Quote Manager

The Quote Manager can be used to find and edit Quotes and Proposals.

Setup

For accessing Quotes, no setup is required.

To use and access Proposals, you must first enable Tabbed Summaries. By default, existing installations of SuccessWare®21 will continue to use the non-tabbed format of the Summary forms. To start using the new tabbed format, you can configure the system in Company Setup à Other à “Enable Tabbed Summaries”.

Using the Quote Manager

The Quote Manager is accessed from the Main Menu in the Customer Service group. There are three views: Quotes, Proposals, and Templates. You can change between these views by clicking on the view indicators are the top of the manager.

Quotes

You can view and edit quotes in the ‘quotes’ view.

You can search for quotes by either entering a Date Range, a Job Number or a specific Quote Number, and then pressing Apply.

You can filter the resulting quotes further by clicking the Locked or Not Locked indicator.

Double click or press entry to open the selected quote.

Right-click on a quote to access the quote popup menu

· Open Quote (F10)

· Open Job (F9)

· Open Sales Summary (CTRL+Z)

Proposals

You can view and edit proposals in the ‘proposals’ view.

Double click or press entry to open the selected proposal.

Right-click on a proposal to access the proposal popup menu

· Open Job (F9)

· Open Sales Summary (CTRL+Z)

Templates

You can create and view proposal templates in the ‘templates’ view.

Double click or press entry to open the selected proposal template.

Right-click on a template to access the template popup menu

· Open Template (ENTER)

· Create Template…

For more information about tabbed summaries, click here.

For more information about Proposals and Templates, click here.