The quote block is versatile and can be used to build quotes for a customer from within a Zomentum document. The block is a tabular representation of products and services being offered to a customer. You can add products, customize prices, set tax rates and offer discounts within this block.
I. Sections – A Quote block can have multiple sections. Sections can be created to allow products of different types to be separated. (e.g. Hardware, Software, Labor etc.). The section name can be edited by clicking on the field titled “Enter section name here”.
a. Adding a Section – To add a new section, click on the add section button. The pricing table is common for all sections of the Quote block.
II. Products – Products can be added to the Quote by clicking the “Add Product” button. This will open a sidebar offering 3 ways to add products:
a. Add products from your catalog: Simply search for your product and click on the radio button to select it. Use the “Add Filters” button to filter products. Then, click “Next” to open the Configure Product sidebar.
The sidebar can be used to edit the product name, pricing, tax category, billing period, margin and other details. Lastly, click on “Add Product” to add it to the quote block.
b. Add Products from Etilize: To add products from Etilize, click the drop-down labeled “Self” and choose “Etilize”. Then, choose the product by clicking the radio button next to it and follow the same steps as earlier to add the product to the quote block. Clicking on the “Add Filters” button provides additional options to filter products.
c. Import from DELL eQuote: Use the drop-down to choose this option. Copy-paste your entire DELL eQuote in the blank box provided to import it. Click here to learn more about product imports via DELL eQuotes.
III. Product Choice: Use the drop-down next to the section name to toggle product choices. There are 3 available options:
a. All Options Are Mandatory: Choose this option to keep all products mandatory for the customer.
b. All Products Are Optional: Choose this option to keep all products optional for the customer. This can be used for add-on products and services.
c. Allow Only One Choice: Allow the customer to choose from multiple options offered in the quote.
IV. Product Options: After adding a product, the price, quantity and discount can be edited from the Quote block itself. Just click on the grey box containing the value to be edited and enter the new value. Click on the three dots next to “Amount” to toggle discounts, hide setup price and edit or delete the product.
V. Quote Block Settings: The quote block offers the option to:
a. Hide Unit Price – Hide Individual Prices for Products
b. Hide Quantity – Hide Quantities of Products
c. Allow Editing Quantities by the receiver of the document
d. Hide Taxes
e. Remove Section – Delete an entire section
Click on the three dots to the right end of the block to display the above-mentioned options.
VI. Theme, Font and Price Descriptions: To change the theme and font of the quote block, use the editing bar at the top. Click on the pencil next to the existing descriptions to change the Price Descriptions.
1. Only Products that already exist in your Product Catalogue in Zomentum can be added to the Quote block. New Products cannot be created using the ‘Add Product’ option from the Quote Block.
2. Product pricing cannot be negative.
3. The same product cannot be added twice to the Quote block.
4. Discount is applied per unit of the product in case the quantity of the product is more than one.