Build, review and download a quote
Build a quote from a saved scenario, choose its layout, brand kit and details, set your organization's quote defaults, create it to take its number, and download the PDF.
A quote is made in three steps: Build, Review and Download. Open it with Create → Quote on a customer record, or Create a Quote in Scenario planning.
The top of the page shows where you are (for example Customer › Documents › Quote › Review), a way back named after where you came from (for example Back to Scenario planning), and the stepper: choose a done step to go back to it. Leaving with an unfinished quote asks Leave without creating the quote? (Your choices are kept for next time.): choose Leave or Stay.
Build
Build quote: Choose the saved scenario and layout, then set this quote's details, look and validity. The Live preview on the right Updates automatically.
Under Quote configuration:
| Setting | |
|---|---|
| Scenario | Choose a saved scenario: As Is, Right Sized, Optimized, Custom or your own. Your own scenarios read Priced when chosen until you pick one |
| Quote layout | Summary (the scenario and its totals), Standard (every line with quantities and prices) or Detailed (a summary page, then every line with its description, the term and billing breakdown, assumptions and terms) |
| Quote header, Quote typeface | The quote's title and typeface |
| Quote validity date | Choose the date this quote is valid until |
| Terms and conditions | One term per line. Blank prints Payment due within 30 days. |
| Brand kit | Sets the colors and typeface. Change any of them below for this quote. Starts on the kit in use (marked In use, or Your brand). See Brand kits |
| Header color, Top line bar | The quote's colors. A kit fills the title and top bar with its brand color and the table headers with its second color |
| Quote logo | Your logo (your own logo from Branding; a kit never changes it), No logo or Upload for this quote |
| Company details in the footer | Prints your legal name, tax ID, phone and email from Onyx Platform's Settings › Company (see Company) |
A new quote starts from your own last quote's choices (layout, validity, header, typeface, colors, logo choice, brand kit, terms and footer). Reset to defaults forgets them.
Free products the scenario keeps are listed at $0 with Included at no charge. under their names. A product Microsoft no longer sells is listed at $0 with Retired by Microsoft: not billed.
Choose Review quote. If something needs fixing first, the reason shows beside the button.
Review
Review quote: The quote exactly as it will print, in the chosen layout. Create it to take its number. Choose Back to Build to change something, or Create quote. The quote is created in one step.
Download
You'll see Quote ... created: It is saved in Documents. Download the PDF, or choose what to do next. Choose Download PDF. Create another quote starts another, and Open in Documents shows it in the customer's Documents.
Deal Hub also saves a snapshot of the scenarios for each quote. If that fails, the quote is fine and the page says so quietly.
For every quote
At the bottom of Quote configuration, For every quote holds your organization's quote defaults. The settings under For every quote apply to your whole organization.
For organization admins
Only organization admins change these. Members see the number prefix read only (Set by your administrator.).
| Setting | |
|---|---|
| Quote numbers start with | The prefix of every new quote number in your organization. QT- is the default. Choose Save prefix: Saved. New quote numbers start with ... |
| Organization default terms | The terms each person's first quote starts with, one per line. Choose Save default terms |
These replace the former Quote Config settings page.
If there's nothing to quote
| Message | What to do |
|---|---|
| No saved scenario yet | Open a scenario in Scenario Planning: it saves as you work. Then come back to quote it. |
| ... has changes that are not saved yet | This quote shows the saved figures. Save the changes to quote them. Choose Save and continue |
| Some characters will not print | Change the text the warning names |
An issued quote doesn't change. To change a quote, create a new one.