ProQuote Create a New Quote. ProQuote CREATING A NEW QUOTE. On the Home Screen, select New Quote. The New Quote screen appears,

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1 - CREATING A NEW QUOTE Create a New Quote On the Home Screen, select New Quote The New Quote screen appears, 1

2 - CREATING A NEW QUOTEcontinued Complete all the following required fields Quote Name - Enter a free text value for the name of your quote, you will use this name to find the quote later and you will see this in the Project Tree Project Name - Assign a Project name, this creates a File in the project tree on the left and all bids associated with the project are arranged in that tree Once Projects are created, the dropdown will contain available projects and you can select the project to which you add this quote Account - No entry or change is need The type of accounts appearing in Account information window below Building Type - Select the type of building, this is needed to properly route your order when it arrives at Kolbe Job Type - Select the Job Type, this is also used to properly route your order when it arrives at Kolbe Account Information - This is your Kolbe Account information Only your account(s) will appear Multiple account distributors: To find an account enter search criteria for the account Click Search to retrieve the accounts that match your criteria The results of the search appear in the results section at the bottom of the New Quote form The * serves as a wildcard when searching for an account, enter after your entry Select the account and click OK 2

3 - CREATING A NEW QUOTEcontinued You are now on the Kolbe Info tab, which contains the information Kolbe needs and Kolbe Account information This is the information communicated between Kolbe and the Distributor/Account Once you Save the quote you will see the Project Tree builds based on the information entered Most fields will default, verify this information or complete it: PO to Kolbe # - Enter the purchase order # you want Kolbe to use with the order Requested Week Of - No entry required Functionality coming later Lead Time - No entry required, field will auto-fill Shipping Method - Select the desired shipping method from the dropdown If not changed will be shipped via standard trucking Job Type - Will display information entered on the previous screen Building Type - Will display information entered on the previous screen Order Notes - Information you want Kolbe to see The customer will not see these notes Tax Code & Tax Code % - Kolbe has entered all applicable information Most Kolbe sales are termed exempt, with the exceptions of WI, FL, and MI, which should be entered Needed values are in the drop-down 3

4 - CREATING A NEW QUOTEcontinued Shipping and Billing Tabs will default with your Kolbe Account information Kolbe worked with each Account identifying the common delivery address(s), and it will default with the most commonly used address Remember this is the shipping address that Kolbe will ship the product to The information is changeable To select an identified common address other than the default address, click the Select address button The Select Shipping Address window appears with the addresses that are available Highlight the desired address and click OK These tabs can contain a special Shipping Address from the Account Management information or a One Time Shipping Address Remember this is the billing and shipping information used by Kolbe Where Kolbe will billing for the product and the Shipping Address that Kolbe will ship the product to 4

5 - CREATING A NEW QUOTEcontinued The selected address information will now appear in the Shipping information To enter a One Time Shipping Address, click the Modify address box and the fields will be available for editing 5

6 - CREATING A NEW QUOTEcontinued The Billing tab remains defaulted to the Account Billing address This is the address Kolbe will bill for the product The information cannot be changed If you identify that this information is incorrect, contact the ProQuote Support Team 6

7 - CREATING A NEW QUOTEcontinued Clicking on the Sold To tab - This is your customer s information now referred to as Contacts The Quote Date is assigned internally when the quote is created, the Quote Name, Project Name, and Account information are completed based on previously entered information If you are a Distributor with multiple Account access the Account information can be changed by clicking the Change button, which takes you back to the New Quote Account selection screen Select the desired account and check OK 7

8 - CREATING A NEW QUOTEcontinued The Contact information has been completed with your existing contacts information, if you requested A new feature with is that you can delete contacts Right click on the contact you wish to delete and click Delete To use an existing Contact select an existing Contact from the drop down list by highlighting it You are then asked if you wish to: Apply Contact Preferences to this quote Yes will bring in the set preferences entered during the create process No will not The selected Contact information will now appear in the quote 8

9 - CREATING A NEW QUOTEcontinued You can also Add a contact from the contact list by dragging the information onto the Bid Click on the Contact name from the list, and with the left click still press drag the name over to the Sold To tab Shipping subtab Information area and release the click The information will now appear in the Shipping area The Contact Information will default into the Shipping Tab Information areas To create a new Contact, follow the Create a Contact instructions 9

10 Pro- Quote CRE- Assign a Customer PO# for your internal use This number will not be used by Kolbe The Company field will only be used by 2-Step companies, that is, Kolbe Distributors who have Dealers that sell for them The Shipping Tab information is completed based on the contact information entered 10

11 - CREATING A NEW QUOTEcontinued The Billing Tab information will be completed based on what was entered for the Contact It can be copied from the Shipping Information by clicking the Copy from Shipping or new information can be entered The Job Info Tab should be completed, this information will appear on the Quote Cover It can be copied from the Shipping information if accurate This should contain the information about the actual job and will appear on the bid cover as the Sold To For example, if the Smith Construction company is building a home for John Jones, John Jones Home may be the Job Name, and Job Address information would be the location of the home Bid By: This should be the name of the person quoting the bid or the Sales person from your company This will be the Contact Person listed for your company information on the Bid Cover 11

12 - CREATING A NEW QUOTE The Comment subtab should be used for information which is to appear on the Bid, information you wish the contact to see This information will not be sent to Kolbe, but will appear on the Note/Totals/Signature page of the bid 12