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      1. Texada Knowledge Base
      2. Service: Service Agreement Quoting
      3. Quotes

      The Quote Details Screen

      An overview of the Quote Details screen in Service Agreement Quoting.

      Quick Reference

      • The Quote Details screen in Service Agreement Quoting contains all of the information about an existing Quote. There are three different ways to reach the Quote Details screen:
        • Via the Quote List: By clicking on a Quote No.
        • Via the Quote Search: By clicking on a Quote No in the search results.
        • Upon Quote Creation: By clicking the “Save” button on the Create Quote screen.
      • The Quote Details screen is divided into the three sections:
        • The top bar contains useful information about the Quote, as well as controls for editing the Quote and changing its status.
        • The left navigation menu allows you to navigate the Quote’s various subscreens. The options available in this menu will change depending on the Quote’s status, revision history, and included equipment. 
        • The bottom-right section contains the current subscreen.

      The Quote Details Screen

      This page is part of a series on the Quote Details Screen in Service Agreement Quoting. The structure of this screen and its subscreens is as follows:

      Introduction

      The Quote Details screen in Service Agreement Quoting contains all of the information about an existing Quote, including its header information, customer details, and revision-specific details such as attached documents and equipment information. The Quote Details screen is a key component of SAQ, and staff members who manage Quotes will spend the majority of their time on this screen and its subscreens.

      There are three different ways to reach the Quote Details screen:

      1. Via the Quote List
        When viewing the Quote List, click on a Quote’s Quote No (highlighted in blue) to view its details.
      2. Via a Quote Search
        After performing a Quote Search, click on a Quote’s Quote No (highlighted in blue) to view its details.
      3. Upon Quote Creation
        Immediately after creating a new Quote (clicking the “Save” button on the Create Quote screen), the User will automatically be redirected to that Quote’s details screen.

      Quote Details Screen

      The Quote Details screen is divided into the three sections. The top bar contains useful information about the Quote and controls for editing the Quote and updating its status. The left navigation menu allows you to navigate the Quote’s various subscreens. The bottom-right section contains the current subscreen.

      The options available in the top menu and navigation menu will change depending on the Quote’s status, revision history, and included equipment.

      1. Top Bar
        Contains basic information about the Quote, including its current status, Quote number, and Customer number and name.
      2. Quote Actions
        Options for changing the status of the Quote will appear here, both in the form of buttons and additional options available via the dot menu . Different options will be available depending on the Quote’s current status:
        1. Buttons:
          1. Edit: Open, Submitted for Approval, Approved, and Won Quotes only. Click to edit the Quote’s details.
          2. Submit for Approval: Open Quotes only. Changes the Quote’s status to Submitted for Approval.
          3. Approve: Submitted Quotes only. Changes the Quote’s status to Approved.
          4. Won: Approved Quotes only. Changes the Quote’s status to Won. 
          5. Create Contract: Won Quotes only. Creates a CVA Contract for the Quote.
        2. Additional Actions:
          1. Open: Won, Lost, and No Deal Quotes only. Changes the Quote’s status to Open.
          2. Lost: Open, Submitted, Approved, and No Deal Quotes only. Changes the Quote’s status to Lost. 
          3. No Deal: Open, Submitted, Approved, and Lost Quotes only. Changes the Quote’s status to No Deal. 
          4. Delete Quote: Open, Submitted, and Won Quotes only. Deletes the Quote.
      3. Navigation Menu
        This menu allows you to navigate the various subscreens of the Quote Details page. Click the left arrow to collapse it, and the hamburger icon to expand it again once collapsed.
        1. Quote Header
          Contains information on the Quote, including its owner, Customer, Customer Contact(s), equipment defaults, and revision history. 
        2. CVA Contract
          Contains information on the CVA Contract created from the Quote. This option will only appear after the “Create Contract” button (3d) has been clicked and a CVA Contract created for the Quote in question.
        3. Customer Details
          Contains information on the Quote’s Customer pulled from Customer Search.
        4. Revision Details
          Each of the Quote’s revisions will be listed separately in the navigation menu. Click the down arrow next to a revision to view its attached documents and equipment. Click on a revision to view details for that revision, including financial information and the equipment list.
        5. Revision Documents
          This option will appear once under each of the Quote’s revisions. Click to view external documents attached to that revision.
        6. Equipment Information
          This option will appear once under each of the Quote’s revisions for each piece of equipment included in that revision. Click to view information on that piece of equipment, including its Event list, year over year activity, Contract history, and PM history.