Article Content:
Overview
Rebolt’s Quote feature streamlines your sales process by allowing you to generate branded proposals directly from a Deal or Contact record. By keeping quotes inside the CRM, you can track customer engagement in real-time and automate pipeline updates the moment a deal is signed.
Getting Started: Create a Quote
To start a new quote, navigate to the specific Deal or Contact record you are working with and click the Create New dropdown. You can also select the Quote option from the Global "+" button, the Quotes Dashboard, or the Activity Feed.
Locate the Quotes Module: On the right-hand sidebar, click the + Create Quote button.
Select a Template: Choose a pre-saved template or start from a Blank Quote.
Verify Details: Rebolt automatically pulls in Contact and Company data. Double-check these for accuracy before moving to the next step.
Building Your Proposal
Once the quote is initiated, you can add your products and services:
Product Library: Click Add Product to pull items from your pre-defined price list (includes SKU, description, and price).
Custom Line Items: Use Add Custom Item for one-off services or bespoke pricing.
Discounts & Tax: Adjust quantities per line. Apply a discount by clicking the % icon on a specific item or add a global discount at the bottom.
Branding: Toggle the header image on/off and add your standard legal language in the Terms and Conditions box.
Sending and Tracking
Before sending, click Preview in the top right to see the customer’s view.
Publish & Send: Clicking this locks the quote to prevent accidental edits while the customer reviews it.
Share the Link: You can send the secure URL directly through the Rebolt email composer or copy the link to send via your own channels.
Engagement Tracking: You will receive a notification the moment a customer opens the quote. The status will update from Sent to Viewed in your CRM dashboard.
The Customer Experience & Signing
Your customer receives a link to an interactive portal (not a static PDF) where they can:
Review: See high-level totals and detailed line-item descriptions.
E-Sign: If enabled, customers can type or draw their signature to legally bind the agreement.
Accept/Decline: Formal buttons at the top and bottom capture their final decision instantly.
Post-Approval Automation
Once a quote is Accepted, Rebolt can handle the heavy lifting:
Convert to Invoice: With one click, port all quote data into a billing record to avoid manual entry.
Auto-Update Deal Stage: Set a rule in CRM Settings > Automations to automatically move Deals to "Closed Won" upon signature.
Recall to Draft: If a customer needs a revision after the quote is sent, use "Recall to Draft" to unlock the editor and update the terms.
FAQ
Can I download a quote as a PDF?
Yes. Both you and your customer can click the Download PDF icon on the quote page at any time.
What happens if a quote expires?
By default, links expire after 30 days (customizable in Settings). If expired, the customer will see a prompt to contact you for a new version.