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The Quotes & Contracts page lists the available configuration settings for the Sales Manager’s quotes and contracts. 


Access the Quotes & Contracts page

  1. From the Ubersmith Dashboard, click Settings.

    The Ubersmith Settings page appears.
  2. From the Sales & Orders - Sales section, click Quotes & Contracts.

    The Quotes & Contracts page appears.

Complete the Quote Order Queues Section

Note

The options shown here are determined on the Order Queues page. See Order Queues for more information.

  1. In the Available Order Queues field, select the appropriate order queues to populate the Type drop-down field in the Adding Opportunity Types and Managing Opportunity Types and the Order Queue drop-down field in the Adding and Managing Quote pages.

Complete the Payment Pre-Authorization Settings Section

  1. In the Pre-authorize Credit Card when Quote is signed field, select select Yes to hold the payment balance as unavailable until the transaction is cleared.
  2. In the Pre-authorize ACH Account when Quote is signed field, select Yes to hold the payment balance as unavailable on a ACH account until the transaction is cleared.

Complete the Quote PDF Section

  • In the Display Total Contract Value field, select Yes to include the total value of the contract.
  • In the Display Taxes on Quote PDF field, select Yes to include the value of taxes in the quote.
  • In the Display Countersignature field, select Yes to display a countersignature fields on the signatory page of the quote.

Complete the Quote Payment Options Section

  • Select one or more appropriate quote payment methods. These payment options will be available for the quoted services when paying through the Client Portal.

Complete the Quote Generated Email Section

You can send clients a customized email that a quote has been sent to them for approval. Example text is pre-populated.

  1. In the From Name field, enter the name the quote is coming from.
  2. In the From Email field, enter the email address the quote is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your quote notification message.
  5. Click the View Variables link to display the View Variables: Quote Generated page which lists all the system variables you can use to customize your email.

Complete the Contract Approved Email Section

You can send clients a customized email confirming that you have received their completed and approved contract, and a copy is attached for their records. Example text is pre-populated.

  1. In the From Name field, enter the name the confirmation is coming from.
  2. In the From Email field, enter the email address the confirmation is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your quote notification message.
  5. Click the View Variables link to display the View Variables: Contract Approved page which lists all the system variables you can use to customize your email.

Complete the Owner Approved Email Section

You can send a user a customized email confirming that you received an approved contract from a client. Example text is pre-populated.

  1. In the From Name field, enter the name the confirmation is coming from.
  2. In the From Email field, enter the email address the confirmation is coming from.
  3. In the Subject field, enter the subject of the email.
  4. In the Body field, enter the body of your quote notification message.
  5. Click the View Variables link to display the View Variables: Owner Approved page which lists all the system variables you can use to customize your email.

Complete the Signatory Page Section

You can customize the signatory page of the quote. Example text is pre-populated.

  • In the Signatory Text field, enter the text to display at the end of the quote.


Save Your Configuration Settings

  • Click Update to save your configuration settings.

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Related Topics 

Sales & Orders Settings