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. Bulk adding multiple products to a quote block: You can add multiple products in one go to a quote block.
Step 1: You need to click on “Add Product” in the quote block.
Step 2: Click on the checkboxes against the required products.
Step 3: If there are any missing mandatory fields the below pop up will be shown. Make sure to update the missing mandatory fields by clicking on “Update fields.”
If you have selected 5 products and 3 products have missing mandatory fields, only those 3 products will be shown on this screen. If there are no mandatory fields missing, this screen will not be shown. You also have the option to remove the selected products or skip adding the products.
b. Add Products from the Global Product Catalog: To add products from the Global Product Catalog, click the drop-down labeled “Self” and choose “Product”. 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.
We showcase the manufacturing part number while searching for a product to make it convenient for the users to select and add the correct product to the quote block.
We have the option to sort products when adding a product to a quote block. Many MSPs may have a similar product name with suffix and prefix added. Also, with variation in costs, sorting them may be tough. In order to overcome this challenge, we now have the option to sort products.
When we hit on “Add product” in the quote block, we get a pop-up on the right-hand side to Search products. Here we have a sorting filter.
We have three main sorting ways with two sub-options each.
1. Sell Price:
A. Low to High: Displays products from low selling price to high selling price.
B. High to Low: Displays products from high selling price to low selling price.
2. Cost price:
A. Low to High: Displays products from low cost price to high cost price.
B. High to Low: Displays products from high cost price to low cost price.
3. Name:
A. A to Z: Displays the product in alphabetical order.
B. Z to A: Displays the product in reverse alphabetical order.
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 box containing the value to be edited, enter the new value, and hit on the tick mark/ enter key for confirming. 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 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.
You can also clone the product to add it multiple times within the quote block. This can come in handy if you add the same product but at a different price or discount.
Change the thumbnail size of the product images inside the quote block. You have three size options at your convenience.
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.
Important Notes:
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.
Product prices may change with time but the prices in quotes do not change. Consequently, it creates an additional task of updating all the old quotes to reflect the new prices. However, our new feature automatically updates prices inside any document.
Workflow:
Go to quote the builder.
Add the product.
Configure the pricing by editing the product.
Select the Pricing options. (Detailed explanation on pricing is mentioned below)
Add the product.
In Pricing, there are three options:
My Catalog: This shows the default pricing added during the product creation and provides the ability to edit fields like cost price and selling price.
Real-Time Pricing: This option includes auto-update with the OFF/ON feature.
Auto Update - OFF: It allows users to select the distributor of their choice and also edit the fields like cost price and sell price.
Auto Update - ON: When Auto Update is enabled, it converts distributor radio buttons to checkboxes and provides the ability to select all the available distributors.
The lowest price among the selected distributors will be selected automatically.
Note: The price change gets updated in documents once every 24 hours, based on which the lowest price would be considered.If Auto Update is enabled, the cost price will be fetched from the selected distributors, and the selling price will be calculated using the margin/markup.
It does not allow editing the fields like cost price and selling price.
3. Create new - Custom: Users can edit the cost price when a custom is selected.
Changing the Quote Block UI
The new Quote Block UI contains features such as column hiding, sticky Quote Block summaries, and an option to add new products in between the existing ones. However, if a user wants to switch back to their old view of the Quote blocks, they can do so by navigating to Document Settings -> Quote Block Settings from the right-side panel and choosing their preferred Quote block view.
