How to create the Quotation in Kylas CRM?

How to create the Quotation in Kylas CRM?

This article covers the steps and information that will help a user to create the quote, and execute the features along with the pre-requisites required for it.

Prerequisites
  1. Permission: Any user with Create and/or Update permission for Quotation under the Order Management and read permission on deal and Contact
  2. Product Plan: Embark/Elevate
  3. Activities to be completed: None
The following are the detailed steps that will guide you with the navigation, detailed page of the quote, download, delete and send the quote via email

Step 1: Quote navigation and Add Quotation Button
Log in to the Kylas CRM and click on the 'Quotation' menu available just below the Companies, this will direct you to the quotation listing page. On the listing page, you will see the 'Add Quotation' button in blue color available on the top right-hand side corner.


 
Step 2: Create a Quotation
When you click on the 'Add Quotation' he/she will see the Add Quotation form showing up the below important categories on the left-hand side of the form
  1. General Information - Includes information such as Summary, Associated Deal, Contacts, Company, and quote status
  2. Products or Services - This section includes the quantity and price of the Product & Services along with the discounts and tax detail
  3. Billing & Shipping Address - This is where you can mention the Billing and Shipping address for the quote 
  4. Additional Information - A rich text paragraph field to add additional information to your quotation
Each of these categories includes a piece of quote-related information and you can jump directly to any category by simply clicking on it. 

Step 2.1: General Information
The 'General Information' section includes multiple information out of that the 'Quotation Summary', 'Associated Deal' and 'Quotation Status' are the 3 mandatory fields.
  1. Add the 'Quotation Summary'
  2. Select a deal from the 'Associated Deal' drop-down
  3. The 'Associated Contacts' and 'Associated Company' will be auto-populated based on deal information only after the deal selection
  4. The quotation will have a default status as 'Draft' and can be changed from the drop-down list
  5. You can add the date of quote generation 
  6. Also you can set a validity date for your quotation till which it will be valid
The 'Associated Contacts' and 'Associated Company' fields will be grayed out until a deal selection and show the information based on the deal only


Step 2.2: Products or Services
When you select a deal in the Associated Deal field, the detail of the Product or Services will be captured automatically along with the Quantity, Price, and Discounts in the Product or Services section, and also you would be able to 
  1. Update the Quantity of the product
  2. Update the Price of the product
  3. Change the Discount and its type
  4. Add Tax [ Percentage type only ]
  5. Add Additional Discounts on the Sub-Total
  6. Add Additional Tax on the Sub-Total [ Percentage type only ]
  7. Add Adjustments [ Addition to the Sub-Total ]
    1. Adjustment in percentage
    2. Adjustment in a flat amount
  8. Add another Product or Service to the quotation


Step 2.3: Billing & Shipping Address
After you finish the General Information and Product or Services, the final step would be adding the Billing and Shipping address detail by simply adding the one-line address along with the City, State, Country, and, Zip-code. 
You can also make the Shipping Address the same as the Billing Address by just checking a box available below the Billing Address section


Step 3: Saving the Quotation and Listing Page
When all the information is completed you can click on the save button available at the bottom of the page and it will direct you to the Quotation listing page where you can see all your quotation lists based on the permission.




Step 4: Create a Quotation from Deal's detail page.
The quotation can also be created from the productivity section of a deals detail page which is one of the easiest ways to create a quote as the system pulls all the General Information and Product or Service related information and autofill it, and you can also
  1. Update the autofill information
  2. Add and remove the Product or Services
  3. Make updates to the Quantity, Price, Discounts, and Tax
  4. Add the address [ Address is the only field that will not be autofill and you will need to add ]
Step 4.1: Click on the Quotation Icon and click on the Add button



Step 4.2: Verify the General Information, Product or Services and Add Billing and Shipping Address


 
Once all the information is verified you can save the quotation and it will be available on the Quotation Listing page as well as the productivity sections of Deal's detail page under the Quotation.













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