A quote moves through a fixed set of statuses: Draft, Waiting Approval, Open or Persistent (approved), Signed, or Cancelled. This article covers moving a quote through that cycle. Requesting Approval Submitting a quote for approval places it in the...
A quote lets you offer priced services to a lead or client, with online signing. Once a client signs a quote, its services become an order in the Order Manager. Accessing the Add Quote Form Open Add a Quote (or Add Quote) from any of these pages: A...
Once you have added an order form, you can perform various actions. Editing the Order Form with the Order Form Wizard Access the Order Queues page Click Order Forms. The Manage Order Forms page appears. Click wizard.The Order Form...
Configure instance-wide quote and contract settings from Settings > Sales & Orders > Quotes & Contracts. Quote Order Queues Under Available Order Queues, check each order queue that should be selectable on quotes. Payment Pre...
A lead is a prospective client tracked in Sales Manager. A lead becomes a client once its order is provisioned. Opening the Add New Lead Form Click Sales in the left sidebar to reach the Sales landing page. There are three ways to open the Add New...
A master service agreement (MSA) is a PDF that Sales Manager includes in a finished contract when a client signs a quote. Accessing the Service Agreements Page Click Settings in the left sidebar. Under Sales & Orders, in the Sales section, click...
When the module runs, an invoice for the services in the order is automatically generated. If an associated credit card is successfully preauthorized, payment is also captured. In the Email Notification field, select Send Email to...
An opportunity stage marks where an opportunity sits in the sales process, such as Prospecting or Qualification. Accessing the Opportunity Stages Page Click Settings in the left sidebar. Under Sales & Orders, in the Sales section, click...
A quote can start from a sales opportunity and, once a client signs it, becomes an order. This article covers viewing quotes — browsing the quote list, checking quotes waiting for approval, and reading an individual quote's details....
When the module runs, it creates the client’s account and adds any associated credit cards from the order to the account. The configuration process is automated, requiring no manual configuration.