Quotes are created to provide customers with approximate pricing for a proposed job or order. You can create lists of products and services with the customer's desired quantity multiplied by your company's unit price to add into a total. Quotes do not affect inventory, and there is no need to have a product in-stock to list it on a quote. 

1.) From the Pre-Sales Home, click the plus sign near the "Quotes" box to start creating a new quote. 
Note: in some systems, the word "Quotes" is replaced with "Estimates" or "Proposals."

The Create New page for an Opportunity + Quote should appear. An opportunity is simultaneously created to allow adding multiple quotes under one customer sales Opportunity. 

First, click the magnifying glass under "Billing Customer" to search and select the customer you are quoting, or click "Add New" to create a new customer account. All information from the existing customer's account will auto-populate the fields on the Bill To side of the page. Fill in all other applicable information in the blank fields. 

​2.) On this page, you will choose which products and services to be included on the quote. The box on the right includes tabs for the different types of items to add to your quote, and the selected items are listed on the left. 

Subheading: These can be used to divide a quote into multiple sections. These different sections of the quote will be sub-totaled for the customer and can also be scheduled on your calendars separately. You might add a subheading under the name of "Kitchen," or "Room 1," etc. 

Stock: Companies include all products they typically keep in-stock under the "Stock" kind of product. This should be the first tab you go to when searching for products to add to your quote. 

Non Stock: Products which a company does not typically keep in stock can be listed under the "Non Stock" kind of product. These would be ordered as needed when they are added to a Sales Order. Not all companies choose to list products under the Non Stock section in their system.

 Service: Anything charged to a customer that does not relate to the actual consumption of your inventory should be listed as a Service. This could include additional charges or discounts of any sort. For fabricators, all finishes, edges, cutouts, etc. will be in the Service tab. 

Packages: Sets of Products/Services are pre-defined into Packages by your company's system administrators. Fabricators use packages as a way to more quickly select the elements of their typical jobs instead of selecting the products and services one-by-one. 

3.) On the appropriate tab for the item you wish to add to the quote, type in the name of the item and click "Search."

Your search results will appear below. Click on the name of the item you are adding to open the quantity & unit price input box for that item. 

Enter the total square footage amount and unit price in the provided boxes, then click "Add Stock Product" to add the item to your list on the left. 

Clicking the "OP" Option Pricing button will open a pop-up box for product searching. Use the Name search or category selection dropdowns to find the desired options, then use the checkboxes to the right of the products to add them as options. Click "Save" to finalize the products as options on the order. ​

Options are listed under the originally selected product. The amount more or less each option would in price comparatively to the total price of the originally selected product is displayed for the customer. To provide the customer with a printout of all options and prices, select the "Print Quote with all Options" when printing. Select "Print Quote with Options" to print a quote with pricing of only one of the options. 
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You can print and/or email quotes directly from SPS. After creating your quote, you can use the printer icon on the top-right of the Quote's Detail Page to select from three printouts. 

All items added to a quote will be listed on the standard "Print Quote" view. At the top of all quote printouts, you can click "Email as PDF" to send the quote to your customer directly from the system. Below, you'll find checkboxes to hide various parts of the quote if needed. 

This quote displays all options selected with Option Pricing for products/services under the originally selected product/service. The unit price and total amount more or less than the original product will be listed beside each option. 

This view enables you to select which of the options added with option pricing you want to add into the total price. This may come in handy for quickly sending multiple quotes to a customer who is looking at different combinations of products and services. 

When a customer is ready to move forward with a quoted order, you can quickly convert the order instead of starting from scratch. 

To start, go back to the quote's detail page. You'll notice a button on the bottom-right of the page- "+Sales Order" (shown below).

You'll be taken to a page which allows updating the job's header information and item lines.  

Make necessary updates to the order and then click "Convert to Sales Order." You'll be presented with the Sales Order detail page. 

At this point, your order is ready for inventory allocation and/or moving forward to the next steps in order processing.