The SpotlerCRM Quotations feature lets you create, download and send quotations directly from your CRM (available in the Professional and Enterprise plans).
When you create a sales Opportunity, you can generate a quotation directly from the opportunity and send it to your customer or prospect. The quotation is automatically added as a document to the Opportunity record.
The system includes a customisable template where your system Administrator can upload your company logo, and set up your organisation details, bank account and taxation information, standardising all your quotations.
Your stored Quotations are included within the document storage limits for your price plan, i.e. for Professional, this is 5GB and Enterprise, unlimited.
System Setup
In Settings / System Settings, open Company Settings and add your taxation information. For example, under Tax Name this might be VAT and Tax Rate 20%.
Quotations Template Setup
To set up your Quotations Template, in Settings / System Settings, open Quotation Templates.
Click on “default” to open the default template.
On the Properties tab, you can select your template name.
On the Structure tab you can format your quotation by adding in the various sections to your template by dragging and dropping the items with your mouse.
Clicking on the various sections in the template will open the editing options available. You can edit the text, colours and fonts, and add your company logo to the Quotation. You can add your organisation’s details, bank account information, select how you want any taxes to appear, and change the colour schemes.
Once you have finished editing, click to Save.
On the Page Styles tab you can set the margins for your quotations.
Create a Quotation
To create a Quotation, in your open Opportunity, scroll down to the Quotations section and click ‘+Add’. This will automatically generate a Quotation for that Opportunity and save it to the Opportunity Documents.
You then have the option to ‘View’, ‘Download’ or ‘Send’ the Quotation. The ‘View’ option will display the Quotation, with a summary of the record:
‘Download’ creates a PDF file that you can save to your computer. ‘Send’ bring up a box with the email to send to quotation to your contact. You can edit this as required.
The Quotation is automatically saved as a document in the Quotation Documents section. Clicking on the document name will open it.
You can view a list of all your Quotations across all accounts in Settings / System Settings, then Quotations, and your Documents in Settings / Data Management, the Documents.
