If yours is the type of company that needs to capture different information for Quotes that you might send to customers - standard simple Quotes vs multi-year offers or even RFP responses - you can now create separate Quote Forms to capture just the relevant field information for each of those different types of Quote.
Each Form will be linked to a Quote Process - either the default process or a custom Quote process that has been created. Note that a single Quote Process may have multiple Quote Forms associated with it - each with a different combination of fields. New forms can be created or existing forms copied and amended ⤵
If a Process has multiple Forms linked to it, users will be able to select which form to use when creating a Quote within that Process ⤵
They will also be able to change the Quote Form Type to another linked to the same process from within an existing Quote ⤵
Additionally, Pipeliner’s Automatizer feature, Office 365 email integration and many other functions can be combined within Quote processes.
Quotes is available to Unlimited Tier customers as part of their subscription. For Enterprise, Business and Starter customers, this is a paid-for Add-on. Please contact your Account Manager to discuss adding to your subscription.
Adding/Updating a Quote Form including adding to a Quote Process
Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner and choose “Administration” ⤵
NOTE: Only Users with Admin Rights will see the Administration menu
Select "Fields & Forms" from the menu and then click on the “Quotes” tab (you may need to click on the three dots at the end of the menu bar to access the Quotes tab) ⤵
Before you make any changes, you’ll see one Form named “Default Quote”. Click on this form to open up the right hand panel so you can change the name (and the process it is associated with, if necessary) ⤵
Click on “Save” to apply your changes.
Editing/Adding Fields on a Form
Select “Edit Form” to change the fields that will appear on this form type for your users. If your field does not already exist, you can create it from here by clicking on the “Create New” button in the right hand panel under the Fields tab ⤵
Drag and drop fields from the list in the right hand panel onto your Form ⤵
Once placed, add in your Form Field Settings including setting the field as required, changing its label or making it available for users using the Outlook add-in ⤵
Click on “Save” to apply your choices. Repeat this process until all the fields you want to include on the Form have been added.
You can re-order by dragging and dropping individually from one web element to another or by moving an entire web element ⤵
Click “Save” to finish off your Form and then remember to “Publish” to propagate the changes to your users.
Creating a new Form
Add a completely new Form Type by clicking on the “Create New” button. You’ll be prompted for a Form Type name and a Quote Process to associate it with. Click on “Save” and then edit the fields on your new form as described previously ⤵
Copy an existing form (with all its fields) by clicking on the “Copy” button. Once copied, click on the new Form to edit the name in the right hand panel ⤵
Lost Quote Forms
Each Quote Form Type that you create can have a corresponding Lost Quote Form enabled to capture information about why a Quote is being Archived after being rejected by a customer. This is a very useful and important option for tracking what happens to the Quotes you submit to customers.
Select your Form and then scroll down in the right hand panel and click on the toggle switch to enable the Lost Form. Click on “Save” to apply your changes ⤵
Once enabled, click on “Edit Lost Form” to add/remove fields as required ⤵
NOTE: you can easily customize the values in the Lost Reason field, for example, from the Fields tab ⤵
Deleting a Form Type
Select a Form and click on “Delete” to remove it completely. There is no “undo” so please be certain before you do this ⤵
NOTE: the original “Default Quote” form cannot be deleted. You may have renamed it but, in any case, when you select this specific Form, no delete button will be available.
User Access to Quote Forms
Access to different Quote Form Types (and their associated Processes) can be managed at the User Role level ⤵
Additional Resources/Next Steps