Please note this article only applies if you are subscribed to Salestracker’s CRM functionality, as the process described in this article cannot be followed if you are subscribed to the data-only version of Salestracker.

Quotes are tied to records. First, find a record where you want to create a new quote and bring it up on screen.

Once you have the record in front of you, create a quote by clicking the “Create new quote” button. This button can be found on the “Quotes” tab, in the top left.

Clicking this button will bring up a pop-up window:

What follows in an explanation of each part, starting with the left panel for quote details:

• Sales Assign – select which user on your subscription to assign the quote to. It will then appear in their Quotes Overview once saved.
• Value – the value per period for this quote
• Total Value – the calculated total for the quote by multiplying the value above with the no of transactions (if relevant) below
• Transaction – the recurrence pattern for this quote (Daily, Monthly, Rolling, One-off etc.)
• No. of Transactions – if Monthly or Daily are selected above, this field will show and this is how many days/months the quote will last for. If neither Monthly or Daily are selected, this field will be defaulted to 1 and will be hidden.
• Quote date – by default this is set to today’s date, but you can back-date quotes if required. Please note that you cannot use future dates here!
  Follow-up date – the date the lead is due to be followed-up on. This can either be today or a date in the future.
• Details – some brief details pertaining to the quote.
• Inform assignee of new quote via email – ticking this box will send the person the lead is assigned to to inform them of the new quote. This box will tick itself if you select an assignee other than yourself – you can untick it again if you so wish to do so.
• Send email reminder on follow-up day – ticking this box will prompt Salestracker to send the assignee a reminder email on the day the quote is due to be followed-up on. This box will tick itself if you choose a date later than today, but you can untick it again if you so wish to do so.

The following describe the quote items section:

• Qty – how many of this item is included in this order
• Item – what is the item being added to the order
• Ref – your personal reference for this item (this could be based on an invoice or similar you have)

The documents section enables you to upload documents for this quote specifically, for instance an invoice for the items associated, a transcript of the quote arrangement, screenshots etc.

Once you have entered all the quote details, click the “Create quote” button in the lower-right of the pop-up box to save the quote.

Once saved, the quote will appear in the Quote Summary (if you have assigned it to yourself) and on the record itself under the “Quotes” tab.