Features - Quotes
Add Quote
Overview

You can easily add a quote from the MobiWork web interface, along with any notes, 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

On the Quotes feature tabs you will also be able to import your quotes from Excel or QuickBooks:

  1. Plus Sign- Adds a new quote.

  2. More Actions- Allows you to access the import drop-down actions.

For more information on how to import your quotes, please see the Import Quotes section.

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 a Quote Template

You can add a quote from a quote generated template; this will have the added benefit of having your quote already formatted with the terms and details for a specific situation.

To add a quote from a template you must first be on the Quote Templates page. For more information on how to access this page and about quote templates please see the Quote Templates page:

  1. Click on the desired quote template ID and from the View Quote Template pop-up window click on the Individual Actions button and from the drop-down select the "Add Quote" option:

  2. Right-click on the selected quote template 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.



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:

Note: Please note that the maximum length for the quote title (description) is 64 characters; we recommend using the quote's line items for longer quote descriptions (line items have a maximum length of 64,000 characters). You can access the line items when adding parts or services to the quote; for more information about a quote's line items, please see the View Quote page.

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.
"Expiration Date" The date that the quote is due to expire if not approved or rejected.
"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).
"Status" The status of the quote (e.g., "Open," "Checked Out," "Waiting for Clarification," "Waiting for Approval," "Change Requested," "Approved," "Rejected," and "Completed").
"Percentage" The percentage field is for your sales pipeline and relates to the probability that the quote will convert into a sale.
"Assigned To" The user the quote is assigned to.
"Sold By" The Sold By field will indicate the user who issued the commission. For more information about commissions, please see the User Commissions section.
"Title" The description and name of 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!