Quote List Tab
The most direct way to update a quote is through the "List" tab. For more information on how to access this page, please see the Quotes List section for more information.
Once, you are on the "List" tab there are several different ways you can edit a quote:
You can click on the Quote ID to open the View Quote pop-up window:
- In the upper right-corner of the View Quote pop-up window, you will see the Individual Actions button. From the drop-down you can choose to edit the quote or edit the status:
Please note that there are several ways that you can access the View Quote pop-up window. Please see the View Quote page for the different ways that you can open the View Quote pop-up window.
You can right-click on a quote to open the right-click options (the options that are displayed when you right-click on a quote, are also available when you select the Individual Actions button).
You can select the More Actions button from the "Global Actions." Please note that this option will give you the ability to edit multiple quotes at once.
Or you can click on the Individual Actions button (the three vertical dots) from the "Actions" column (the options that are displayed from the Individual Actions button are the same as when you right-click on a quote).
Customers
To see how to access the View Customer pop-up window, please see the View Customer page:
Once you open the View Customer pop-up window select the "Quotes" tab:
You can right-click on a quote to access the right-click options and select the "Edit" option from the drop-down menu.
Or you can click on the Individual Actions of a specific quote and select the "Edit" option from the drop-down menu.
Regardless of the method chosen, the Edit Quote pop-up window will appear.
The option to edit a quote is different from editing the status; with the edit option you can update more fields (e.g., the status, the date, if a deposit is required, comments, etc.). The option to edit the status will only change the status of a selected quote.
There are several different ways to edit an individual quote. The aforementioned section, How to Access the Page, will illustrate how to navigate to the methods listed below:
- You can open the View Quote pop-up window. From this pop-up window, select the "Edit" option from the drop-down:
- You can right-click on the "List" tab and select the "Edit" option from the drop-down menu:
You can click on the Individual Actions of a specific quote and select the "Edit" option from the drop-down menu:
Or you can access the "Quote" tab of the View Customer pop-up window and select the "Edit" option (either from the Individual Actions or by right-clicking):
Edit a Quote Pop-up Window
If you choose to edit an individual quote, the Edit Quote pop-up window will then appear:
| Name: | Description: |
|---|---|
| "Expiration Date" | The date that the quote is due to expire if not approved or rejected. |
| "Deposit Required" | The amount of money for the quote, that is required to be prepaid before a service, appointment, or action can be done. Once selected, you will be able to input the deposit amount. |
| "PO Number" | The purchase order number of the sale. |
| "Sales Tax" | The sales tax percentage for 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"). |
| "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 assigned to the quote. |
| "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. |
| "Description" | The description and name of the quote. |
Instead of editing the entire quote, MobiWork gives you the option to update the status or the integrated status. There are several different ways to edit the status or the integrated status for an individual quote; the section, How to Access the Page, will illustrate how to navigate to the methods listed below.
Edit the Quote Status
The "Edit Status" option for a quote will allow you to edit the custom status of a quote. For more information about the quote status, please see the View Quote page.
You can edit an individual quote's custom status with the following method:
- You can open the View Quote pop-up window and select the "Edit Status" option from the drop-down:
From this pop-up window, select the new status and click the Save button:
MobiWork allows you to edit multiple quotes at once, thus saving you time from having to update quotes one at a time. You can update multiple quotes in two ways:
Through the More Actions button
Or through Excel
With More Actions
You can access the More Actions button through the Quote feature page. For more information on how to access this page, please see the View Quote page.
To edit the custom status of multiple quotes you will need to:
Check off the desired quotes you would like to edit; if you would like to edit all your quotes you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column:
- Click on the More Actions button and from the drop-down select the "Edit Selected" option:
Once you click on the "Edit Selected" option the Edit Selected Quote pop-up window will appear:
From the pop-up window, select the new value for the status.
Once you are satisfied with the new status for all your quotes click on the Save button.
With Excel
You can also edit quotes in bulk through Excel; this process will enable you to update more than just the status of the quotes:
First, you would need to select the desired quotes and export them to Excel. For more information on how to export quotes please see the Export Quotes page.
- Once you have the exported file, you can make the changes directly to the Excel document:
Once you are done updating your quotes, you can import the Excel file back into MobiWork. For more information on how to import quotes, please see the Import Quotes page.
