This is an overview of the Manage Quotes feature in CrikSales. This feature is available to management and rep users.
Chapters:
Keep Track of Quotes
The Manage Quotes tab is located under the Sales Portal section of your CrikSales portal.
By default, the tab shows in-house users all quotes entered in CrikSales (by any user) and shows reps all quotes for their customers, over the past three months, starting with the most recently created quote.
- You can change the date range using the date filters in Search Filters.
Create a New Quote through Manage Quotes
You can create a new quote directly from there by clicking 'Create New Quote'. You'll get a pop-up where you can search and select the customer for whom the new quote is for. Click on the customer name will redirect you to the Quote Entry page.
Easily Find Information
You'll see the quote number and associated customer in the Quote # and Customer columns, respectively.
- Click the Quote# header to sort quotes numerically. Click the Customer header to sort customers alphabetically.
You'll see the status of each quote in the Status column. This indicates whether the quote is in the draft stage, sent to the customer, viewed, approved, or expired.
- Click the column header to sort quotes based on status.
You'll see the user who created the quote and the rep responsible for the quote in the Sales Rep and Created By columns, respectively.
- Click either column header to sort reps or users alphabetically.
You'll see the date each quote was created and the date each quote expires in the Date Created and Valid Until columns, respectively.
- Click the Date Created header to sort by quote creation date. Click the Valid Until header to sort by expiration date.
You'll see the total value for each quote in the Total column. Clicking the header will sort by quote total value.
Actions Available
Click the URL hyperlink, then 'Copy' to copy the quote's URL.
Click 'Edit' if you wish to make changes to the quote and/or resend it to the customer. If the quote is approved, you can click View to review it and/or convert it to an order.
Click 'Delete' if you wish to permanently delete a quote.
Search Options
Use the Search Filters section to look for a specific quote, search quotes for a specific customer, search for quotes created within a specific date range, and search for quotes with a specific status.
Click 'Search' to apply your filters and 'Clear Filters' to reset the filters.
Quotes Statistics
See the total number of quotes since the specified created date, irrespective of status, under Total Quotes.
See the total value of all the quotes (from the specified created date onwards) irrespective of status, under Total Value.
See the win rate percentage showing the proportion of accepted quotes (from the specified created date onwards) under Win Rate.
See the loss rate percentage showing the proportion of expired quotes (from the specified created date onwards) under Loss Rate.
See the total value of pending quotes versus the total value of accepted quotes (from the specified created date onwards) under Value by Status.
See a side-by-side comparison of the percentage of quotes won, pending and expired (from the specified created date onwards) under % Quotes by Status.
See the number of quotes that are within each status (from the specified created date onwards) under By Status.
Questions? We're here to help! Contact us at support@crik-it.com