Get the most out of your Quote App! In this tutorial you will learn how to setup a Quote App and configure it to exactly to your organization's needs. By the end you will be able to effortlessly generate professional PDFs for your leads and clients. Let's get started.
Prerequisites
To configure a Quote App, you will need to be the Administrator of your account. If you would like to include the Quote app in your FreeAgent CRM implementation, reach out to the Administrator for further information.
- Create a Quote App
- Configure your Quote App
- Create a Line for your Quote App
- Configure your Line
- Get your PDF template
Step 1. Create a Quote App
If you don't have one already, then go to Settings > System Settings > App Setup > Apps. Click the 'Add New App' button. This example is for a Quoting app, but following most of the steps, you will be able to create an Invoices app as well.
Step 1-A. Configure your Quote App
We recommend you visit the App Configuration menu where you can assign a different Icon to your new app, custom color, and more configuration options.
Note: You can select the 2-column form layout from this menu but keep in mind that this only works for 'Create' and 'Bulk Updates'. If you'd like to use 2 columns on 'Edit' you'll need to make that change in 'Workspaces'.
Step 2. Configure your Quote App
In order to get the same exact Quote app from the Webinar, you will need to add the following fields. Please note that they are divided into two sections: Default and Quote Totals. This step is optional but we do recommend that you create the Quote Total section to keep your Quote form nice and clean.
You can download the following excel file if you want to take a closer look at the fields:
Quote App Fields
Total List Price Formula
(function(quote){
//edit "quoteLines" below to match the line name in your configuration
let lines = quote.quoteLines || [];
if (lines.length == 0){
return 0;
}
let totalListPrice = lines.reduce((result, line) => {
let listPrice = !isNaN(Number(line.listPrice)) ? Number(line.listPrice) : 0;
let quantity = !isNaN(Number(line.quantity)) ? Number(line.quantity) : 0;
return listPrice * quantity;
}, 0)
return totalListPrice;
}(quote));
Total Net Price Formula
(function(quote){
//edit "quoteLines" below to match the line name in your configuration
let lines = quote.quoteLines || [];
if (lines.length == 0){
return 0;
}
let totalNetPrice = lines.reduce((result, line) => {
let netPrice = !isNaN(Number(line.netPrice)) ? Number(line.netPrice) : 0;
let quantity = !isNaN(Number(line.quantity)) ? Number(line.quantity) : 0;
return netPrice * quantity;
}, 0)
return totalNetPrice;
}(quote));
Total Discount Amount Formula
(function(quote){
return Number(quote.totalListPrice - quote.totalNetPrice);
}(quote));
Step 3. Create a Line for your Quote App
Now it is time to create your Line. To keep things simple we name it Quote Lines.
Step 4. Configure your Line
Here (in the Line) is where you keep track of the items you are actually quoting, whether they are services or products. For this, you should already have an app that contains your product/service catalog.
You can download the following excel file if you want to take a closer look at the fields:
Quote Line
Net Price Formula
(function(quoteLines){
return Number(quoteLines.discount * quoteLines.listPrice);
}(quoteLines));
Total Price Formula
(function(quoteLines){
return Number(quoteLines.quantity * quoteLines.discount * quoteLines.listPrice);
}(quoteLines));
Step 5. Get your PDF template
With the template, you will be able to export your Quotes to beautiful PDF files that you can share with your leads. This example was created using the fields defined in this tutorial. If you followed this tutorial Step by Step and used the same fields, you can just download the template and import it.
Quote App Template
If you created your own version, then we recommend that you either use the sample above and modify it to suit your needs or create your own PDF template following this tutorial:
Publish via PDF Template
Templates and other Files
