¶ Quotes
¶ Overview
A quote is a document provided to a lead to inform them of the cost of a service/s before they decide to purchase it.
To start working with quotes, you need to configure the company URL under Config → Company Information. Please ensure that the URL does not include the last slash.
To view a list of all quotes, simply click on the Quotes menu in the sidebar under the Leads module. Here we can see details for each quote and the operations column with multiple actions to execute to each quote - view, view PDF, download PDF, send, edit or delete.
Quotes per lead can be accessed by navigating to the Quotes tab on the leads page. Here we can see a list of all quotes generated for the selected lead, displaying a summary of the total value of the quotes and a filter section at the bottom of the page, used to display quotes of a specified status.
¶ Adding a quote
To add a quote we should click on the Add quote button in the top right-hand corner of the quotes tab under a selected lead's page.
When adding a quote we are presented with the pop-up window below:
Here we can edit the following fields:
- Status -
New,Sent,On review,AcceptedorDenied; - Document date - creation of the quote;
- Number - number for referencing quotes (pattern/format can be changed under
Config → Leads → Finance); - Valid until - period of the quote's validity calculate from the day of creation to the valid till date. Default is set to 10 days (can be changed under
Config → Leads → Finance); - Set deal value - value is calculated only for internet, voice, recurring, bundle tariff plans and depends on the total of quote;
- Note - note directed to the lead;
- Memo - personal note for the administrator.
Clicking on the icon 
we can select a service to add to the quote. It is possible to add multiple services by pressing the + icon. Services can conveniently be re-ordered on the quote by dragging and dropping the services to the selected position of priority. You can also select the appropriate VAT percentage from the drop-down list in the VAT field.
Once we have created a quote, we can navigate to the Actions column on the table of quotes. Where multiple actions can be performed - View, View PDF, Download PDF, Send, Edit or Delete.
When sending quotes to leads, you can use templates to format the content the way you want the quote to appear.
Information on editing or creating Quote template can found here.
¶ Statuses
After a quote is created, it can have one of the following statuses based on its processing:
-
New - created, but no further action has been taken.
-
Sent - sent to the lead.
-
On review - the lead is currently reviewing the quote but has not yet accepted or rejected the proposal.
-
Accepted - the lead has approved the quote, indicating agreement with its terms and conditions.
-
Denied - the lead has rejected the quote.
¶ Accepting quotes via email
Starting from v 4.2 of Splynx, admins can send quotes to customers (leads) via email, accompanied by a link. When the customer clicks on this link, they can either accept or reject the quote.
First, you have to configure the company URL under Config → Company Information.
Please ensure that the URL does not include the last slash:
The process will be as follows:
- Click the Send icon next to the quote you want to send in the quote list.
- In the window that has appeared, load the template containing the link to accept or reject quotes from the email:
To set the 'Quote accept' template as the default one for sending quotes, go to Config → Leads → Notifications (Quote notifications) and select the 'Quote accept' item from the Email Template field:
To edit the quote accept template, go to Config → System → Templates, choose Email from the template type menu, and edit the Quote accept item from the list.
- Next, the customer will receive an email containing the link. Upon clicking it, a new tab will open, displaying the following window that requires the customer to complete phone or email verification:
- Next, the customer can either accept or reject the quote:
- If accepted, the customer will need to sign the quote in a new window and then click Save:
If the customer rejects the quote, they will be prompted to provide a comment explaining their decision.
- The admin will receive a notification indicating whether the customer accepted or rejected the quote.
To configure notifications for admins, please go to Config → Leads → Notifications (Notifications for admin).