Create a Quote
Ed Frame
29 steps
2 minutes
HubSpot
1
You can create a Quote immediately after entering the Line Item(s) by clicking "Quote"...
2
...or by clicking "+Add" on the right side bar in the Deal
3
Click "TSL - Modern" for Tank Stream Labs, or "TSS - Modern" for Tank Stream Suites
4
Click the "Quote name" field to edit the quote name if needed
5
Change the Quote Expiration date if required
6
In "Comments to buyer", select "Insert Snippet"
7
Click "Proposal"
8
Edit as required
9
You can click "Insert Snippet" again to include a link to the location brochure if required
10
In "Purchase terms", select "Insert Snippet"
11
Click the "Search snippets..." field, and insert the Terms & Conditions.
12
Click "Next"
13
Add and remove Contacts as required
14
Click "Next"
If you need to update your Job Title that's shown under the Quote Sender section, head to Settings > Users & Teams > Your Name > Preferences > Profile
15
Click "Next".
16
This is where you can add a % discount if offered
17
Click "+ Add discount, fee, or tax", then "Add one-time tax"
18
Click the "One-time tax" field and type GST
19
Type 10%
20
Click "Next".
21
Select "Use e-signature", required signatures and yourself as Countersigner
22
Select "No payment"
23
Click "Next"
24
Review Quote and select "Publish Quote"
25
Click "Copy" to copy the link to the quote
26
Click "Close"
27
Click "Back to deal"
28
You can view the status of the Quote here
29
You can also copy the link to the quote by clicking "Actions" and "Copy link"
Create a Quote
Ed Frame
29 steps
2 minutes
HubSpot
1
You can create a Quote immediately after entering the Line Item(s) by clicking "Quote"...
2
...or by clicking "+Add" on the right side bar in the Deal
3
Click "TSL - Modern" for Tank Stream Labs, or "TSS - Modern" for Tank Stream Suites
4
Click the "Quote name" field to edit the quote name if needed
5
Change the Quote Expiration date if required
6
In "Comments to buyer", select "Insert Snippet"
7
Click "Proposal"
8
Edit as required
9
You can click "Insert Snippet" again to include a link to the location brochure if required
10
In "Purchase terms", select "Insert Snippet"
11
Click the "Search snippets..." field, and insert the Terms & Conditions.
12
Click "Next"
13
Add and remove Contacts as required
14
Click "Next"
If you need to update your Job Title that's shown under the Quote Sender section, head to Settings > Users & Teams > Your Name > Preferences > Profile
15
Click "Next".
16
This is where you can add a % discount if offered
17
Click "+ Add discount, fee, or tax", then "Add one-time tax"
18
Click the "One-time tax" field and type GST
19
Type 10%
20
Click "Next".
21
Select "Use e-signature", required signatures and yourself as Countersigner
22
Select "No payment"
23
Click "Next"
24
Review Quote and select "Publish Quote"
25
Click "Copy" to copy the link to the quote
26
Click "Close"
27
Click "Back to deal"
28
You can view the status of the Quote here
29
You can also copy the link to the quote by clicking "Actions" and "Copy link"
