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

Image Added

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:Image Removed

Image Added

The additional functions are:

Icon	Function	Explanation

Image Removed

Image Added

appero-Logo

Reference to the Quote version used

Image Removed

Image Added

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

Image Removed

Image Added

Options

Here you can maintain the

basic

base data on quote name, date and validity.

Image Removed

Image Added

Exit

Quit

The "

Exit

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

Exit without saving

Quit -

the view changes to the opportunitySave and exit

Saves the quote and closes the editor - the view changes to the preview page of the quote

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.”

Image Added

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.

Icon	Function	Explanation

Image Removed

Image Added

Save

Allows you to save a quote temporarily without leaving the editor.

Image Removed

Image Added

PDF-Preview

Saves the quote and switches to the PDF

preview

-Preview. After closing the PDF you can continue working in the editor.

Image Removed

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

This function is only available

when editing an existing quote, unless an

if no approval process is

open

required.

Image Removed

Image Added

Copy products

in

to opportunity

Writes the quote items into the opportunity products Note:

This function is only available

when editing an existing quote, unless an

if no approval process is

open

required.

Image Removed

Image Added

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."

In appero quote Lightning, the "Transfer 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

Image Removed

Image Added

Products

Opens the product search menu and shows the list of available products.

Image Removed

Image Added

Quote

elements

Items

Opens the selection of quote

elements

items. Different content, layout and calculation

elements

items can be selected.

Image Removed

Image Added

Bricks

Shows the list of available building blocks, so called bricks. Bricks are compositions of quote

elements

items e.g. they can be composed of text and picture

elements

items or products and sum

elements

items. 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:

Image Removed

Image Added

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.