Page Comparison

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:Image Removed

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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:

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The additional functions are:

Icon	Function	Explanation

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appero-Logo

Reference to the Quote version used

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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

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Options

Here you can maintain the

basic

base data on quote name, date and validity.

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Exit

Quit

The "

Exit

Quit" function offers these following options: Cancel - switch back to the quote editor

Beenden ohne Speichern - die Ansicht wechselt in die Opportunity

Speichern und Beenden - die Ansicht wechselt zur Vorschauseite des Angebots

Äußere vertikale Toolbar

Base data

In the Base Data area, the quote name, date and validity can be edited. When sending quotes via appero quote, it should be noted that a quote can only be sent to contacts that also match the account of the quote.

Therefore, the entry in the contact field is checked to see if it matches the stored account and, if necessary, a message is displayed: “This contact does not match the selected account.”

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Saving the contact is still possible. For more complex processes involving different accounts and contacts, we recommend the Multi-level Sales option.

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.

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Funktion

Function

Erläuterung

Explanation

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SpeichernErmöglicht das Zwischenspeichern eines Angebots, ohne den Editor zu verlassen.

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PDFSpeichert das Angebot und wechselt zur PDF-Vorschau.
Nach Schließen des PDFs kann im Editor weiter gearbeitet werden.

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Versenden

Wechselt zum Email-Versand des Angebots. Zuvor werden folgende Optionen abgefragt:

• Zusätzliche Empfänger für das Angebot festlegen → zur Auswahl stehen die
  Kontakte der zugehörigen Opportunity mit Email-Adresse
• Produkte in die Opportunity kopieren → schreibt die Angebotspositionen in die Opportunity-Produkte

Hinweis: Diese Funktion steht erst beim Bearbeiten eines bereits vorhandenen Angebots zur Verfügung, sofern kein Genehmigungsprozess offen ist.

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Produkte in
Opportunity kopieren

Schreibt die Angebotspositionen in die Opportunity-Produkte

Hinweis: Diese Funktion steht erst beim Bearbeiten eines bereits vorhandenen Angebots zur Verfügung, sofern kein Genehmigungsprozess offen ist.

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Produkte aus Opportunity übernehmen

Übernimmt vorhandene Opportunity-Produkte in das aktuelle Angebot.

Hinweis: Sofern keine Produkte an der Opportunity gespeichert sind, zeigt die Funktion den Hinweis an "Es sind keine Produkte vorhanden, die in dieses Angebot kopiert werden können."

Innere vertikale Toolbar

Die innere vertikale Toolbar bietet Zugriff auf alle Elemente, die Sie dem Angebot hinzufügen können:

Öffnet die Auswahl der Angebotselemente.
Verschiedene Inhalts-, Layout- und Kalkulationselemente können ausgewählt werden.

Alle Auswahllisten können mit Volltextsuche durchsucht werden.

Fußzeile

In der Fußzeile haben Sie jederzeit die Gesamtkalkulation im Blick:

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• Summe Listenpreis
• Summe Verkaufspreis
• Rabatt in €
• Rabatt in %

Save	Allows you to save a quote temporarily without leaving the editor.
Image Added	PDF-Preview	Saves the quote and switches to the PDF-Preview. After closing the PDF you can continue working in the editor.
Image Added	Send	Switches to emailing the quote. The following options are requested beforehand: Set additional recipients for the quote → The available options are Contacts of the associated opportunity with email address Copy products to the opportunity → Writes the quote items in the opportunity products Note: This function is only available if no approval process is required.
Image Added	Copy products to opportunity	Writes the quote items into the opportunity products Note: This function is only available if no approval process is required.
Image Added	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 to copy for this quote."

Inner vertical toolbar

The inner vertical toolbar provides access to all the elements you can add to the quote:

Icon	Function	Explanation
Image Added	Products	Opens the product search menu and shows the list of available products.
Image Added	Quote Items	Opens the selection of quote items. Different content, layout and calculation items can be selected.
Image Added	Bricks	Shows the list of available building blocks, so called bricks. Bricks are compositions of quote items e.g. they can be composed of text and picture items or products and sum items. They can be inserted and placed in the quote just like 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:

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• Total list price

• Total selling price

• Total Discount in €

• Percentage Discount in %

This is an important guide, especially for long, multi-page quotes.