D-Tools

How to preload products, labor, and payment terms in the quotes of an opportunity

Preloading products and labor in quotes

How to show or hide Item cost and Item price columns in the quote

Showing or hiding item cost and price columns

How to sort items in a preferred order in the quote

Sorting items

How to apply discounts to items within the quote

Applying discounts to items

How to use allowances to estimate material costs by square foot

How to estimate material costs by area

How to use allowances to automatically estimate misc material costs

How to estimate miscellaneous material costs

Kimberly Craven

Ashok P

Add and Manage Items

Adding items to a quote

Creating new items within a quote

How to replace an item with another item in one or more locations in a quote

Replacing items in a quote

How to edit or update the details of products, packages, alternate Sets, and labor types from their side panel

Editing or updating item details

How to copy one or more items from one location to the other locations in the quote

Copying items to other locations

Deleting items from the quote

All types of Items

How to turn off the itemized and manual labor associated with products

Turning off labor associated with products

How to update product details, such as the cost, price, and MSRP, from the catalog before finalizing the quote

Syncing product updates from the catalog

How to add or replace accessories for a product from its side panel

Managing accessories for a product

How to fix the item validation errors seen in the quote

Fixing item validation errors

Products

Understand the different ways to add Labor to a Quote and how to review and finalize Labor

Managing Labor for a Project

Utilizing labor when quoting and on a project from using labor on an individual product to entering in a labor line item.

Configuring Labor for a Product

Labor

Create alternates for your items in the proposal to upsell your client and engage them to become more invested in you

Using Item Alternates to provide client selectable Options on your proposal

How to add alternate items for an item within the quote

Adding alternates for an item

How to add a predefined alternate set to the quote

Adding an alternate set to the quote

How to mark an item and even an entire location or system as optional and let customers decide if they want them included in the project

Marking an item or location as optional

How to mark an item as Client Supplied in the quote

Marking the item as client supplied

How to provide alternates for a product currently at the customer site and let them decide on whether they want to upgrade it

Providing alternates for customer owned products

Optional, Client-Selectable, and Client-Supplied Items

Adding subscriptions to the quote

Subscriptions

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