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
- 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:
Select the "Add Quote" option from the drop-down.
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:
Plus Sign- Adds a new quote.
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:
- Once you are on any of the tabs, click on the Plus Sign to add a new quote:
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:
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:
Right-click on the selected quote template and choose the "Add Quote" option from the drop-down.
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:
- 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:
Right-click on the selected customer and choose the "Add Quote" option from the drop-down.
Click on the Individual Actions button and from the drop-down choose the "Add Quote" option.
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. |
| "Template" | The quote template that the new added quote will imitate. |
| "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. |
| "PO Number" | The PO number will show the captured external number; this number will be issued by the customer or vendor. |
| "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. |
| "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. |