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.
Note: We showcase the manufacturing part number while searching for a product (in both the Self and Etilise catalogues) to make it convenient for the users to select and add the correct product to the quote block.
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.
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.