level discounts, tax information, and shipping and handling (#3). This will be used to generate the Quote total.
- Click Save (#4). When you have finished managing quote items, click Save.
- Click PDF (#5). Click the PDF Maker to generate a PDF of the Quote.
Drag and Drop to rearrange order of Quote items.
6. Save Changes.
You are looking at a screenshot of Save Changes on Manage Quote Items.
Figure 7. Save Changes on Manage Quote Items.
You will not always receive this notification. If you have previously saved your changes, Veloxity CRM will take you to the next step.
Notice the Save Unsaved Changes? notification in Figure 7.
If you click PDF and have not saved your changes, this screen will appear.
Click Save Changes.
7. Address this Quote to a Particular Contact.
You are looking at a screenshot of Addressing this Quote to a Particular Contact.
Figure 8. Addressing this Quote to a Particular Contact.
Notice the Address to Contact? notification on Quote Maker in Figure 8.
After clicking PDF maker, Veloxity CRM will ask if you would like to address this Quote to a particular contact.
Addressing the Quote to a specific Contact will allow Veloxity CRM to autofill the Contact's information into the Quote.
The Contact must be linked to this Opportunity Record to show up as an option.
8. Select a Contact to be addressed in this Quote.
You are looking at a screenshot of Selecting a Contact to be Addressed in this Quote.
Figure 9. Selecting a Contact to be Addressed in this Quote.
Notice the following options for Selecting a Contact to be Addressed in this Quote in Figure 9:
Review the Contacts available. Remember, only Contacts linked to this Opportunity Record will be available to address.
Click the box next to the Contact you wish to address (#1).
Click OK (#2).
If you would like to address a Contact not listed here, you will need to add them to the Veloxity CRM system and link them to this Opportunity Record.
Additional questions, feedback, or need more help? Click Learn More.