Quick Quotes - Send email-based quotes

The Quick Quotes feature allows you and your users to quickly generate and send sales quotes for their deals (ADD LINK) to contacts, including your product or service details, description, quantity and price.

Please note, that you will need to be connected to the Email sync to use this feature.

In this article:
Send a quote via email
Edit the Quote Block

Send a quote via email

Quick Quotes can be sent for any pending deal in the CRM from the Contact Page or the Pipeline Page.

1
Contact Page

Open contact with a pending deal → scroll down to the pending deal → select Email Quote in the top right-hand corner of the deal.

Open a contact with a pending deal and scroll down to the deals. In the top right hand corner of the deal, click on the

Pipeline Page

Open a pending deal card → select Email Quote in the top right-hand corner of the deal.

On the pending deal page, click on

2
Review the email quote and make any adjustments you need. Once you're happy with all the details → click Send.

In the

Notes:

  • A copy of your email quote is stored in your Activity Timeline of the contact for future reference. 
  • All quotes that have been sent can be viewed on the Email page → in the Quotes folder.
  • Quick Quotes is pre-installed for all users. However, only the account owner or administrator can edit the Quick Quotes template.
  • Quick Quotes is not available for bulk email. 
  • If you have more than 1 email for your contact, you can choose which email address to send your quote to.

Edit the Quote Block

1
Click on your User/Profile icon (top right-hand corner) → select Apps and Integrations under Financial Apps click on Quick Quotes → click on Install.

Apps and Integration Page l Under Financial Apps select Quick Quotes.

2
In the Quote Block tab, you can add text for the quote block and select variables using the Insert line item variables and Total line variables drop-down → Once all changes have been made click Save.

In the Quote Block tab, select variables from the dropdown on the right-hand side and click

Select from the following variables:
Line Items Totals Line
Item name Total amount
Item description Deal Custom Fields
Item QTY
Item price
Item amount

Notes:

  • You can bold the amount or any other fields, by highlighting the text and clicking CTRL & B. 
  • Change the background color of your Quote block by selecting the color from the Use a background color dropdown. 

3
Select your default Email Template under Quote block usage section.

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