Digital Quote Manager - ECi Software Solutions Digital Quote Manager The Digital Quote Manager is a

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  • Digital Quote Manager

  • iii

    Table of Contents

    DIGITAL QUOTE MANAGER ................................................................................................................................ 1

    CREATING SALES QUOTES .................................................................................................................................. 5

    CREATING A SALES QUOTE ............................................................................................................................................... 5

    SALES QUOTE TYPES ....................................................................................................................................................... 5

    Equipment Sales Quote .......................................................................................................................................... 5 MPS Sales Quote .................................................................................................................................................. 10 Bundled Sales Quote ............................................................................................................................................ 13 Supply Sales Quote .............................................................................................................................................. 18

    MANAGING PROSPECTS ................................................................................................................................................. 22

    Creating a Prospect.............................................................................................................................................. 22 Deleting a Prospect .............................................................................................................................................. 23 Editing a Prospect ................................................................................................................................................ 24

    MANAGING OPPORTUNITIES ........................................................................................................................................... 25

    Creating an Opportunity ...................................................................................................................................... 25 Editing an Opportunity ........................................................................................................................................ 26 Deleting an Opportunity ...................................................................................................................................... 27

    USING THE TABS ........................................................................................................................................................... 27

    Using the Current Situation Tab .......................................................................................................................... 27 Using the Configured Items Tab .......................................................................................................................... 30 Using the Other Items Tab ................................................................................................................................... 33 Using the Lease Options Tab ............................................................................................................................... 36 Using the Service Options Tab ............................................................................................................................. 39 Using the Billing/Shipping Tab ............................................................................................................................. 42

    GENERAL QUOTE INFO .................................................................................................................................................. 45

    Finding a Sales Quotes ......................................................................................................................................... 45 Removing a Sales Quote ...................................................................................................................................... 46 Copying a Sales Quote ......................................................................................................................................... 47 Marking a Quote Ready to Submit ...................................................................................................................... 48 Using the Financial Summary .............................................................................................................................. 49

    PRINTING, EMAILING, & EXPORTING ................................................................................................................. 53

    Last Update: 5/30/13 © Digital Gateway, Inc. All rights reserved i

  • Digital Quote Manager

    iv

    EXPORTING.................................................................................................................................................................. 53

    EMAILING FROM DIGITAL QUOTE MANAGER ...................................................................................................................... 56

    PRINTING A SALES QUOTE .............................................................................................................................................. 59

    Overview .............................................................................................................................................................. 59 How to Print a Sales Quote .................................................................................................................................. 60

    PRINTING .................................................................................................................................................................... 60

    BOOKMARKS ................................................................................................................................................................ 61

    Bookmarks ........................................................................................................................................................... 61 Custom Properties Bookmarks ............................................................................................................................. 70

    COMPLETING QUOTES ...................................................................................................................................... 73

    COMPLETING A SALES QUOTE ......................................................................................................................................... 73

    Overview .............................................................................................................................................................. 73 How to Submit a Sales Quote to e-automate ...................................................................................................... 73

    FILTERS ............................................................................................................................................................. 75

    EDITING COLUMNS ....................................................................................................................................................... 75

    Overview .............................................................................................................................................................. 75 Moving Columns Around ..................................................................................................................................... 75 Adding Columns ................................................................................................................................................... 75 Removing Columns .............................................................................................................................................. 76 Adjusting Columns ............................................................................................................................................... 76 Putting Columns in Ascending or Descending Order ........................................................................................... 76

    GROUPING COLUMNS .................................................................................................................................................... 76

    Overview .............................................................................................................................................................. 77 Group by Column ................................................................................................................................................. 78 Group by Box ....................................................................................................................................................... 79 Removing Groupings ............................................................................................................................................ 80 Expanding and Collapsing Groupings .................................................................................................................. 81

    USING THE FILTER EDITOR ...........................................................................................................................