Creating Existing Client Quotes
Creating A Quote
Use ?National Warehouse Supplies? as the client when testing anything.
- Search for the client in Zoho
- Click Quotes on the left
- Click New on the right
- Under Contact Name select the Contact
- Under Which Country is this client based select Australia or NZ
- Under Opportunity Name click +New Opportunity
- Under Amount enter the Upfront Total dollar value of the quote
If there is no upfront amount (ex. Shopify Addons) enter 0 - Under Account Name enter the Zoho name for the client
- Under Opportunity Name enter in the following format:
?Account Name + What is being added?
?National Warehouse Supplies Shopify Connector?
- Select the Industry vertical the client works in
- Under Stage select 5 ? Approval
- Under Number of Stores enter the number being added as part of this quote
If you are adding 1 Additional Outlet Licence select 1
Ex 2. If you are adding a Shopify Connector only select 0
- Under Resource Allocation Meeting select a date approx. 1 week ahead
- Under Closing Date select the end of the current month if greater than 1 week away, otherwise select the end of the following month
- Under Lead Source always select Inbound ? Phone
- Under How Soon always select ASAP
- Under Type select Existing Customer
- Click Save and Associate
- Under Special Business Processes/Workarounds discussed select No
- If the Quote include the Shopify Click & Collect addon:
Under How Many Click and Collect Stores select the applicable number - Under Are you offering SAAS pricing Model select No
- Under Subject enter a short summary of what is being added
Shopify Connector + CnC + Gift Vouchers
- Under Quoted Items > Product Name search for the line item to be added:
If there are multiple line items click + Add Row - If any Product lines are discounted do not change the price on the Product line directly, add Special One-off Discount as a separate line, set the List Price as a negative dollar value
- Once all line items are added click Save at the top
Creating A PandaDoc
- Click the Subject of the Quote that was just created to open the quote
- In the top right click the down arrow next to Email PandaDoc and click Create PandaDoc
- If the Client has provided any emails to add as a CC enter them under the Additional Email fields
- Click Submit Proposal to PandaDoc
- Check that the PandaDoc has the correct Name, Email and Company Name under Prepared for (Client)
- Check the correct Product Line items are displaying at the correct costs in Upfront and Ongoing Fee fields
- Click Email PandaDoc in the top right
- Copy the full link after where it says Unique Link:
Creating Zendesk Ticket
- In Zendesk create a new ticket
- Copy the Client Email Address into the Requester field in the top left
- Take the ticket
- Email the Client to state that the electronic paperwork has been created and paste the link from the PandaDoc earlier
- Type: Task
Category: Task > Add
Sub Category: Sales > Existing Customer > New Outlet or Other
Priority: Normal
Resolution Code: Resolved Successfully
Resolution Cause: Knowledge > Sales Enquiry - Submit as Solved