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Quote elements
In the left area of the application - behind the suitcase icon below the product search - you will find various quote elements. They are divided into three categories
- Content
- Layout
- Calculation
Salesforce users who are members of the "QuoteAdmin" public group can globally show and hide individual items.
Overview of the operating functions
The meaning of the individual functions at a glance:
| Icon | Function | Explanation |
|---|---|---|
| Quote items | Opens the area of available quote elements |
| Search screen | The existing quote elements can be searched via full text search, in addition, the list is also scrollable with arrow keys or mouse. |
| Add element | The blue plus sign appears next to a selected quote element. By a mouse click or double click function the element is added to the quote document. |
| Position element | The selected element can be placed anywhere in the quote document. To do this, move the two blue lines in the document using the mouse. If you move the mouse over the plus sign, the line turns green and the element can be placed at this position by clicking on it. |
| Badge | The name of the respective offer element is always visible on the right margin of the document. This allows a quick orientation about the quote and calculation structure. |
Overview of the elements of the quote
Currently, the following quote elements are available for selection:
| Quote element | Area | Function |
|---|---|---|
| Text area | Content | This element can be filled with continuous text and placed anywhere in the quote. All text elements can be edited by clicking on the element itself. A rich text editor opens for editing and formatting the content. |
Headline 1 Headline 2 Headline 3 | Content | Additional text elements that can be used as headings to better structure the quote. The corresponding formatting is defined in the client of the quote. |
| Blank line | Layout | The "Blank Line" element inserts a blank area with a line height anywhere in the quote. |
| Separator line | Layout | The "Separator Line" element inserts an area of one line height with a horizontal line positioned in the center. |
| Page break | Layout | The element "Page break" allows the positioning of a page break at any position. This page break will be executed exactly at this position during PDF generation in Salesforce. |
| Product overview | Layout | This element enables the individual configuration of overview elements, e.g. for tables of contents or investment overviews. For more details see section "Product overview". |
| Produkt details | Layout | The product details show the product names and descriptions of all products present in the quote without prices. |
| Column caption | Layout | You can place individual column headings anywhere in the document to structure your quote. All columns that have been set up in the global settings of the document are available. |
| Graphic | Layout | The quote element "Graphic" allows the integration of graphics that are stored in the Saleforce documents. This option is recommended if the same images are to be embedded in the quotes again and again, because the graphic only has to be deposited once. However, care must be taken to ensure that the relevant documents are created in Salesforce beforehand, otherwise they will not be available in the quote. In addition, graphics can be uploaded and inserted from the local work environment. This option is only recommended if a special image file is to be mapped once. Because the file is stored directly at the "Google Documents & Attachments" related list of the respective opportunity, redundancies can otherwise occur and Salesforce's data volume is reached more quickly. |
| Signature | Layout | Use this element to add the opportunity or quote owner's signature to your quote. Before you can do this, you need to upload the appropriate graphics to Salesforce and assign them to an appropriate user. |
| Subtotal | Calculation | The "Subtotal" element automatically adds all products and sum discounts above it up to the beginning of the quote or up to a subtotal above it. |
| Total net | Calculation | The "Total net" element calculates the net total from all product items above it in the quote. |
| Group total net | Calculation | This element must first be assigned to one or more product groups via the side toolbar. It then totals all the product items belonging to the group in the entire quote, regardless of whether they are above or below the totals line. |
| Sum discount | Calculation | Using discounts allows you to personalize your quotes more and make them more attractive to your customers. The sum discount element allows - provided that the corresponding columns have been displayed in the editing view - an absolute or percentage discounting of the net total. Note: The percentage sign after the discount will be added automatically. |
| Discount | Calculation | While the sum discount refers to the quote total above, i.e. previous sum discounts also influence the calculation, the price discount is calculated solely from the sum price of the associated products I.e. total discounts or price reductions placed above the discount are ignored in the calculation of the discount. see also Discounts at Sum Level |
| Value added tax | Calculation | The quote element "VAT" displays the VAT included in the quote as an amount, subdivided according to the tax rates involved. |
Group total gross Gross sum | Calculation | The gross total elements allow you to show the total gross totals of your quote, i.e. net total plus VAT amount. The determined amount always refers to the entire quote, regardless of the positioning in the quote. You can further narrow down the quote by filtering by product totals. |
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In summary elements, the Description and Sumprice columns are shown by default. In addition, in all net total elements - subtotal, net total, net group total -.also SumListprice, SumPricePartner, SumPriceDist and quantity columns are correctly calculated and displayed by default. |
Custom extensions
It is possible to assign your own labels or comments in the quote template. These are for better orientation in the quote process and have no influence on the quote PDF
Related links
Individual Configuration of Quote Items