Quotes
Prerequisites
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To use quotes, you need the following licenses:
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To use quotes, you must:
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To use quotes, you need:
Basics
A quote is a proposal that details work you hope to complete for a customer.
When you add a quote, you can add price book items to the quote.
Completing a Quote
Steps to complete a quote:
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Add a quote
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Use the Quote Item Builder or Quote Item Wizard to add price book items to the quote
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Convert the quote into a job
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Add a ticket
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Use the Ticket item Builder or Ticket Item Wizard to add quote items to the ticket
Copying Data from Quotes to Jobs
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When you convert a quote into a job, data copies from the quote to the job.
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Data only copies if fields on both the Quote and Job objects have the same:
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Name
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Data Type
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Length
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Decimal Places
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Data copies between standard quote and job fields by default.
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You can add custom fields to copy additional information between quotes and jobs.
When adding custom fields, make sure the fields have the same name, data type, length, and decimal places on both the Quote and Job objects.
Step-by-Step Guides
Adding a Quote
FieldFX Back Office
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Open the Quotes tab
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Click New
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In Record Type, select a quote type
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Click Continue
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Enter details
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Click Save
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Add quote items
FieldFX Mobile
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Select Quotes on the sidebar
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Select Add
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Select a quote type
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Enter details
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Select Add
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Add quote items
Converting a Quote into a Job
FieldFX Back Office
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Open the Quotes tab
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Open the quote
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Click Create Job
The Jobs page displays.
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In Name, enter a job name
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Enter details
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Click Save
FieldFX Mobile
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Select Quotes on the sidebar
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Select the quote
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Select Create Job
The New Job page displays.
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Select a job type
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In Name, enter a job name
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Enter details
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Select Add
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Select Yes
Recommended Reading
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FX E-Ticketing Minimum Permissions
Learn the minimum permissions required to use quotes.