Standard Die/Shapes-Quote Completion & Sending Reports

Standard Die/Shapes-Quote Completion & Sending Reports

Hold Shift & Click to View-Finishing and Sending the Quote

When the quote is complete, Brad shows how to finish the quote and access the summary page. He also demonstrates the options for sending the quote to the customer, either directly from the platform or by downloading a report.


    • Related Articles

    • Standard Die/Shapes- Full Standard Shape Supplemental Training

      Please click to see full video @0:00 - Brad Stropes some supplemental training that we've developed for our customers to help guide you all when we're not available or before or after our typical training sessions. Through this process, we'll be ...

    • Standard Die/Shapes-Changing the Quote Number

      Hold Shift & Click to View-Selecting an Organization Kevin asks how to create, change, or choose an organization for the quote. Brad demonstrates how to search for and select an existing organization, as well as how to add or update contact, billing, ...

    • Quote Status

      ClaricoQUOTE has two types of status options assigned to quotes, "Status" and "QuoteStatus". Each are defined below. Status Property : Status Type: enum Entered = 0 RequiresApproval = 2 ApprovalRequested = 4 Completed = 5 Sent = 30 NeedsAttention = ...

    • Standard Die/Shapes-Selecting a Customer

      Click to View-Selecting an Organization Kevin asks how to create, change, or choose an organization for the quote. Brad demonstrates how to search for and select an existing organization, as well as how to add or update contact, billing, and shipping ...

    • Quote Work Flow

      Setup > Preferences & Costs >Quote Details >Quote Work Flow Sets the work flow steps of a quote Integration The work flow will add a "Submit" status when a quote in won. This allows for external integration to process all the quote that are won and ...