Create a New Quote and email a Customer

This guide provides a step-by-step process for creating a new quote for a customer, making it an essential resource for anyone in sales or customer service roles. 

1. Login to Solatech

2. Click "Customers" tab

3. Navigate to and click the Customer name

4. Ensure there is already window measurements in the system by clicking on the "Measure Sheets" banner to verify

5. If window measurements are in the system, scroll up to the "Quotes and Sales" banner, then click "New Quote"

6. Click "Workflow" dropdown field

7. Under "Workflow," click "Quote"

8. Complete all fields before clicking on the  "Create and Add a Line" button

9. In the new window, complete the "Vendor," "Product," "Style," and "Quantity" fields

10. Click "Use Saved Measurements" to populate measurements added into the Customer profile

11. Click the appropriate measurements by selecting the checkbox

12. Click the "Apply" button

13. Complete further product details, by clicking each dropdown field and making a selection

14. Click "Add Line & Return to Quote" if finished, or "Add Line & Start Another" to build multiple line items on the quote

15. To send a Customer a Quote, click "Email" button

16. Choose selection from dropdown, i.e. "Quote Review"

17. Adjust the email, and click the "Send" button when finished. Tip! You may add an attachment by selecting "Select File" button

18. You will receive a notification when the email has been submitted