Sale and quote

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Sale and quote

Welcome to the Sale and Quote area where you can find relevant links to all things related to sales, sales guide, sales intelligence (SAINT), quotes, and products.

Introduction

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- Introduction to sales
- Stalled, sold and lost sales
- Stakeholders
- Pipeline management
- Forecast and selections
video_library video
- Sales guide product demo
list how-to-guide
- How to register a lead
- Set up sales targets
- Add sale type (list)
- Add sale stage (list)
- Add currency (list)
library_books reference
- Template variables

Sales guide (workflow)

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- The sales guide
list how-to-guide
- Create
- Work with sales guides
video_library video
- Sales guide product demo
- How to visualize sales process

Quote

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- Overview
list how-to-guide
- Create quotes
- Add alternative
- Add product
- Place an order
- Add ERP connection (Quote Connector)
- Add price list
- Add product to price list
- Configure products
video_library video
- Track sales quotes

SAINT

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- What is SAINT and what can it do
- Counters and values
list how-to-guide
- Set up SAINT
- Add status monitor
- Add sale amount class (list)
library_books reference
- The View statuses dialog

UI customization

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- Screen Designer
- Web panels
- SoProtocol
- Custom screens (bLogic)
- Task menu items
- Extra fields

Automation

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- Overview
- Triggers
library_books reference
- Webhooks - sale events
- Webhooks - sale stakeholder events
- Webhooks - quote events
- Zapier

CRMScript

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- Overview
list how-to-guide
- Create sale
- Get
- Update
- Stakeholders
- Guides
- Currency
- Lost or sold
- Samples
- Create quote

API

library_books reference
- REST
- SOAP (services88)
list how-to-guide
- Link sale to follow-up (web services)

Database tables

library_books reference
- Sale
- Saletype
- Salestakeholder
- Reason
- Currency
- Quote
- Quote
- Quote
- UdsaleSmall
- UdsaleLarge