Email a Quote

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:

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.

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) - Commercial Version Link - Student Version Link
• Rental Agreement with Terms & Conditions (using AdobeSign) - Link
• Credit Card Authorization (using AdobeSign) - 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:

• Project Information Form (Student & Commercial)
• Rental Agreement Signature Process
• 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.

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.