Features - Quotes
Add Quote
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Overview
You can easily add a quote from the MobiWork web interface, along with any comments, an assigned user, and if a deposit is required. The following sections will illustrate the different ways to add a quote as well as how to input data (e.g., the user assigned, if a deposit is required, etc.) within the quote.
How to Access the Page

There are a couple of different ways that you can add a new quote into MobiWork, including directly from the "List" tab.



From the Quotes Drop-Down

  1. The fastest and easiest way to add a quote is by accessing the drop-down menu from the Quotes feature located in your MobiWork menu:
  2. Select the "Add Quote" option from the drop-down.

  3. The Add Quote pop-up window will then appear.


From the Quotes' More Actions

To add a new quote from the Quotes feature tabs, please see the steps below:

  1. Once you are on any of the tabs, click on the Plus Sign to add a new quote:
  2. The Add Quote pop-up window will then appear.


From the Customer Profile

Another way you can add a new quote, is through the Customers feature page. For more information on how to access Customers feature page, please see the Customers List section:

  1. Click on the desired customer name, and from the View Customer pop-up window click on the Individual Actions button. From the drop-down that appears, select the "Add Quote" option:
    • You can also add a quote by clicking on the Plus Sign in the "Quote" column of the "Summary" tab:
  2. Right-click on the selected customer and choose the "Add Quote" option from the drop-down.

  3. Click on the Individual Actions button and from the drop-down choose the "Add Quote" option.

Add Quote Pop-up Window

Regardless of the method that you choose to add a quote, the Add Quote pop-up window will appear. From this window you will be able to input the quote description, if a deposit is required, any special notes or comments regarding the quote and more:

The terms listed in the Add Quote pop-up window are defined below:

Name:Description:
"Customer" The customer associated with the quote.
"Location" The location or address of the customer.
"Title" The description and name of the quote.
"Status" The status of the quote (e.g., "Open," "Checked Out," "Waiting for Clarification," "Waiting for Approval," "Change Requested," "Approved," "Rejected," and "Completed").
"Expiration Date" The date that the quote is due to expire if not approved or rejected.
"Assigned To" The user the quote is assigned to.
"Percentage" The percentage field is for your sales pipeline and relates to the probability that the quote will convert into a sale.
"Sold By" The Sold By field will indicate the user who issued the commission.
"Deposit Required" If a deposit is required on the quote; if this option is checked input the deposit amount and if the amount should be a percentage (50%) or a number ($50).
"Comment" Any comments related to the quote.
Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!