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eApps eQuotes

How to add images to your products and in quotes

You can now add images and variation/customization options to your products, and show them inside the quote!

Go to “Settings” and click on “Products”. Inside it, you can create or select a product to edit.

To enable variations, click on the toggle button that says “Product has Variations?”. If it is showing blue, that means that variations will be enabled for the product and you will see the image below:

If you wish to just add images to your products, you don’t need to enable product variations.
Inside the product you want to add image, you will see the image below:

After you’ve added the images to your products, if you want them to show inside your quote template you will need to add the field to a specific portion of it. Below you can see an example of how that could look like inside the template:

And this is how it could look inside the generated template:

Inside the quote you can see the product images by clicking on the “eye” button:

This feature can be used in both HTML and DOCX templates.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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eApps eQuotes

How to add expected close date to quotes

You can now add your expected close date and how many days before that date you want to be reminded of it.

Once this is set, the system will send an email reminder at 8 am to the user. The system time zone is configured for UTC, and you can customize it inside the “Settings” module in “Config”. If you don’t know your time zone, just click in “Find my time zone”

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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eApps eQuotes

How to download quote from list view

You don’t need to open your quotes anymore to save them. Now you can complete that action directly from the list view!
Simply click on the highlighted download icon of the quote you want to save and done!

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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eApps eQuotes

How to add discount to line items in quote

You can now set specific discounts (percentage or value) per line item inside the quote.

All you need to do is select the “discount type” and add the amount in the “discount” column.

Here’s an example of discount percentage

Here’s an example of discount value

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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eApps eQuotes

How to use Digital Signature

To use digital signature on your quotes, all you need to do is go to “Settings” and then “Config”.

There you will see the toggle for “use quote digital signatures”. To enable it, click on it and you will see it as blue (as the image below). You can also add specific terms and conditions to it (or leave blank if you don’t want to use it).

And done! You are set to start using signatures in quote.

Inside the quote, when you are ready to share the document you will see the option below to select the person you want to sign the document. You will also need to select the “require signature for approval” to add it in your document.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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eApps eQuotes

How to upload word (docx) files in template builder

Now you can use and edit Word documents inside eQuotes!

Inside “Settings” click on “Templates” and then click on “Create”

After that, you will see the image below. If you wish to upload a Word file, click on “Upload Word Template” and you can select the file from your computer to add the template.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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eApps eQuotes

How to add tax to all items in quote

Now you can add taxes to all line items that apply!

Inside the quote, click in “Add taxes”

After that, you will see a list of taxes available and you can click on “Copy to all line items” to apply to all items.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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eApps eQuotes

How to set recurring quotes

Inside the “Quotes” module, select the quote you want to be recurring.

Once you click, you will see the image below. Set the information as necessary and click “Save” to complete the action.

After this is set, every selected time period a new quote will be created automatically and you will receive an email reminder about it. It’s important to mention that the recurring action does not send quote automatically.

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eApps eQuotes

How to integrate/connect eQuotes with SugarCRM

With eQuotes, you can easily push any quote directly to the Opportunity module inside SugarCRM.

Within the Settings module, under the Integrations section, navigate to the SugarCRM box and click on Configure

In the pop up that appears, enter your SugarCRM URL along with your login information and click on Integrate.

Currently, it is not possible to use SSO to complete the integration between SugarCRM and eQuotes. To login, you will need to have a username and password. Once completed, you will see the pop up (shown below) confirming that the integration has been enabled.

After integrating, you can start mapping each of the modules from SugarCRM. Choose the fields you want to map for each and click Save once you’ve finished.

Sync Companies/Accounts mapping screen:

Sync Contacts mapping screen:

Sync Products Catalog mapping screen:

Map Opportunities/Quotes screen:

If you have any questions, feel free to send us a message by clicking here. Our support team is always ready to help!

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Uncategorized

How to integrate monday.com with eQuotes

In the “Settings” module, below the “Integrations”, click on “Configure” below the monday.com logo.

Once you’ve done it, you will see the image below and you can click “Integrate” to start.

After you click on it, you will be prompted to the integration page where you will authorize it.

Once that is completed, you will be taken back to the integration page to start mapping your data from monday.com. Click on the “Link Quotes Board” to start.

You will have a dropdown list to choose which board you want to connect eQuotes to.

Once completed, you can continue to map the integration by syncing for products.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!