Providing different options to your customer is part of the sales process. It’s your customer’s mindset to compare and look for the best deal. This is where the ability to create multiple quotations per deal comes in. In this article you’ll learn more about the feature and what it does.
- One accepted quotation per deal
- Status on quotation level
- Preview your quotation(s) on CloudSign
- Sending multiple quotations
- CloudSign activity
- Deal amount vs margin
- Deleting a quotation
The road from lead to cash is fairly simple: convince your customer of your goods or services via a quotation, get this quotation signed and convert the quotation into an invoice.
Selling something to your customer however, often means providing different options for the same opportunity, so your customer can choose the best option. Teamleader Focus lets you create multiple quotations per deal.
Note: multiple quotations focuses on offering different options of the same opportunity. If you offer a (completely) different good/service to your customer, then we advise you to create a new deal.
Secondly, start creating a first quotation for the deal:
Click on the plus icon next to ‘Follow up on your open deal’
Add the items on your quotation and choose a quotation template
Save the quotation
Then, there are different ways to add multiple quotations. We list them here:
Use the plus icon next to ‘Follow up on your open deal’ to start adding additional quotations. Use this option if the additional quotation you want to create differs (a lot) from your first one; e.g. you need to add lots of different products to the quotation.
Duplicate a quotation within the same deal
If the second quotation you want to create only differs slightly from your first one (e.g. changes in price), then use this option to duplicate the first quotation you created within the same deal:
Click on the three dots next to the first quotation of the deal
Choose Copy. Find more information on copying a quotation in this article.
In the following screen, choose ‘Deal > Current deal’:
Click on Continue to quotation. Here you’ll find a copy of your original quotation. Make any adaptations you want to the quotation by editing the articles or the prices.
Click on Save
In the next screen you can give your additional quotation a Name. Call it ‘Quotation X-option 2’ for example so you can identify a variation more easily. Read everything about renaming quotations afterwards here. If you want to display the name of your quotation on the pdf of your document as well, don't forget to use the shortcode $QUOTATION_NAME$ on your template.
Another option is to create an additional quotation but use the content of an already existing quotation from another deal:
Click on the plus icon to add an additional quotation to the deal
Click on Use existing quotation in the top right-hand corner
Choose customer and a deal + quotation
Click on Continue to quotation
Note: there’s also the option to save your quotation as a template, which you can read more about here.
One accepted quotation per deal
You can create multiple quotations per deal, but only one of those can be accepted.
We advise you to create a new, different deal and create a quotation for that deal if you want more quotations for the same customer to be accepted.
Marking a quotation as accepted
When there are multiple quotations per deal, there is no 1 on 1 relationship with the deal, so moving the deal phase to “won” doesn’t suffice to mark a quotation as accepted.
A quotation can get accepted in two ways:
Via CloudSign; when your customer marks one of the quotations as accepted, it’ll automatically be accepted in Teamleader Focus and your deal will be marked as won
By manually marking a quotation as accepted:
Via the quotation page:
Click on the arrow next to Send quotation
Choose Mark as accepted
Via the deal page:
Click on the three dots next to the quotation you want to mark as accepted
Choose Mark as accepted
Use case: “What if the wrong quotation in my deal got accepted and my customer wants to be able to accept another one?”
Edit the originally accepted quotation by clicking on the three dots next to it > Edit
You don’t need to change the content of the quotation, just click on Save
The status of the quotation changes from ‘Accepted’ to ‘Unsent’.
Important: editing an already accepted quotation will also remove the signature of your customer!
Your customer can now accept (one of) the other quotation(s)
Creating documents from quotations
As stated above, only one quotation can be accepted per deal. An accepted quotation will be leading, but you retain the flexibility to create other documents for the other quotation(s).
When creating a document, you get to choose from which quotation you want to continue:
In an open deal, you can create the following documents:
In a won deal, you can create the following documents:
Status on quotation level
The status of your quotations will always be visible on your deal and quotation overview page, providing a better overview. A quotation can have the following statuses:
Unsent: you didn’t sent this quotation to your customer yet
Sent: you sent this quotation to your customer
Accepted: the customer either signed the quotation via CloudSign or you marked it as accepted manually. An accepted quotation will always be at the top of the list in a separate tab.
Preview your quotation(s) on CloudSign
Before sending your quotation(s) to your customer, you might want to preview the quotation(s) first to see what it looks like on CloudSign. Read everything about that here.
Sending multiple quotations
With the multiple quotations feature, it’s possible to send multiple quotations in one go to your customer.
In the follow-up section, click on the Send quotations button:
Check the boxes next to the quotations you want to send
Find the send dialog in the next screen, where you’ll find an overview of how the quotations will be sent exactly (via CloudSign and/or via attachments)
To make sure the quotations are sent via CloudSign, add the variable #LINK to your template. When there is no #LINK, quotations won’t be available on CloudSign.
The ‘Via Attachments’ links back to a slider in your Settings > Deals and Quotations > Send quotations in attachment when sending to customers.
Make sure it’s enabled when you also want to send your quotations in attachment.
When you send one quotation of a specific deal using CloudSign, all online quotations from this deal will automatically be available for your customer to consult, i.e. there is no separate link for every quotation. If you only want to show one quotation, make sure to remove the others from CloudSign. Read more about CloudSign availability here.
- Add other attachments if you want to or choose a template here
Click on Send quotations
After you’ve sent your quotation(s) via CloudSign, there’s some interesting activity you can take a look at to follow up what happens to your quotation(s). Read everything about CloudSign activity here.
Next to that, you can choose to make a quotation either available or unavailable on CloudSign, or copy the CloudSign link. Read more here.
Deal amount vs margin
Having multiple quotations per deal has an impact on both the deal amount and the margin.
When displaying the deal amount and the margin of the deal, the average of the amounts/margins in the open quotations will be taken into account.
For the deal amount, you’ll be able to view the following calculation per deal by clicking on View calculation in your deal details:
When one of the quotations gets accepted, the deal amount and the margin will be that of the accepted quotation.
Deleting a quotation
It could be you made a mistake in one of your quotations or you just want to get rid of one. Read this article to find out how you can delete quotations in just two clicks.