Common Tasks

An outline of the common tasks you can perform via the Quote Details page in Texada iQuote.

Common Tasks

Hover over the Common Tasks drop-down menu at the top right of the Quote Details page to display the following tasks:

Quote Task

Edit Quote Header: Edit the customer and opportunity information and assign a sales rep, or select a different stock number than the original quote.

Share Quote: Allows the quote to be visible to other sales reps so that they can create a quote based on it, or they can assist in finishing the quote and save their changes.

Delete Quote: Deletes the quote and all revisions.

Lock Quote: Only available to Admin users; changes the quote so that it cannot be edited and removes any editing ability including changing the status and quote header.

Set Quote to Public: Allows the quote to be viewed by all users.

Reopen Quotes: Based on the user’s access level to iQuote (admin, power users, and sales reps), deals in No Deal and Lost status will be able to be changed back to Submitted or Open. This will also change the status and stage of the opportunity in SalesLink.

Reopen Quotes in Won or Lost Status

In order to reopen a quote that has an opportunity stage of Lost or Won, you need to first reopen the quote that set the opportunity to Lost or Won and then reopen the No Deal quote.

Reopen Quote in No Deal Status

With the possibility of multiple quotes on one opportunity, the stage of the opportunity could be different than the status of the quote. No Deal quotes can only be reopened if the opportunity linked to the quote has a stage of Development or No Deal.

Edit Quote Status

Submitted: Select Submitted when the quote is presented to the customer. On the Submitted screen you have the option to add a completed activity that will appear on the sales rep’s calendar in SalesLink.

Change to Won, Lost, or No Deal

Once the decision is made by the customer, change the status of the quote accordingly to one of the following:

• Won – The quote was accepted by the customer. This will also create a new deal in COTI if your system is enabled.
• Lost – The quote was not accepted by the customer and they chose to purchase from a competitor. The lost sale information will be visible in SalesLink.
• No Deal – The quote was not accepted by the customer for reasons other than purchasing from a competitor.

If the system is configured to collect competitive information, you will see the following information pre-populated from the quote’s information when the quote status is changed to Won, Lost, or No Deal:

• Sales Rep (quote sales rep)
• Transaction Date (current date)
• County (from Sales Agreement)
• Model (quote model)
• Manufacturer (quote equipment makes)
• Cust. Invoice w/o trade (quote configuration - Grand Total)
• Serial # (equipment serial number)
• Year of Manuf (equipment year manufacture)

If the status is set to Won, the following fields should be pre-populated:

• Sales Territory (region where the quote sales rep is assigned)
• Country (customer country)
• PIN County (from SA County)
• State Tax (if there are taxes for the quote revision)
• Status (Equipment Status)
• Governmental (Quote set up)
• Deal Sheet GP% (GP% of the quote revision)
• Stock Number (Equipment Stock Number)

Current Revision Tasks

Copy to New Quote: Creates a copy of the existing quote, assigns a new quote number and revision to it.

Copy to New Revision: Copies all of the details of the original revision of the quote to a new tab, allowing for a modified version of the existing quote but leaving the details of the original in place.

Send Email: See Quote Editor - Email Documents (article forthcoming) section for more information.

Delete Revision: At times a sales rep may choose to run some “What-if” scenarios with a quote without having those changes saved with the quote. This feature allows for the deletion of this revision.