SALES APPLICATIONS

Quoting a customer is essential to your sales cycle. With Naologic's sales quote application, you're able to create and send quotes to prospective customers and to generate sales orders directly from within the sales quote application.

How do I create a new sales quote?

  1. Navigate to your Sales Quotes App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the Add new sales quote option
  3. Specify the customer (by choosing from your stored contacts), shipping and billing address
  4. Add your product(s) to the quote by choosing from your saved products
  5. Specify the order date, payment terms and shipping method

How do I add products to my sales quotes?

When selecting products for your sales quotes, the options you have available are pulled directly from the products you've created for your company in your product listings app. Once you've added your products there, they'll be selectable from the dropdown you choose from when you create a sales quote.

How do I add customers to my sales quotes?

The customer list you choose from when creating a sales quote is pulled directly from your contacts on file. To add options to your customer dropdowns inside sales quotes, simply go to your contacts and create a new entry there.

How do I edit an existing sales quote?

  1. Navigate to your Sales Quotes App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales quote you wish to edit
  3. Make the changes you need
  4. Hit Save
  5. That's it!

What are the sales quote statuses?

Your sales quotes can go through several different states before being converted to sales orders

  • Draft: For orders you're in the middle of creating but not yet ready to send out to your potential customer for acceptance
  • Approved: You can manually perform this action if you've received consent from your customer offline. Another way for a quote to be approved is for your customer to accept the quote. When you create a sales quote, you can choose to generate an email to your customer from where they're able to accept or decline the quote
  • Complete: When you've generated a sales order from a sales quote, its status will change to complete and you'll be able to find the entry in the sales order app
  • Declined Your customer declined the quote: Create a new one or reach out to understand what the reason for the decline was!

How do I send a sales quote to my customer?

  1. Navigate to your Sales Quotes App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales quote you wish to send to your customer
  3. Hover over the row and identify the send email option
  4. Verify that the email the quote will be sent to is correct
  5. Hit send
  6. That's it!

How do I generate a sales order from a sales quote?

  1. Navigate to your Sales Quotes App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales quote you wish to generate a sales order from
  3. Hover over the row and identify the generate sales order option
  4. Click it an fill out the needed additional fields
  5. Hit create
  6. That's it, your quote has now been marked as complete in the sales quote table and at the same time has been listed as an active sales order

How do I delete a sales quote?

  1. Navigate to your Sales Quotes App which is within the Sales navigation tab in your top-level menu
  2. From the main table, identify the sales quote you wish to delete
  3. Hover over the row and identify the delete option
  4. Confirm your action
  5. Done

Please note that if this sales quote has been sent out to customers, they will similarly no longer be able to view it.