Creating a Sales Quote for a Mobile Device


Introduction

The significant difference between using a Standard Price Table in QuoteCloud and a Service Plan Price Table is mainly the product library for phone systems. This special extension to the product catalogue feature in QuoteCloud allows for customized monthly payment plans and automatically adds in Service Plan Add-Ons. For example, 12 and 24-month contracts. 

In this topic, you will learn how the price table feature works using the Mobile Device Product Library when creating quotes.

First, create a New Sales Quote and ensure you are on the Price Section in your new sales quote to begin this tutorial. 

Next, click on the + button located between every content block and then select Service Plan Table.

Now you will see a Service Plan price table as shown below.

Click on the + Add Service button (blue button) to add a Service Title to the price table. Here you can type the Service Number (phone number) and a Service Title for the Service Plan; both these data fields are free format (so you can type whatever you like).

After typing your Service Number and Service Title information and hovering on the Service Number line item, you will see a green action menu icon on the left.

Click on the + Add Plan menu option.

You will be presented with the available Service Plans on the right side of the window, as shown below.

To add a Service Plan to your Service Price Table, double-click an item, or click and drag it from the folder tree on the right, onto your price table.

Before your Service Plan is added to your price table, you will be prompted with the below pop-up displaying the Mobile Devices available to sell for this Service Plan.

If the list is too long, you can use the search feature in the top right corner to filter out items from the list. E.g. type 'iPhone' to view only the items that contain the term 'iPhone'.

Select the required Mobile Device by ticking the checkbox on the right hand side, and click Done to commit the selection.

You will now see your Mobile Device added to the Service Plan in your price table. You have now successfully created a Service Plan and linked a Mobile Device.

Continue to work on your sales quote (if needed) and once completed, click on the Review & Send button to view and send to your customer.