Client-specific quotes can be accessed from the Customer Homepage as set out below.

A full list of Quotes (linked to you as a Salesman) can be accessed from the Homepage.

In CRM you have the ability to

• View
• Edit
• Print
• Accept  and
• Reject
Quotes for your Customers.

Once 'Accepted' a Quote can no longer be edited.

Quotes can be added when

• creating a new Case or
• editing a Case
• adding or editing an Activity
• or from the Case and Activity lists.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Access Customer-Specific Quotes From The Customer Homepage

To access your customer-specific quotes, you will first need to navigate to the Customer Homepage.

1. In the Homepage,
2. Click on the Customers tile.

1. The Customers listing page will open.
2. You can use the Page Reference field,
3.  the Filter Row or
4. the Filter Text Box to search for your customer.
5. Click on the selected Customer icon in the View column.

1. The Customer Homepage will open.
2. Click on the Quotes tile.

1. The Quotes for [selected customer] page will open.
• All of the quotes linked to this customer will be displayed (even ones where you are not the Salesman).
2. You can use the Page Reference field or the
3. Filter Row to search for a particular Quote.

View / Download / Print Customer Quote

4. In the Quote Reference column, click on the blue number of the Quote that you wish to View, Print, Download or Email .

1. The Report Viewer and Emailer page will open.
• The selected Quote will be displayed.
2. Here you can download the Quote and/or
3. Print the Quote.

Email Quote

4. Click on the [ + ] sign on the Email Document tab.

1. The Email Document frame will be expanded.

Check and/or add the following details, as necessary:

2. To: This will auto populate with the CRM contact for the Quote (case) but you can change this, if required.
3. Cc: Here, you can add other email recipients, if applicable.
• Either click in the field and select customer contacts from the list, or type in additional addresses as noted above (separated by a semi-colon and a space).
4. Subject: This field will auto populate with the selected Quote number but you can edit this, if required.

Add an Attachment

You can add other documents, as attachments, if required.

5. Attachments: Click on Browse.

1. The Open screen will pop up.
2. Search for and select the file you wish to link.
3. Click on Open .

1. The file will now be attached to the email.
2. You can delete the attachment if required by clicking on either of the Delete icons.

1. A default message will populate the Message body but this can be edited, if required.
• Type in the relevant details in the message body.
2. The Message tool bar can be used to customise your email message.

Email Action Buttons

The message body contains 3 Action buttons that allow the recipient to:

3. Accept Quote: If the client selects Accept - the Quote Status will be updated and a quote status notification email will be sent to the salesman (where the Quote Status Notification email flag is set to Yes). The quote will automatically be marked as accepted in the Quotes / Quotes for [ ] screen.
4. Reject Quote: If the client selects Reject - the Quote Status will be updated and a quote status notification email will be sent to the salesman (where the Quote Status Notification email flag is set to Yes). The quote will automatically be marked as rejected in the Quotes / Quotes for [ ] screen.
5. Contact Me: If the client selects to be contacted - the Quote Status will remain unchanged. An email will be sent to the salesman requesting that they follow up with the client.
6. Signature: If you have a Signature configured in CRM - your Signature will pull through here, otherwise the Company default CRM mail signature will pull through.
7. Click on the Send icon.

1. A message box will pop up informing you of the status of the sent email.
2. Click on Back .

1. You will return to the Quotes listing page.

View/ Edit / Delete Quote

Clicking on the Edit icon takes you to the Save Quote screen, where you can; View, Edit, Delete or Copy the Quote.

View Quote

2. Click on the Edit icon of the Quote that you wish to view.

1. The Save Quote page will open.
2. The Quote, Quote Financials and Quote Items frames will be auto expanded.
3. Click on the expand icon in the Case frame if you wish to view more case information.
4. Click on View.

1. The Report Viewer and Emailer page will open.

Here you can;

2. Download the Sales Quote.
3. Print the Sales Quote.
4. Email the Sales Quote.
5. Click on Back to return to the previous page.

Edit Quote

You can edit some of the details in this Save Quote page.

Edit the Case frame

1. Expand the Case frame to view all the information.
2. None of the details in this frame can be edited.

Edit the Quote frame

3. Some of the details in the Quotes frame can be edited:

• Customer: This will auto populate. This field cannot be edited.
• Quote Contact: This will auto populate.
• You can click on the drop-down arrow and select from the list, an alternative contact, if required.
• Quote Reference: This will auto populate with the quote number. This field cannot be edited.
• Reference: This will auto populate but you can edit this, if required.
• Comments: This will auto populate but you can add to or edit the text, if required.
• Date: This will auto populate.
• You can click on the drop-down arrow and select from the list, an alternative date, if required.
• Site: This will auto populate. This field cannot be edited.
• Print Layout: This will auto populate.
• You can click on the drop-down arrow and select from the list, an alternative layout, if required and if there are alternatives set up on your CRM.

Edit the Quote Financials Frame

1. Some of the details in the Quote Financials frame can be edited:

• Currency: This will auto populate. This field cannot be edited.
• Tax Rate: This will auto populate. This field cannot be edited.
• Exchange Rate: This will auto populate.
• You can delete the current exchange rate and type in the new exchange rate, if required.
• Quote Terms: This will auto populate.
• You can click on the drop-down arrow and select alternative payment terms, if required.
• Commercial: This will auto populate.
• You can click on the drop-down arrow and select an alternative commercial, required.

Edit the Quote Items Frame

Some of the details in the Quote Financials frame can be edited:

1. You can add more Quote items, if required.
2. You can edit the existing Quote items, if required.
3. You can delete the existing Quote items, if required.

Save Quote Changes

When you have finished editing the Quote details, either click on the

1. Save button

Or the

2. Save icon to keep your changes.

1. A message will pop up informing you that;
• Quote saved successfully.

In this Save Quote page, you can also select to

2. Copy (Clone) this Quote or
3. Delete this Quote.
4. Click on Back to return to the previous page.

Create Copy (Clone) of Quote

(from the Quotes for [selected customer] page)

1. In the Quotes for [selected customer] page,
2. Click on the Create Copy of Quote icon next to the Quote that is to be copied.

1. The Create Copy of Quote [selected quote number] page will open.
• Follow the process to copy (clone) this quote, if required.
2. Or click on Back to return to the Quotes for [selected customer] page.

Mark Quote as Accepted

1. In the Quotes for [selected customer] page,
2. Click on the Mark as Accepted icon next to the Quote that is to be accepted.
3. You will note that the Quote Status is currently ' New Quote'.

1. A message box will pop up asking;
• Are you sure you want to set this quote as accepted?
2. Click on Ok .

1. The Quote Status will change to ' Accepted Quote'.
2. The Mark as Accepted icon will become inactive (greyed out).
3. The Edit icon will become inactive (greyed out) as 'Accepted' quotes cannot be edited.

Mark Quote As Rejected

1. In the Quotes for [selected customer] page,
2. Click on the Mark as Rejected icon next to the Quote that is to be rejected.
3. You will note that the Quote Status is currently ' New Quote'.

1. A message box will pop up asking;
• Are you sure you want to set this quote as rejected?
2. Click on Ok .

1. The Quote Status will change to ' Rejected Quote'.
2. The Mark as Rejected icon will become inactive (greyed out).
3. The Edit icon will become inactive (greyed out) as 'Rejected' quotes cannot be edited.

Access the Full List of Quotes from the Dashboard (Home page)

To access the full list of all the quotes linked to you as a Salesman, you must navigate from the Dashboard.

1. In the Dashboard (Home page),
2. Click on the Quotes tile.
3. The number in the top right of this tile shows the total number of New, Accepted or Rejected Quotes (for all customers) that are linked to you as the Salesman.

• The Quotes listing page will open.
• A list of New, Accepted or Rejected Quotes for all customers on the system, where you are the Salesman, will be displayed.
• For more information refer to CRM Basics: Quotes.