Create a Quote in Service Agreement Quoter

How to create a new Quote in Service Agreement Quoter.

Quick Reference

• Service Agreement Quoter allows you to build out Quotes for equipment servicing, and track their status through initial creation to approval to CVA Contract creation.
• To create a new Quote in Service Agreement Quoter:
  • Click the plus icon in the top-right corner of any screen in Service Agreement Quoter.
  • Fill out all the basic information for the Quote, including at minimum a Quote Date, Contract Type, Owner, Branch, Customer, and at least one Customer Contact. Once you are finished, click the “Save” button in the top-right corner of the screen.
  • Add equipment to your Quote by selecting a Revision from the left navigation menu, then clicking the “Add Multiple Equipment” or “Add Empty Equipment” buttons.
  • Add Events to a piece of equipment by clicking its serial number in the left navigation menu, then clicking the “Edit Events” button.
  • Edit an Event for a piece of equipment by clicking its serial number in the left navigation menu, then clicking the Event’s name (highlighted in blue) in the Event List.
  • Once the Quote has been won, click the “Create Contract” button in the top-right corner of the Quote Details page to create a CVA Contract for the Quote. Click “CVA Contract” in the left navigation menu to edit the CVA Contract, then click the “Send to ERP” button to send the Contract to your ERP system.

Introduction

The primary function of Service Agreement Quoter is to build out Quotes for equipment servicing, and to track their status through initial creation to approval to CVA Contract creation. The following article outlines the process of creating a new Quote in Service Agreement Quoter.

Create a Quote

To create a quote in Service Agreement Quoter, follow the steps below.

1. Start a New Quote
   Click the plus icon in the top-right corner of any screen in Service Agreement Quoter to open the Create Quote screen and start building a new Quote.
   
2. Fill out Quote Information
   On the Create Quote screen, fill out all the basic information for the Quote, including at minimum a Quote Date, Contract Type, Owner, Branch, Customer, and at least one Customer Contact. Click on the “Customer Name” field to open the Customer Search window and select a Customer for the Quote.
   
   For a breakdown of all the elements on the Create Quote screen, see “The Create Quote Screen”. Many of the fields on this screen can have default values set via the Personalize screen. These defaults can always be overwritten at the time of Quote creation.
   
   Once you are finished filling out the details of your Quote, click the “Save” button in the top-right corner of the screen to create it.
   
3. Add Equipment
   After clicking the “Save” button, you will be automatically redirected to the Quote Details screen for the Quote you have just created. Specifically, you will be taken to the Revision Details screen of the Quote’s initial Revision.
   
   You can now add equipment to the Quote. Scroll down to the Equipment List panel and click the “Add Multiple Equipment” button to open the Equipment Search window and select equipment to add to the Quote. You can also click the “Add Empty Equipment” button to add a blank row to the Equipment List, and manually fill out the information for a piece of equipment.
   
   Once you are finished adding equipment to the Quote, click the “Save” button in the top-right corner of the Equipment List panel to save your changes.
   
   
4. Manage Equipment and Add Events
   Once you have added one or more pieces of equipment to your Quote, you can manage each piece of equipment individually, and add Events to be completed for each piece.
   
   To do this, first navigate to the Equipment Details screen for the piece of equipment you’d like to manage. You can do this by clicking on the equipment’s serial number in the left navigation menu of the Quote Details screen. Scroll down to the Event List panel and click the “Edit Events” button to modify the Events for that piece of equipment.
   
   To add a Package to your piece of equipment, click the plus icon next to that Package in the Package List. To add a singular Event to your piece of equipment, change its number of occurrences in the “# Occurrences” column of the Event List. Once you are finished, click the “Save” button in the top-right corner of the Event List panel.
   
   
5. Manage Events
   The individual Events added to a piece of equipment on a Quote can also be managed. To do this, click on the Event’s name (highlighted in blue) in the Event List. This will take you to the Event Details screen, where you can edit the Event’s header, financials, and Parts, Labor, and Misc components.
   
6. Create and Send CVA Contract
   Once a Quote has been won, you can click the “Create Contract” button in the top-right corner of the Quote Details page to create a CVA Contract for the Quote. This will add a “CVA Contract” option to the left navigation menu. Click this option to view and manage the CVA Contact associated with the Quote. For a breakdown of all the elements on the CVA Contract screen, see “The Quote Details Screen - CVA Contract”.
   
   Once you are satisfied with the contents of the CVA Contract, you can send it to your ERP system by clicking the “Send to ERP” button in the top-right corner of the Equipment List panel.