Sales Teams
Change Orders
1Stop makes it fast and easy to create, preview and send custom Change Orders for digital signature. This article covers the basic steps to Create a Change Order. Create a Change Order 1. From the Sale record you want to create a Change Order for, ...
Quoting
Quoting Click on a tab below to learn how to create, edit, and share a Quote with a Contact for them to sign. Create a Quote 1. From the Opportunity record of the Demo that you wish to create a Quote for, hover over Quotes in the Related List and ...
Commission Overview for Sales Reps
Commission records are automatically created in two scenarios: 1. Upon approval of every Sales record, a Commission record will be automatically generated. 2. Upon approval of a Change Order marked as Commission Eligible, a Commission record will be ...
Auto Add Finance Markups For Change Orders
Introduction 1Stop has simplified the process of marking up your change orders for finance-related promotional points. Finance promotional points are the fees a finance company charges for various finance programs. If your company passes on these ...
Send Change Orders by Email
Introduction You may decide to email the Change Order to the Contact for their review/approval before sending it for digital signature. This article covers the process for sending a Change Order by email. How to Send a Change Order by Email 1. Click ...
Add Product Items to a Change Order
Introduction Product Items are pulled from the Product module, which your company manages. Below is an overview for how to search for, filter, and add Product Items to your Change Order. Search Product Items 1. Hover over the Product Name field and ...
Recipient Signing Process For Change Orders
Introduction After you send a Change Order for Signature, the Contact will receive an email with instructions for digitally Signing the Change Order. The article below outlines the Signature Process for the Recipient. Recipient Email Overview When ...
Preview Change Orders Before Sending
Introduction Before sending a Change Order for digital signature or via email as an attachment, you should always preview the Change Order to ensure the Template is populated accurately based on the information in the Change Order Record. How to ...
Review and Finalize a Change Order
Introduction After a Change Order is created, we recommend you review all fields before sending the Change Order to the client. You may also decide to add more Product Items or complete other appropriate fields based on the specifics of the job ...
How to View Your Quotes
Introduction You can easily view your Quotes and the different Quote States they are in at any time. Below is an overview of how to view your Quotes. 1. Go to the Quote List View by clicking Quotes in the Top Navigation. 2. Click the Custom View menu ...
Quote Not Approved
Introduction If a Quote is Sold but Management does not Approve it, the Quote will automatically move to the Not Approved state. Below is an overview of what happens after a Quote is moved to the Not Approved State. Automations to Move a Quote to Not ...
Placing a Quote on Hold
Introduction If you need additional time to complete a Quote, or if the Contact needs more time to review it, you can request that your management team place the Quote on Hold to prevent it from auto-moving to the Quote Lost State. Automations when a ...
Add a Single Discount to Entire Quote
Introduction 1Stop makes it easy to add discounts to your Quote. Below is an overview of the process for adding discounts on a whole Quote basis. Video Summary Add Single Discount for Entire Quote If your company added a fixed discount amount for the ...
Add Sales Tax to a Quote
Introduction If you company adds sales tax for specific products, you will need to add the tax for each respective Product line item in your Quote. This article covers how to add Sales Tax, if applicable for your company. Video Summary How to Add ...
Add Discounts Per Product Line Item
Introduction 1Stop makes it easy to add discounts to your Quote. Below is an overview of the process for adding discounts on a Line Item basis. Video Summary How to Add Discounts Per Line Item Discounts can be added at the individual Product Line ...
Moving a Quote to Lost
Introduction If you send a Quote to a Contact and they choose not to move forward with it, you need to move the Quote to Lost and report on the reason. Below is an overview on how to report on a Lost Quote. Manually Move a Quote to Lost For reporting ...
Auto Add Finance Markups
Introduction 1Stop has simplified the process of marking up your quotes for finance-related promotional points. Finance promotional points are the fees a finance company charges for various finance programs. If your company passes on these fees to ...
Send Quotes by Email
Introduction You may decide to email the Quote to the Contact for their review/approval before sending it for digital signature. This article covers the process for sending a Quote by email. Video Summary How to Send a Quote by Email 1. Click the ...
Preview Quotes Before Sending
Introduction Before sending a Quote for digital signature or via email as an attachment, you should always preview the Quote to ensure the Template is populated accurately based on the information in the Quote Record. Video Summary How to Preview a ...
Review and Finalize a Quote
Introduction After a Quote is created, we recommend you review all fields before sending the Quote to the potential customer. You may also decide to add more Product Items or complete other appropriate fields based on the specifics of the job quoted ...
Recipient Sign Process
Introduction After you send a Quote for Signature, the Contact will receive an email with instructions for digitally Signing the Quote. The article below outlines the Signature process for the Recipient. Video Summary Recipient Email Overview When ...
Add Product Items to a Quote
Introduction Product Items are pulled from the Product module, which your company manages. Below is an overview for how to search for, filter, and add Product Items to your Quote. Video Summary Search Product Items 1. Hover over the Product Name ...
Send Change Orders for Digital Signature
Introduction 1Stop makes it easy to send Change Orders out for digital signature. We have included detailed instructions below. Info Prior to starting the Send For E-Sign process, best practice is to review all fields in the change order for accuracy ...
Result Meetings When No Quote Given
Introduction If you did not provide a Contact with a Quote during your Meeting, you will need to go to the Contact to close out the Meeting and provide the reason why no Quote was provided. This article provides an overview on how to accomplish this. ...
Create a Quote
Introduction 1Stop makes it fast and easy for Sales Reps to create, preview and send custom Quotes for digital signature. This article covers the basic steps required to Create a Quote. Video Summary Create a Quote 1. Navigate to the Contact Record ...
Completed Signed Quotes
Quote Sold Once a document sent for digital signature is completed by all Recipients, the Quote record automatically moves to Quote Stage of Sold and an email is sent out notifying the Quote Owner that the respective Document Signing has been ...
Create a Change Order
1Stop makes it fast and easy to create, preview and send custom Change Orders for digital signature. This article covers the basic steps required to Create a Change Order including the automations that occur upon creating a Change Order. Steps to ...
Viewing Sales Demo Meetings
Introduction 1Stop makes viewing your Sales Demo Meetings easy and ensures you have all of the information you need for the Meeting at your fingertips. This article provides an overview of how to access and view your Sales Meetings from the Calendar. ...
Introduction for Sales Reps
1Stop streamlines the sales process, making it easy for sales reps to manage appointments, create custom Quotes and Change Orders, and navigate their sales pipeline without complex resulting options. We do this through: An easy-to-use mobile app with ...
Send Quotes for Digital Signature
Introduction 1Stop makes it easy to send Quotes out for digital signature. We have included detailed instructions below and the following is a quick highlight video on the process. Video Summary Info Prior to starting the Send For E-Sign process, ...