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Advanced Quote Options
This section will will include additional quote functionality such as: showing or hiding line item pricing, exporting a quote, archiving quotes, bundling multiple contracts into one consolidated quote, building a renewal quote, associating a detailed configuration with an asset, cloning quotes and creating a proposal.
Show or Hide Line Item Pricing
To show or hide line Item pricing on a quote: Go to the Quote you would like to edit In...
Exporting an Excel File of Assets and Pricing
To export an excel file of assets and pricing: From the main menu navigate to Sales > Quotes. Select and...
Generating a PDF Quote
To export a quote to a PDF file: From the main menu navigate to Sales > Quotes. Select and open...
Archiving Quotes
To archive a quote directly from the quotes main page: From the main menu navigate to Sales > Quotes. Check...
Bundling Multiple Contracts Into One Consolidated Quote
To consolidate multiple quotes: From the main menu navigate to Sales > Quotes. Select the quotes you want to consolidate...
Building a Rewal Quote
To renew a quote for an expiring contract: From the main menu navigate to Sales > Quotes. Then + Add...
Associating a Detailed Configuration with a Specific Asset
To add configuration details to an existing Asset: From the main menu navigate to Sales > Assets. Select the Asset...
Cloning Quotes
To duplicate quotes: From the main menu navigate to Sales > Quotes. Select the checkbox on the right for the...
Create a Proposal
When creating a proposal to attach to a quote: From the main menu navigate to Sales > Quotes. Select and...
Renewing a Quote
Creating a renewal quote in Owlytica is a very simple process! Instead of starting from scratch, you can simply build...