Access the Quotes & Contracts page
- From the Ubersmith Dashboard, click Settings.
The Ubersmith Settings page appears. - From the Sales & Orders section, click Quotes & Contracts listed under the Sales column.
The Quotes & Contracts page appears.
Complete the Quote Order Queues Section
Note
The options available here are determined from the Order Queues page under the Quote column on the Settings page.
- Select the appropriate order queues to display in the Type drop-down field in the Add Opportunity and Edit Opportunity pages and the Order Queue drop-down field in the Add Quote and Edit Quote pages.
Complete the Credit Card Settings Section
- In the Pre-authorize Credit Card when Quote is signed field, select either Yes or No . Selecting Yes runs a pre-authorization when the contract is signed that captures later, when the invoice is generated in the order queue.
Complete the Quote PDF Section
- In the Display Total Contract Value field, select either Yes or No. Selecting Yes includes the total value of the contract.
- In the Display Taxes on Quote PDF field, select either Yes or No. Selecting Yes includes the value of taxes.
- In the Display Countersignature field, select either Yes or No. Selecting Yes displays 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 your admin users, with access to approve quotes, a customized email that a quote is ready to be sent to the client for approval. Suggested text is included.
- In the From Name field, enter the name the quote is coming from.
- In the From Email field, enter the email address the quote is coming from.
- In the Subject field, enter the subject of the email.
- In the Body field, enter the body of your quote notification message.
Note
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 completed and approved their contract, and it is now coming to them for their approval. Suggested text is included.
- In the From Name field, enter the name the confirmation is coming from.
- In the From Email field, enter the email address the confirmation is coming from.
- In the Subject field, enter the subject of the email.
- In the Body field, enter the body of your quote notification message.
Note
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 clients a customized email confirming that you received their signed contract. Suggested text is included.
- In the From Name field, enter the name the confirmation is coming from.
- In the From Email field, enter the email address the confirmation is coming from.
- In the Subject field, enter the subject of the email.
- In the Body field, enter the body of your quote notification message.
Note
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. Suggested text is included.
- In the Signatory Text field, enter the text to display at the end of the quote.
Note
Click the View Variables link to display the View Variables: Quote Signatory page which lists all the system variables you can use to customize your email.
Save Your Configuration Settings
- Click Update to save your configuration settings.
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