Service Quotations

CRM > Quotations > Service Quotations

The Service Quotations page manages quotes for service items. You can also include product items in service quotations. Each service line item can override the default prices specified for labor and services. A service quotation supports the following types of line items:

• Service Items
• Labor Items
• Fixed Labor Item
• Fixed Price Item
• Product Item
• Retainer by Hour Item
• Retainer by Amount Item

Note: For a description of service quotation actions see Processing Service Quotations.

Create New Service Quotations

1. Select the CRM > Quotations > Service Quotations tab.
2. Click New.
3. Enter the following in the Customer Info panel.
   • One of the following:
     • By Opportunity
     • By CRM Account
     • By Project
   • Contact
4. Enter the following fields in the Quotation Info tab.
   • Quotation Number
   • Status
   • Name
   • Expiry Date
   • Created By
   • Creation Date
   • Summary
5. Click the Custom Fields tab.
   • Enter values in the custom fields, as appropriate for this record.
   • Custom fields are maintained using the Admin > My Company > Custom Fields page.
6. Click Save. Two additional tabs display: Line Items and Attachments.
7. Click the Line Items tab.
8. Click Add. Select one of the following service items.
   • Service Item
   • T&M Labor Item
   • Fixed Labor Item
   • Fixed Price Item
   • Product Item
   • Retainer by Hour Item
   • Retainer by Amount Item
9. When adding a Service Item enter the following:
   • Service - Select a service.
   • Unit Price - Accept the default or override.
   • Quantity - Accept the default or override.
   • Period - Recurring or One Time
   • Description - Enter a description.
10. When adding a T&M Labor Item entering the following:
    • Role - Select a role.
    • Unit Price - Accept the default or override.
    • Quantity - Accept the default or override.
    • Period - Per Hour or Per Day
    • Description - Enter a description.
11. When adding a Fixed Labor Item entering the following:
    • Name - Enter a name.
    • Unit Price - Accept the default or override.
    • Quantity - Accept the default or override.
    • Period - Per Hour or Per Day
    • Description - Enter a description.
12. When adding a Fixed Price Item entering the following:
    • Name - Enter a name.
    • Milestone Type - Select a milestone type.
    • Unit Price - Accept the default or override.
    • Quantity - Accept the default or override.
    • Period - Per Hour or Per Day
    • Description - Enter a description.
13. When adding a Product Item enter the following:
    • Product
    • Price Level
    • Discount
    • QTY
    • Price
    • Description
14. When adding a Retainer by Hour Item entering the following:
    • Name - Enter a name.
    • Unit Price - Accept the default or override.
    • Quantity - Accept the default or override.
    • Period - Contract Length, Weekly, Monthly, Quarterly, Yearly
    • Description - Enter a description.
15. When adding a Retainer by Amount Item entering the following:
    • Name - Enter a name.
    • Retainer Amount - Enter an amount.
    • Description - Enter a description.
16. Click Attachments tab.
    • Click Upload a new file to upload files to this record. For example, a request for proposal (RFP).
17. Click Save.