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Training: Adding Smart Quote to a Sales Quote

This module explores how to seamlessly transition from a product configuration into a professional Sales Quote for your customer.

The Quoting Workflow

After verifying the accuracy of all details on the Smart Quote screen, you are ready to attach the configuration to a Sales Quote. 1. Add To: Click the Add to Sales Quote button. 2. Customer Selection: Select an existing customer or create a new one to associate with the quote. 3. Draft Creation: Velosity creates a new Sales Quote in DRAFT status, allowing you to add more items, adjust discounts, or edit shipping terms before sending.

Interactive Tutorial: Integration with Sales Quotes

The following walkthrough demonstrates the process of taking a completed configuration and generating a formal Sales Quote record.

Key Takeaways

  • Flexibility: You can add multiple different Smart Quote configurations to a single Sales Quote.
  • Revisioning: If the customer requests changes, you can use the Reconfigure button directly from the Sales Quote line item to jump back into the Smart Quote engine.
  • Professionalism: Once added to a Sales Quote, you can immediately generate a PDF for the customer.