Email a Quote: Difference between revisions
(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...") |
No edit summary |
||
| Line 7: | Line 7: | ||
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. | ||
* | * '''1-DETAIL Quote w/ Discount''' - List all Items, Accessories & Components with a discount column | ||
* | * '''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 | 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: | ||
| Line 19: | Line 20: | ||
This will open up the add a discussion dialog. | This will open up the add a discussion dialog. | ||
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. | ||
| Line 26: | Line 25: | ||
[[File:Template pulldown.png|frame|center]] | [[File:Template pulldown.png|frame|center]] | ||
You should start with either 1 – Quote Email – | 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 | The template is substantially similar in content and describes the process in broad terms. | ||
The template contains | 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] | ||
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 | 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)] | ||
You can edit the text and make it appropriate to the situation. | You can edit the text and make it appropriate to the situation. | ||
| Line 58: | Line 53: | ||
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. | |||
Revision as of 03:20, 1 October 2021
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.
- 1-DETAIL Quote w/ Discount - List all Items, Accessories & Components with a discount column
- 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 there is a discount or not.
When you select the quote link, you get a quote page with 3 different buttons:
To send the quote to the prospective client, select Create a discussion.
This will open up the add a discussion dialog.
We have some pre-defined templates we use as a starting point. These are available from the template pull-down box.
You should start with either 1 – Quote Email – Business or 2 – Quote Email – Student.
The template is substantially similar in content and describes the process in broad terms.
The template contains one link to an online form which gives us information on who is renting the equipment:
- Project/Client Information (using JotForm) - Commercial Version Link - Student Version Link
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.
Here are video walkthroughs of the various forms:
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.
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.
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.