Email a Quote - Revision history

Benoit at 13:30, 2 November 2021

2021-11-02T13:30:49Z

← Older revision		Revision as of 06:30, 2 November 2021
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	The Project/Client information form is slightly different if it is a commercial project vs. a student project		The Project/Client information form is slightly different if it is a commercial project vs. a student project
	Once the form is filled-in, we get an email with the details.		Once the form is filled-in, we get an email with the details.

			NOTE: Sometimes Student productions don't send us the forms until the day before, and we still need to get approval & collect payment via another email, we have a combined template "Student - Email AND Approval - ORDER" which combines the Info Sheet, Rental Approval AND Payment Link together to shorten the cycle. Up to you which one you prefer using. Note that the combined form will not work on a Quote. You need to have an Order.


	You can edit the text and make it appropriate to the situation.		You can edit the text and make it appropriate to the situation.

	Once the body of the email is ready, ~~you need to select a contact to send~~ the ~~quote to~~.		Once the body of the email is ready, the Organization should already be populated in the Participants field.

	In the participants section, select Add a new Participant and select the appropriate contact for this quote. If the contact does not exist in the system, open a new tab and [[Add New Contact]]. You can then come back here and add the participant.

	[[File:Add participant.png\|frameless\|center]]		[[File:Add participant.png\|frameless\|center]]

	Once you are satisfied ~~and the contact has been added~~, select Create Discussion to send the email.		Once you are satisfied, select Create Discussion to send the email.

	All emails back and forth are tracked in the main opportunity screen, under the discussion section. Note that you have to refresh the browser page for a new Discussion to show up.		All emails back and forth are tracked in the main opportunity screen, under the discussion section. Note that you have to refresh the browser page for a new Discussion to show up.
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	If the client goes ahead, we will send them another email that contains a link to the online agreement they must approve AND a payment link they MUST use to pay for the rental.		If the client goes ahead, we will send them another email that contains a link to the online agreement they must approve AND a payment link they MUST use to pay for the rental.
	We do NOT accept rental payments via square.		'''We do NOT accept rental payments via square.'''

	See [[Order Processing]] for the next steps when client goes ahead with order.		See [[Order Processing]] for the next steps when client goes ahead with order.

			----
			Updated: 11-01-2021

Benoit at 11:24, 1 October 2021

2021-10-01T11:24:01Z

← Older revision		Revision as of 04:24, 1 October 2021
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	If the client goes ahead, we will send them another email that contains a link to the online agreement they must approve AND a payment link they MUST use to pay for the rental.		If the client goes ahead, we will send them another email that contains a link to the online agreement they must approve AND a payment link they MUST use to pay for the rental.
	We do NOT accept rental payments via square.		We do NOT accept rental payments via square.

			See [[Order Processing]] for the next steps when client goes ahead with order.

Benoit at 11:22, 1 October 2021

2021-10-01T11:22:54Z

← Older revision		Revision as of 04:22, 1 October 2021
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	[[File:Template pulldown.png\|frame\|center]]		[[File:Template pulldown.png\|frame\|center]]

			{{#ev:youtube\|https://www.youtube.com/watch?v=9WsyCuLVBjo \|600\|right\|Project Information Forms\|frame}}

	You should start with either 1 – Quote Email – Business or 2 – Quote Email – Student.		You should start with either 1 – Quote Email – Business or 2 – Quote Email – Student.
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	Once the form is filled-in, we get an email with the details.		Once the form is filled-in, we get an email with the details.

	~~Here are video walkthroughs of the various forms:~~
	* [https://youtu.be/9WsyCuLVBjo Project Information Form (Student & Commercial)]

	You can edit the text and make it appropriate to the situation.		You can edit the text and make it appropriate to the situation.

Benoit at 11:20, 1 October 2021

2021-10-01T11:20:41Z

← Older revision		Revision as of 04:20, 1 October 2021
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	The various forms we use are under the Print section on the right-hand side of the screen. To generate a quote, we use the JML Quote entries.		The various forms we use are under the Print section on the right-hand side of the screen. To generate a quote, we use the JML Quote entries.

	* ~~JML~~ Quote ~~– NO DAYS contains the total rental cost for each line items~~, ~~but no per day costs~~		* '''1-DETAIL Quote w/ Discount''' - List all Items, Accessories & Components with a discount column
	* ~~JML~~ Quote ~~– Details contains~~ the ~~daily cost for each item in addition to the total~~ cost		* '''2-DETAIL Quote''' - List all Items, accessories & Components without a discount column
			* '''3 - SUMMARY (No $0 AKS)''' - Only lists the main items & accessories with a cost.

	The one to use depends on the client and situation and if ~~you want to show the daily rate~~ or not.		The one to use depends on the client and situation and if there is a discount or not.

	When you select the quote link, you get a quote page with 3 different buttons:		When you select the quote link, you get a quote page with 3 different buttons:
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	This will open up the add a discussion dialog.		This will open up the add a discussion dialog.

	~~Add an appropriate email subject such as “JML Quote for XYZ”~~

	We have some pre-defined templates we use as a starting point. These are available from the template pull-down box.		We have some pre-defined templates we use as a starting point. These are available from the template pull-down box.
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	[[File:Template pulldown.png\|frame\|center]]		[[File:Template pulldown.png\|frame\|center]]

	You should start with either 1 – Quote Email – ~~Packet~~ or 2 – Quote Email – Student.		You should start with either 1 – Quote Email – Business or 2 – Quote Email – Student.

	The template is substantially similar in content and describes in broad terms ~~what the client needs to fill out once they want to proceed with the order~~.		The template is substantially similar in content and describes the process in broad terms.

	The template contains ~~3 links~~ to online ~~forms~~:		The template contains one link to an online form which gives us information on who is renting the equipment:
	* Project/Client Information (using JotForm) - [https://form.jotform.com/92944304556159 Commercial Version Link] - [https://form.jotform.com/92736575880168 Student Version Link]		* Project/Client Information (using JotForm) - [https://form.jotform.com/92944304556159 Commercial Version Link] - [https://form.jotform.com/92736575880168 Student Version Link]
	* Rental Agreement with Terms & Conditions (using AdobeSign) - [https://jmlrental.na2.documents.adobe.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhBd-w9gC4XKYs49t6FwgCrZkkuwrCUszV2GEvlyjggXfdn0yOd7OzyD0hOIWF0ktf0* Link]
	* Credit Card Authorization (using AdobeSign) - [https://jmlrental.na2.documents.adobe.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhC9dVDwktuBY7_8iodhlmvAQOxHe1gDpLlu6hQohIvtxSj82hTApNqzTDAwMiniYyE* Link]

	The Project/Client information form is slightly different if it is a commercial project vs. a student project~~, but the rental agreement & CCA are exactly the same.~~		The Project/Client information form is slightly different if it is a commercial project vs. a student project
	Once the ~~forms are signed~~, we get an email ~~of their completion. As the template makes clear, all 3 forms must be signed for~~ the ~~rental to proceed~~.		Once the form is filled-in, we get an email with the details.

	Here are video walkthroughs of the various forms:		Here are video walkthroughs of the various forms:
	* [https://youtu.be/9WsyCuLVBjo Project Information Form (Student & Commercial)]		* [https://youtu.be/9WsyCuLVBjo Project Information Form (Student & Commercial)]
	* [https://youtu.be/LRAO_mKiNcs Rental Agreement Signature Process]
	* [https://youtu.be/oavib3v4xs8 Credit Card Authorization Signature Process]

	You can edit the text and make it appropriate to the situation.		You can edit the text and make it appropriate to the situation.
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	If the prospect won't continue with a rental, you need to follow the [[Closing Opportunity]] process.		If the prospect won't continue with a rental, you need to follow the [[Closing Opportunity]] process.

			If the client goes ahead, we will send them another email that contains a link to the online agreement they must approve AND a payment link they MUST use to pay for the rental.
			We do NOT accept rental payments via square.

Benoit: Created page with "Category: CurrentRMSCategory: How To = Email A Quote (or Order) = Once all the items have been added to the quote, we need to send it to our potential client. The v..."

2020-03-31T14:48:41Z

Created page with "Category: CurrentRMS Category: How To = Email A Quote (or Order) = Once all the items have been added to the quote, we need to send it to our potential client. The v..."

New page

[[Category: CurrentRMS]][[Category: How To]]

= Email A Quote (or Order) =
Once all the items have been added to the quote, we need to send it to our potential client.

The various forms we use are under the Print section on the right-hand side of the screen. To generate a quote, we use the JML Quote entries.

* JML Quote – NO DAYS contains the total rental cost for each line items, but no per day costs
* JML Quote – Details contains the daily cost for each item in addition to the total cost

The one to use depends on the client and situation and if you want to show the daily rate or not.

When you select the quote link, you get a quote page with 3 different buttons:

[[File:Quote page.png|frame|center]]

To send the quote to the prospective client, select Create a discussion.

This will open up the add a discussion dialog.

Add an appropriate email subject such as “JML Quote for XYZ”

We have some pre-defined templates we use as a starting point. These are available from the template pull-down box.

[[File:Template pulldown.png|frame|center]]

You should start with either 1 – Quote Email – Packet or 2 – Quote Email – Student.

The template is substantially similar in content and describes in broad terms what the client needs to fill out once they want to proceed with the order.

The template contains 3 links to online forms:
* Project/Client Information (using JotForm) - [https://form.jotform.com/92944304556159 Commercial Version Link] - [https://form.jotform.com/92736575880168 Student Version Link]
* Rental Agreement with Terms & Conditions (using AdobeSign) - [https://jmlrental.na2.documents.adobe.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhBd-w9gC4XKYs49t6FwgCrZkkuwrCUszV2GEvlyjggXfdn0yOd7OzyD0hOIWF0ktf0* Link]
* Credit Card Authorization (using AdobeSign) - [https://jmlrental.na2.documents.adobe.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhC9dVDwktuBY7_8iodhlmvAQOxHe1gDpLlu6hQohIvtxSj82hTApNqzTDAwMiniYyE* Link]

The Project/Client information form is slightly different if it is a commercial project vs. a student project, but the rental agreement & CCA are exactly the same.
Once the forms are signed, we get an email of their completion. As the template makes clear, all 3 forms must be signed for the rental to proceed.

Here are video walkthroughs of the various forms:
* [https://youtu.be/9WsyCuLVBjo Project Information Form (Student & Commercial)]
* [https://youtu.be/LRAO_mKiNcs Rental Agreement Signature Process]
* [https://youtu.be/oavib3v4xs8 Credit Card Authorization Signature Process]

You can edit the text and make it appropriate to the situation.

Once the body of the email is ready, you need to select a contact to send the quote to.

In the participants section, select Add a new Participant and select the appropriate contact for this quote. If the contact does not exist in the system, open a new tab and [[Add New Contact]]. You can then come back here and add the participant.

[[File:Add participant.png|frameless|center]]

Once you are satisfied and the contact has been added, select Create Discussion to send the email.

All emails back and forth are tracked in the main opportunity screen, under the discussion section. Note that you have to refresh the browser page for a new Discussion to show up.

In addition, under the email, you can see when one of the recipients has read the email with a link to details.

If the prospect won't continue with a rental, you need to follow the [[Closing Opportunity]] process.