CRM User Guide Quotes

I Imagine Life CRM Quotes

 

The CRM Quotes is the hub to your I Imagine Life CRM Quotes. This guide walks you through your CRM Quotes.

The Quotes page has the ability to manage your quotes and create new ones for your contacts. It adds a new top level menu to your CRM and allows you to add ‘Quotes’ to your CRM.

There are three sub-menu items for CRM Quotes:

  1. Add New

Creating your Quote is super easy.

Fill out the form with necessary information:

The Quote Builder

The Quote Builder is a huge timesaver when it comes to creating your Quotes. The Web Design: Example (5) is the template included in the CRM.

Clicking ‘Use Quote Builder’ will load in your template with your Quote Details and save you typing out the whole Quote again with contact information each time.

First however, you need to choose which contact to assign the Quote to. Once you’ve done that you can use the Quote Builder but make sure you fill in the Quote Details below first (they’ll be populated into your Quotes).

Finalizing your Quote

Once you’re happy with the Quote that’s been loaded into the editor, you can finalize it and send it to your contact.

Save the Quote and can send it to your contact.

  1. Manage Quotes

By default, you will be brought to the Quotes window when you access the CRM Quotes menu. It automatically displays all the quotes that you have for your contacts.

From here, you can view the reference numbers of your quotes and the corresponding contacts that the quotes are intended for. You can also view the amount and date of the quotes; as well as the status of each- whether they’ve been accepted by a contact or not.

How do Customers Access their Quote

Quotes are saved inside the Client Portal. If you’ve not generated a Client Portal for the user then they won’t have access to the Quote until you generate it for them.

We’ve added this extra layer of security to prevent quotes being accessed by anyone.

How do Customers Accept the Quote

Once logged into the Portal, customers accept the Quote by entering their email (again) for a final security check and then the work can commence.

Preview Link shows Quote Not Found

If you’re testing out the Quote functionality by issuing yourself a quote, you may see a 404 page not found.

If this happens you may need to refresh your permalinks. You do this by going into the WordPress Settings and then Permalinks. Once you’re in there you need to set the permalinks to Default, save the page. Then set them back to your original setting and save the page again. The 404 should then go away.

  1. Quote Templates

You can create as many Quote templates as you like and use them on as many quotes as you like.

Add a New Template

  1. Click ‘Add New’

  1. Enter necessary information

  1. Click ‘Save’

Edit an Existing Template

To edit an existing template, simply click the name of the template you want to edit.