After you have selected the appropriate template or an existing quote as a template, the quote lightning editor opens. Here you always have all relevant tools and information in view. They are located on the one hand in the blue header and on the other hand at the top of the editor and in two vertical toolbars on the left side:
Header
In the header the name of the opportunity belonging to the quote, quote number and the stored opportunity contact are shown. You can also edit the quote date and the quote validityvalid date:
The additional functions are:
| Icon | Function | Explanation |
|---|---|---|
| appero-Logo | Reference to the Quote version used |
| Back | This function appears with mouse-over effect at opportunity and quote name. It saves the quote and goes back to the preview page of the quote record |
| Options | Here you can maintain the basic data on quote name, date and validity. |
| Exit | The "Exit" function offers these following options:
|
External vertical toolbar
In the external vertical toolbar you will find the basic functions for further processing of the finished quote, such as saving, sending, etc.
| Icon | Function | Explanation |
|---|---|---|
| Save | Allows you to save a quote temporarily without leaving the editor. |
| Saves the quote and switches to the PDF preview-Preview. After closing the PDF you can continue working in the editor. | |
| Send | Switches to emailing the quote. The following options are requested beforehand:
|
| Copy products into | Writes the quote items into the opportunity products Note: |
| Adopt Copy products from opportunity | Transfers existing opportunity products to the current quote. Note: Unless there are no products stored at the opportunity, the function will display the message "There are no products that can be copied to Products to copy for this quote." |
| Warning | ||
|---|---|---|
| ||
In appero quote Lightning, the "Transfer Copy products from opportunity" function does not yet differentiate between "Add" and "Replace" existing opportunity products. They are always added to the existing quote. This means that summary discounts that are already in the template as a quote element are loaded additionally with the sync and therefore appear twice. If necessary, please adjust your quote document accordingly after product acceptance (status Winter 20). |
Inner vertical toolbar
The inner vertical toolbar provides access to all the elements you can add to the quote:| Icon | Function | Explanation |
|---|---|---|
| Products | Opens the product search menu and shows the list of available products. |
| Quote elementsItems | Opens the selection of quote elementsitems. |
| Bricks | Shows the list of available building blocks, so called bricks. Bricks are compositions of quote elements e.g. they can be composed of text and picture elements or products and sum elements. They can be inserted and placed in the quote just like the any other quote elements. |
All selection lists can be searched with full text search.
Footer
In the footer you have the total calculation in view at all times:
- Sum Total list price
- Sum Total selling price
- Total Discount in €
- Percentage Discount in %
This is an important guide, especially for long, multi-page quotes.