You can build fully customized quotes for new leads and existing clients with service agreements that can be signed online through Ubersmith. Once quotes are internally approved and signed, the included services are automatically moved and processed through Ubersmith's Order Manager.
Quotes are created from the Quotes page, accessed from either the Client Profile page, the View Lead page, or the View Opportunity page.
In the Status field, select the initial status of the quote.
After you have started a quote for a lead or client, you need to add one or more services, that your clients will be using and eventually billed for. If you did not click Save & Add Service in the previous step above, See Adding Services for instructions.
In the Tax Engine field, select Internal Tax Engine if you are manually adding tax rates through the Ubersmith Clients Settings page, or select SureTax if you are using SureTax as a third-party tax engine to automatically calculate your taxes. If you selected SureTax, complete the additional fields that become enabled.
The Situs Rule and Transaction Type Code fields are defined by SureTax. They are set to the default values on the service plan and can be changed as needed on the actual service.
The situs rule, transaction code and zip code are sent to SureTax before an invoice is generated. SureTax then returns the individual tax rates and amounts that need to be billed, which is then included in the invoice.
These fields tell SureTax what service is actually being billed. Ubersmith uses the recorded zip code to determine the location to tax for. If there is no zip code set on the service, it looks to see if a device or location is set on the service, if no zip code is found after that, the client’s zip code specified in their primary contact details is used.
Notes are visible on your quote.
The fields and options in this tab vary depending on the custom fields you have configured. See Custom Service Fields for more information.
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