The quoting tool makes it easy to create, manage and share quotes and proposals with potential buyers directly from a contact search. To take payments online, check out the Infusionsoft Payments Setup Guide.
Table of Contents:
You can access quoting tools from My Day and Interactive List View by clicking the $ icon within the task tool bar.
- To create a new quote, click add quote and use the auto-complete box to search for and add products and/or subscriptions to the quote. Once a product is selected, you can edit the description, quantity and price. Subscriptions can be edited to include a free trial period.
- You can apply a percentage discount or flat rate price reduction to any quote by clicking the red discount field. If a product qualifies for shipping, you can click the Shipping link to select a preconfigured shipping option. If no shipping options exist, a pop-up will direct you to the e-commerce setup page.
- When taxable products are added to a quote, tax will be automatically calculated and applied. If no tax tables are configured, a pop-up will direct you to the e-commerce setup page.
Click Continue and the quote template will pop-up allowing you to specify payment options (Send quote with no payment options, Send quote and allow payment later, or Send quote and require online payment.)
Important! Be sure to select the last radio option if you want to require the quote be paid online. If you don't have a merchant account, check out Infusionsoft Payments Setup Guide.
- Once you've edited your quote template, click the Send button.
View & Share Quotes
You can preview a quote by clicking the Preview button, which will open a PDF quote. Clicking Send Quote will open an email dialog box with options to edit the recipient address, subject line and email body, which includes a company logo, your HTML signature and link to access the quote.
After clicking the link, a recipient is taken to a web page that contains a quote. The quote can be accepted or declined with the click of a button. If the recipient declines the quote, the page is refreshed, and the word “DECLINED” is stamped in red. If the quote is accepted, the customer will see the word “ACCEPTED” stamped in green. A notification email will automatically also be sent to the sales person.
Accepted quotes are automatically converted into orders, and a balance is created within Infusionsoft. Payments must be recorded manually. Any action taken on a quote will update the status, which include: draft, sent, viewed, accepted and declined. Once a quote is accepted, it cannot be changed.
Every quote has a version history so you can track the negation history.