Create a new quote
You always create a new quote starting from the opportunity record. There are two options for this:
When you click on the Quick Action "New Quote" in the header of your opportunity layout:
Via the "New" command, starting from the "Offer" topic list:
In both cases, a window opens for selecting the offer template.
Dialog for selecting the quote template
The "New Quote" dialog box offers two options:
- Quote templates
- Quotes
Quote templates
Under "Offer templates" all existing offer templates are listed, sorted alphabetically by name:
Quotes
Under the "Quotes" tab, the quotes already created are displayed, sorted by offer date in descending order. They can also be used as a template:
This is useful, for example, if adjustments are to be made to the previous quote during the course of the negotiation. In this way, the previous quote variants are preserved and the negotiation can also be retraced in retrospect.
For better overview, there are the following filter and search options:
| Filterkriterium | Funktion |
|---|---|
| Reduziert die vorhandenen auf die vom User selbst erstellten Angebote. |
| Zeigt nur die Angebote an, die bereits für diese Opportunity erstellt wurden. |
| Zeigt nur aktive Angebote an. |
| Volltextsuche durch die vorhandenen Angebote anhand des Angebotsnamens, mindestens 3 Buchstaben erforderlich. |
Confirm the selection of your template or quote by clicking on "Next". Alternatively, you can also use the double-click.
Limits and possibilities of the quote search
Appero quote only loads max. 200 existing quotes at this point, sorted by date descending. If the number of available quotes exceeds this amount, a warning message appears in the top line "The search returns too many hits. Please limit further."
You can now limit the search results using the above filter options. If the quote you are looking for is still not there, you also have the option of searching the entirety of the quotes on the Salesforce server.
Clicking the "Next" button closes the dialog and the selected document is ready for editing. The account, contact and price book data linked to the opportunity are automatically transferred to the document, provided that the corresponding variables have been stored. If you select an existing quote as a template, the original quote items are transferred to the new quote. If the products contained in the quote are equipped with product properties to be specified, these are queried when the product is initially loaded.
A significant advantage of appero quote: Because appero quote is based on the Salesforce platform or data model, neither the users nor the data leave the CRM system.