Managing Quotes

Once you have added a quote, you can perform various actions.

Accessing the View Quote Page

1. From the Ubersmith Dashboard, click Sales.
   
   The Sales Manager Dashboard appears.
2. Click View All Quotes.
   
   The Quotes page appears.
3. Click the quote ID for the quote you want to manage.
   
   The View Quote page appears.

Editing Quote Details

1. Access the View Quote page.
2. In the Quote Details section, click Edit.
   
   The Edit Quote page appears.
3. Make any necessary updates.
4. Click Save.
   

Duplicating a Quote

You can create the same quote for another existing client, with an opportunity to update any of the quote details, if necessary. 

1. Access the View Quote page.
2. In the Quote Details section, click Duplicate.
   
   The Duplicate Quote page appears.
3. Update any information on the Quote Details tab, if necessary. See Completing the Add Quotes page for more information.
   
4. Click the Ownership Info tab.
5. In the Search field, select the information you want to search for, such as client ID # or client name.
6. In the For field, enter the corresponding information for the Search field.
7. Click Search. The Search Results section is populated based on your search criteria.
8. Select the appropriate result.
9. Click Save.
   
   A duplicated quote is created and displays.

Previewing a Quote

You can preview the quote to ensure what is sent to your lead or client is correct. You can review the quote and make any necessary changes before submitting the quote for internal approval.

1. Access the View Quote page.
2. In the Quote Details section, click Preview.
   
   The quote as seen by the lead or client appears.
3. Review and close the quote.

Overriding a Service Agreement

New quotes automatically include your global default master service agreement (MSA). You can choose a different MSA PDF for the current quote.

1. Access the View Quote page.
2. In the Service Agreement – Default section, click Override.
   
   The Service Agreement page appears.
3. In the Client MSA field, ensure New MSA is selected.
4. In the MSA field, select Custom MSA.
5. In the Name field, enter the name of the MSA to be used.
6. In the Term field, enter the time frame for the agreement to be active, then select Months or Years.
7. In the Auto Renew field, select Yes if you want the agreement to automatically renew once the term has been reached.
8. In the Renewal Term field, enter the time frame for the renewal to be active, then select Months or Years.
9. In the Expires after service cancellation field, enter the time frame for the agreement to expire after the related service has been cancelled, then select Days, Months or Years.
10. In the PDF field, click Choose File and navigate to the location of your MSA PDF to upload.
11. Click Save.
    

Removing a Service Agreement

You can remove an attached service agreement from the quote.

1. Access the View Quote page.
2. In the Service Agreement – Default section, click Remove.
   
   A confirmation message appears.
3. Click Yes.

Using the Global Default Service Agreement

You can add your global default master service agreement to the quote.

1. Access the View Quote page.
2. In the Service Agreement – Default section, click Use Default.
   
   A confirmation message appears.
3. Click Yes.

Adding Attachments

Additional PDF files can be included in the quote’s contract, before the MSA, by adding attachments to the quote itself.

1. Access the View Quote page.
2. In the Attachments section, click Add.
   
   The Quote Attachments page appears.
3. In the Attachments field, click Choose File and navigate to the location of your PDF to upload.
4. Click Save.
   

Viewing Attachments

You can view any attachments for the quote.

1. Access the View Quote page.
2. In the Attachments section, click view file for the desired attachment.
   
   The attachment downloads in your Internet browser.

Removing Attachments

You can remove an attached PDFs from the quote.

1. Access the View Quote page.
2. In the Attachments section, click remove for the desired attachment.
   
   A confirmation message appears.
3. Click Yes.

Adding Services

Once a quote is created any number of services can be added to it.

1. Access the View Quote page.
2. In the Services section, click add service.
   
   The Add Service page appears.
3. Complete the Service Info, Taxes, Notes and Custom Fields tabs. See Completing the Add Services Page.
4. Click Save or Save & New.

Editing Services

1. Access the View Quote page.
2. In the Services section, click edit for the service.
   
   The Add Service page appears.
3. Make any necessary changes. See Completing the Add Services Page.
4. Click Save.

Duplicating Services

You can add multiple copies of the same service to a quote.

1. Access the View Quote page.
2. In the Services section, click duplicate for the service.
   
   A confirmation message appears.
3. Click Yes.

Removing Services

1. Access the View Quote page.
2. In the Services section, click remove for the service.
   
   A confirmation message appears.
3. Click Yes.

Adding Comments

You can add a comment to the quote that is either internal or seen by the client.

1. Access the View Quote page.
2. In the Comments section, click Add Comment.
   
   The Add Quote Comment page appears.
3. In the Comment field, enter your comment about the quote.
4. Select Client Viewable if you want the comment to be seen by the client. Do not select it if you want it to be seen only internally.
5. In the Attachments field, click Choose File and navigate to the location of your PDF to upload.
6. Click Save or Save & New.
   

Editing Comments

1. Access the View Quote page.
2. In the Comments section, click edit for the comment.
   
   The Edit Quote Comment page appears.
3. Make any necessary changes.
4. Click Update.

Deleting Comments

1. Access the View Quote page.
2. In the Comments section, click delete for the comment.
   
   A confirmation message appears.
3. Click Yes.

Viewing Contract Details

You can view a signed contract and the resulting Ubersmith order, once a quote has been signed by the client, and added to Ubersmith.

1. Access the View Quote page.
2. In the Contract Details section, click View Contract.
   
   The signed contract appears in a new browser window.
3. In the Contracts Details section, click the order link.
   
   The order opens in the Order Manager in a new browser window.