Cloud is built for an intuitive quoting experience. Features such as Versioning, Locking for edits, and Client mode help you manage quotes effectively from creation to sharing them as proposals with your customers.
Here is the complete list of Quote Management options available on Cloud.
Quote Management options (Quote Details view)
A large set of options to manage the quote is available in the Quote Details view. To see these options, navigate to the Quote Details view and click the 3-dot menu next to the name of the quote.
Here is a table that describes the options you see in the menu.
Option | Description |
Duplicate | Make a copy of an existing quote in the same opportunity and assign a different version number for the new quote.
Check out this article for more details. |
Copy to | Copy the quote to another opportunity.
Check out this article for more details. |
Export items to CSV
| Export all the items in the quote to a CSV file.
Check out this article for more details. |
Download installer report | Export all the items in the quote to a PDF file.
Check out this article for more details. |
Settings | General: Change the quote number and quote state, and update the total area of the work site.
Labor types: Options to:
Lengths: Options to add new Lengths used for cable calculations or edit the ones used in the quote
Check out this article for more details.
Discounts: Manage the discounts used in the quote.
Check out this article for more details.
Adjustments: Apply a price adjustment to the product total, labor total, or the overall value of the project.
Check out this article for more details.
Taxes: Select the product tax, the labor tax, and the tax method to be applied to the quote.
Check out this article for more details.
Tax settings: Change how taxes are applied to products and labor.
Check out this article for more details.
Payment terms: Set the payment terms for the project that will take effect when the opportunity is won.
Check out this article for more details.
Item validation settings: Cloud checks every item added to the quote for cost, price, MSRP, and labor details and flags items that do not pass the validations.
Check out this article for more details. |
Review Updates | Cloud will compare the product cost, price, MSRP, and other details with those listed in the catalog, show the differences, and let you choose what details need to be synchronized to the quote.
Check out this article for more details. |
Suggest accessories | Cloud will keep track of the accessories you manually added in previous quotes and suggest these accessories when you add the same products in the future.
Check out this article for more details about manually adding accessories for products. |
Client mode | Cloud will hide sensitive pricing information such as cost prices and margins in the quote.
Check out this article for more details. |
Delete | Permanently delete the quote from the opportunity. |
Quote Management options (Opportunity Details view)
Some options in the table above are available in the Opportunity Details view.
A unique option in the Opportunity Details view is "Include in opportunity total." By default, Cloud uses the total cost of the opportunity from the latest version of the quote, which is factored into the Sales Forecast report. If you want the total from another version of the quote to be factored into the Sales Forecast report, select the 3-dot menu of that quote and click "Include in opportunity total."
There can be multiple quotes, but you can add the total from only one quote to the Sales Forecast report.
If you don't want an opportunity total to be included in the Sales Forecast report, click "Do not include in opportunity total" for the latest version of the quote or the one that you chose to include in the Sales Forecast report.
