Setup

You will need the Sales Quoting module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].

You will also need the following permissions in your security group:Can create, update and delete sales quotes.

Click here to learn about permissions and security groups.

How to send a sales quote reminder

Send reminder emails manually or in bulk to follow up on submitted sales quotes. Replies from clients will be directed to the assigned Sales Person.

Individual sales quote

1. Navigate to Sales Quotes and View a Submitted sales quote.

2. Click Send Reminder to Customer to adjust the content and recipients. Then click Send Email to confirm.

In Bulk

1. Navigate to Sales Quotes, select all sales quotes to send the reminder to and click Edit [X] Sales quotes.

2. Choose Send reminder email in the Actions field and click Apply Changes.

How to manage partially approved sales quotes

Partial approval of a sales quote is not supported. Instead, have the quote declined and duplicate it to create a revised version.

1. Ask the client to decline the sales quote and provide explanation on which items were declined or approved in the Comment.

2. Navigate to Sales Quoting, update the Status filter to include Declined, and view the declined quote.

3. Click Duplicate.

4. Adjust fields and select the line items to include, then click Void original and Duplicate Quote.

5. Finalise and submit the new sales quote to the client.

How to create and use a "template" for sales quotes

When creating a sales quote, sales quote line items must be built from scratch. To save time, create a sample quote as a "template" that can be duplicated for reuse.

Templates are particularly useful when managing sales quotes for multiple properties since they enable streamlined, consistent quoting across different sites.

1. Create a sales quote for a "test" client and property.

2. To create a new sales quote from the "template", click Duplicate.

3. Adjust the fields the pre-filled fields in the same window as when building the new sales quote, then click Void Original and Duplicate Quote or Duplicate Quote.

4. Adjust any of the Sales quote line items for Required work, Included fixed routines and Included Do and Charge routines.

5. Finalise and submit the new sales quote to the client.

To manage multiple template quotes, create Sales Quote Tag in Control Panel > Sales Quoting and apply it by editing individual quotes or using bulk edit. Using templates for multi-property quotes ensures consistency and saves time by providing a ready-made framework adaptable for each site.

Creating and Managing Sales Quotes for Multiple Properties

Workflow 1 (recommended): Individual Quotes for Each Property

For situations requiring property-specific breakdowns, follow these steps:

Create and finalize a sales quote for one property.
Duplicate it for other properties and adjust details as necessary.
Use Parent/Child Task Relationships to streamline management and reporting, including generating a consolidated invoice for overall billing efficiency.

Workflow 2: Single Quote for Multiple Properties

When creating one quote for multiple properties, you cannot seamlessly add routines and billing contracts, nor create tasks for the properties from the completion step. This workflow requires additional changes and adjustments.

Set up a Parent Property in Uptick to group all relevant sites under one entity.
Enable Quote Sectioning to divide the Required Work section for each property, OR state the related property in the description of routines.
Submit and approve the sales quote, then complete the required steps depending on the nature of the quote.