Managing Quotes - Revision history

Dina at 13:14, 8 July 2020

2020-07-08T13:14:31Z

← Older revision		Revision as of 13:14, 8 July 2020
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	IT service providers many times need to prepare organized and formatted pricing quotes & estimations to their customers, as a step in opportunity negotiations, or just formalizing a sale of a computer. Traditionally, pricing quotes include information about the customer you’re preparing the quote for, what work is going into the price, what the final price is (plus tax), sales agreement disclaimer, and customer signature.		IT service providers many times need to prepare organized and formatted pricing quotes & estimations to their customers, as a step in opportunity negotiations, or just formalizing a sale of a computer. Traditionally, pricing quotes include information about the customer you’re preparing the quote for, what work is going into the price, what the final price is (plus tax), sales agreement disclaimer, and customer signature.

	In ~~CommitCRM~~ you can manage quotes in the following ways:		In RangerMSP you can manage quotes in the following ways:
	# '''[[Quotes\|~~CommitCRM~~ Quoting Module]]''':<br>Quotes in ~~CommitCRM~~ provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].		# '''[[Quotes\|RangerMSP Quoting Module]]''':<br>Quotes in RangerMSP provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].
	# '''[[QuoteWerks_Link\|Use ~~CommitCRM~~-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|~~CommitCRM~~-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|~~CommitCRM~~-QuoteWerks Link]].		# '''[[QuoteWerks_Link\|Use RangerMSP-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|RangerMSP-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|RangerMSP-QuoteWerks Link]].

	=~~CommitCRM~~ Quoting Module=		=RangerMSP Quoting Module=
	Quotes in ~~CommitCRM~~ provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the ~~CommitCRM~~ Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to ~~CommitCRM~~ Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.		Quotes in RangerMSP provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the RangerMSP Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to RangerMSP Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.

	[[Quotes\|>> Read the Quotes user manual]].		[[Quotes\|>> Read the Quotes user manual]].

	=QuoteWerks® Link=		=QuoteWerks® Link=
	With the ~~CommitCRM~~-QuoteWerks Link, you can easily link your Quotes from QuoteWerks® to Sales Opportunities in ~~CommitCRM~~, allowing you to track the sale stages and bill your customer easily from within ~~CommitCRM~~.		With the RangerMSP-QuoteWerks Link, you can easily link your Quotes from QuoteWerks® to Sales Opportunities in RangerMSP, allowing you to track the sale stages and bill your customer easily from within RangerMSP.

	QuoteWerks® Quotes are managed in ~~CommitCRM~~ under Opportunities. Quotes are linked to Opportunities, and the Opportunity amount is a summary of all linked Quote's amounts.		QuoteWerks® Quotes are managed in RangerMSP under Opportunities. Quotes are linked to Opportunities, and the Opportunity amount is a summary of all linked Quote's amounts.

	The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to ~~CommitCRM~~, and the Opportunity amount will be updated accordingly.		The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to RangerMSP, and the Opportunity amount will be updated accordingly.

	[[QuoteWerks_Link\|>> Read the ~~CommitCRM~~-QuoteWerks Link user manual]].		[[QuoteWerks_Link\|>> Read the RangerMSP-QuoteWerks Link user manual]].

	=See Also=		=See Also=
	*[[Quotes]]		*[[Quotes]]
	*[[Sales]]		*[[Sales]]
	*[[QuoteWerks_Link\|~~CommitCRM~~-QuoteWerks Link user manual]].		*[[QuoteWerks_Link\|RangerMSP-QuoteWerks Link user manual]].

	[[Category:Work Flows]]		[[Category:Work Flows]]
	[[Category:Sales]]		[[Category:Sales]]

Robert at 08:51, 29 August 2013

2013-08-29T08:51:36Z

← Older revision		Revision as of 08:51, 29 August 2013
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	In CommitCRM you can manage quotes in the following ways:		In CommitCRM you can manage quotes in the following ways:
	# '''[[Quotes\|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].		# '''[[Quotes\|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].
	# '''[[QuoteWerks_Link\|Use ~~Commit~~-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|~~Commit~~-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|~~Commit~~-QuoteWerks Link]].		# '''[[QuoteWerks_Link\|Use CommitCRM-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|CommitCRM-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|CommitCRM-QuoteWerks Link]].

	=CommitCRM Quoting Module=		=CommitCRM Quoting Module=
	Quotes in CommitCRM provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the ~~Commit~~ Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to CommitCRM Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.		Quotes in CommitCRM provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the CommitCRM Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to CommitCRM Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.

	[[Quotes\|>> Read the Quotes user manual]].		[[Quotes\|>> Read the Quotes user manual]].

	=QuoteWerks® Link=		=QuoteWerks® Link=
	With the ~~Commit~~-QuoteWerks Link, you can easily link your Quotes from QuoteWerks® to Sales Opportunities in CommitCRM, allowing you to track the sale stages and bill your customer easily from within CommitCRM.		With the CommitCRM-QuoteWerks Link, you can easily link your Quotes from QuoteWerks® to Sales Opportunities in CommitCRM, allowing you to track the sale stages and bill your customer easily from within CommitCRM.

	QuoteWerks® Quotes are managed in CommitCRM under Opportunities. Quotes are linked to Opportunities, and the Opportunity amount is a summary of all linked Quote's amounts.		QuoteWerks® Quotes are managed in CommitCRM under Opportunities. Quotes are linked to Opportunities, and the Opportunity amount is a summary of all linked Quote's amounts.
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	The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to CommitCRM, and the Opportunity amount will be updated accordingly.		The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to CommitCRM, and the Opportunity amount will be updated accordingly.

	[[QuoteWerks_Link\|>> Read the ~~Commit~~-QuoteWerks Link user manual]].		[[QuoteWerks_Link\|>> Read the CommitCRM-QuoteWerks Link user manual]].

	=See Also=		=See Also=
	*[[Quotes]]		*[[Quotes]]
	*[[Sales]]		*[[Sales]]
	*[[QuoteWerks_Link\|~~Commit~~-QuoteWerks Link user manual]].		*[[QuoteWerks_Link\|CommitCRM-QuoteWerks Link user manual]].

	[[Category:Work Flows]]		[[Category:Work Flows]]
	[[Category:Sales]]		[[Category:Sales]]

Robert at 11:17, 14 August 2013

2013-08-14T11:17:13Z

← Older revision		Revision as of 11:17, 14 August 2013
Line 6:		Line 6:
	IT service providers many times need to prepare organized and formatted pricing quotes & estimations to their customers, as a step in opportunity negotiations, or just formalizing a sale of a computer. Traditionally, pricing quotes include information about the customer you’re preparing the quote for, what work is going into the price, what the final price is (plus tax), sales agreement disclaimer, and customer signature.		IT service providers many times need to prepare organized and formatted pricing quotes & estimations to their customers, as a step in opportunity negotiations, or just formalizing a sale of a computer. Traditionally, pricing quotes include information about the customer you’re preparing the quote for, what work is going into the price, what the final price is (plus tax), sales agreement disclaimer, and customer signature.

	In CommitCRM you can manage quotes ~~under~~ in the following ways:		In CommitCRM you can manage quotes in the following ways:
	# '''[[Quotes\|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].		# '''[[Quotes\|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].
	# '''[[QuoteWerks_Link\|Use Commit-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].		# '''[[QuoteWerks_Link\|Use Commit-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].

Sheli: /* Introduction */

2012-08-22T06:22:56Z

Introduction

← Older revision		Revision as of 06:22, 22 August 2012
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	In CommitCRM you can manage quotes under in the following ways:		In CommitCRM you can manage quotes under in the following ways:
	# '''[[Quotes\|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].		# '''[[Quotes\|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].
	# '''[[~~Managing_Quotes#QuoteWerks.C2.AE_Link~~\|Use Commit-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].		# '''[[QuoteWerks_Link\|Use Commit-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].

	=CommitCRM Quoting Module=		=CommitCRM Quoting Module=

Sheli: /* Introduction */

2012-08-22T06:21:54Z

Introduction

← Older revision		Revision as of 06:21, 22 August 2012
Line 7:		Line 7:

	In CommitCRM you can manage quotes under in the following ways:		In CommitCRM you can manage quotes under in the following ways:
	# '''[[~~Managing_Quotes#CommitCRM Quoting Module~~\|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].		# '''[[Quotes\|CommitCRM Quoting Module]]''':<br>Quotes in CommitCRM provide an easy way to define, create and send to customers sales quotes and proposals for products and services, using your Items list. See more details in [[Quotes]].
	# '''[[Managing_Quotes#QuoteWerks.C2.AE_Link\|Use Commit-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].		# '''[[Managing_Quotes#QuoteWerks.C2.AE_Link\|Use Commit-QuoteWerks Link]]''': <br>Users working with QuoteWerks® as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks®. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].


	=CommitCRM Quoting Module=		=CommitCRM Quoting Module=

Sheli at 20:16, 14 November 2011

2011-11-14T20:16:54Z

← Older revision		Revision as of 20:16, 14 November 2011
Line 14:		Line 14:
	Quotes in CommitCRM provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the Commit Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to CommitCRM Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.		Quotes in CommitCRM provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the Commit Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to CommitCRM Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.

	>> ~~[[Click for~~ the Quotes user manual]].		[[Quotes\|>> Read the Quotes user manual]].

	=QuoteWerks® Link=		=QuoteWerks® Link=
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	The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to CommitCRM, and the Opportunity amount will be updated accordingly.		The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to CommitCRM, and the Opportunity amount will be updated accordingly.

	[[QuoteWerks_Link\|>> ~~Click to for~~ the Commit-QuoteWerks Link user manual]].		[[QuoteWerks_Link\|>> Read the Commit-QuoteWerks Link user manual]].

	=See Also=		=See Also=
	*[[Quotes]]		*[[Quotes]]
	*[[Sales]]		*[[Sales]]
	*[[Managing Prospects]]
	*[[QuoteWerks_Link\|Commit-QuoteWerks Link user manual]].		*[[QuoteWerks_Link\|Commit-QuoteWerks Link user manual]].

	[[Category:Work Flows]]		[[Category:Work Flows]]
	[[Category:Sales]]		[[Category:Sales]]

Sheli: /* CommitCRM Quoting Module */

2011-11-14T20:15:40Z

CommitCRM Quoting Module

← Older revision		Revision as of 20:15, 14 November 2011
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	=CommitCRM Quoting Module=		=CommitCRM Quoting Module=
	Quotes in CommitCRM provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the Commit Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to CommitCRM Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view. ~~See more details in~~ [[Quotes]].		Quotes in CommitCRM provide an easy way to define and create sales quotes and proposals for products and services, using your Items list. Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.<br>Customers can view Quotes using the Commit Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.<br>The Quotes are linked to CommitCRM Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.

			>> [[Click for the Quotes user manual]].

	=QuoteWerks® Link=		=QuoteWerks® Link=

Sheli: /* See Also */

2011-11-14T20:14:49Z

Sheli: /* See Also */

2011-11-14T19:58:20Z

Sheli: /* See Also */

2011-11-14T19:57:34Z

← Older revision		Revision as of 20:14, 14 November 2011
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	*[[Sales]]		*[[Sales]]
	*[[Managing Prospects]]		*[[Managing Prospects]]
	*[[[[QuoteWerks_Link\|Commit-QuoteWerks Link user manual]].]]		*[[QuoteWerks_Link\|Commit-QuoteWerks Link user manual]].

	[[Category:Work Flows]]		[[Category:Work Flows]]
	[[Category:Sales]]		[[Category:Sales]]

← Older revision		Revision as of 19:58, 14 November 2011
Line 27:		Line 27:
	*[[Sales]]		*[[Sales]]
	*[[Managing Prospects]]		*[[Managing Prospects]]
			*[[[[QuoteWerks_Link\|Commit-QuoteWerks Link user manual]].]]

	[[Category:Work Flows]]		[[Category:Work Flows]]
	[[Category:Sales]]		[[Category:Sales]]

← Older revision		Revision as of 19:57, 14 November 2011
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	=See Also=		=See Also=
	*[[ ~~KB:_Using_Commit_Document_Templates \|KB: Using Commit Document Templates]]~~		*[[Quotes]]
	*[[ Commit_API_Developers_Guide#ODBC_Data_Retrieval \|Commit API Developers Guide]]
	*[[Sales]]		*[[Sales]]
	*[[Managing Prospects]]		*[[Managing Prospects]]