Review and Finalize a Quote

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 and/or your company's policies. If you haven't already, please view Create a Quote article for more context before viewing this one. 

To begin finalizing the Quote, click the Edit button in the top right of the Quote Record.


Review Quote for Accuracy

When reviewing a Quote, you'll find that the majority of fields are pre-populated based on the information you entered when creating the Quote or because they were copied over from the Contact module. Please review and confirm all fields are correct. 

About this Quote Section

  1. Ensure the Quote Date, Product, and Quote Type field are completed and accurate.
  2. If your company has a policy for Quote expirations, complete the Valid Until field. 
  3. If a 2nd Sales rep was part of the Quote process, ensure they are added.

Install Property Information Section

All but Permit and Engineering fields are copied over from the related Contact Record
  1. Ensure property address is accurate.
  2. If other property info is not auto-populated, but applicable, please complete the field.
  3. If HOA info not auto-populated, but applicable, please complete the HOA fields.
  4. If a Permit or Engineering is required, you must manually complete these fields. 

Finance Information Section

For more information, view Auto Add Finance Markups article
  1. Finance Partner - picklist field where you can select the appropriate finance company if applicable.
  2. Finance Notes - add any any relevant financing notes if applicable.
  3. Finance Markup Used - update to Yes if you need to complete the Finance Markup process (If this is not Yes the Finance Markup process will not run).
  4. Finance Promo Points - amount of promo points charged by the finance company you are passing to the customer (must be populated for the Finance Markup process to run).
  5. Original Quote Total -  this field is auto populated with the original Quote Grand Total amount after you complete the Finance Markup Process.

Payment Schedule Section

  1. Ensure % Down Payment field is entered as a whole number. After Saving, fields for the Down Payment Amount, Final Payment Amount and % Final Payment will auto-calculate and display on the Quote Record.
Info
If your company uses Progress Payments the % Progress Payment and % Progress Payment 2 fields would appear below % Down Payment.

% Down Payment Field


Fields Auto-Calculated after Quote is Saved

Quoted Items Section

For more information, view Add Product Items to a Quote. 
  1. Ensure all quoted items, quantities, pricing and discounts are accurate.
  2. Click Add row button to continue to add or edit Quoted Items 

Result Fields Section

  1. For your reference only. You do not need to enter any of these fields.

Custom Fields Section

  1. Your company may have custom fields that need to be completed such as specific fields related to Product. Below are examples of custom fields.

Save Final Quote

Click the Save button at the top right of the Record to Save the Final Quote. Next, please view Preview Quotes Before Sending article or go directly to Send Quotes for Digital Signature article. 


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