Comodo One MSP
Software Version 3.1
Comodo Quote Manager
Administrator Guide
Guide Version 1.0.041516
Comodo Security Solutions 1255 Broad Street Clifton, NJ 07013
1 Introduction to Comodo One MSP... 3
1.1 Sign Up for an Account... 4
1.2 The Comodo One MSP Web Interface... 11
1.3 Managing Administrators... 15
1.3.1 Admin Privilege Levels... 21
1.4 Managing Companies... 23
2 Comodo Quote Manager Module... 28
2.1 Quick Start Guide... 29
2.2 Logging-in to the Quote Manager Module... 41
2.3 The Quote Manager Administrative Console... 44
3 The Home Screen ... 46
4 Managing Items... 48
4.1 Adding a New Item... 48
4.2 Editing an Item... 49
4.3 Archiving Out-Dated items... 50
5 Managing Contacts... 51
5.1 Adding a New Contact... 52
5.2 Editing a Contact... 55
5.3 Archiving a Customer... 56
6 Managing Quotes... 57
6.1 Generating a New Quote... 59
6.2 Answering Feedback and Processing Quotes... 66
6.3 Setting a Reminder... 69
6.4 Viewing Quote Activity ... 70
6.5 Archiving a Quote... 72
7 Managing Quote Templates... 73
7.1 Creating a New Quote Template... 74
7.2 Removing a Quote Template... 77
8 Settings... 77
8.1 Configuring Profile Settings... 78
8.2 Configuring Quote Settings... 80
8.2.1 General Settings... 81
8.2.2 Quote Appearance Settings... 82
8.2.3 Configuring Email Templates... 87
8.2.4 Configuring Company Settings... 89
8.2.5 Configuring Tax Rates... 91
8.3 Configuring Integrations... 93
9 Reports... 96
9.1 Top Statistics... 97
9.2 Viewing Revenue Statistics... 98
1 Introduction to Comodo One MSP
Comodo One MSP is the integrated platform for Managed Service Providers which combines Device Management, Remote Monitoring, Service Desk and Patch Management modules in a single, easily navigated console.
Applications are available in three areas of the interface - 'Licensed Applications', 'Store' and 'Tool Set':
Licensed Applications. Available for immediate use and accessed by clicking 'Licensed Applications' in the left-hand menu. Licensed applications include:
• Comodo Service Desk - A fully featured ticket management system which allows enterprises to implement strong and
effective work-flows for internal and customer-facing support departments. Comodo Service Desk allows
administrators and staff members to respond to tickets, reassign tickets to other departments or personnel, generate reports, create knowledge base articles and more.
• Comodo Patch Management - Provides administrators and MSPs with granular control over the deployment of updates
to operating systems and 3rd party applications on network endpoints. Featuring an easy to use interface, Comodo Patch Manager allows administrators to define patching policies and schedules and to remotely monitor the deployment of Windows and Linux operating system updates.
• Comodo IT and Security Manager (ITSM) - Allows MSPs to manage, monitor and secure mobile devices and Windows
endpoints which connect to customer networks. Once an iOS, Android or Windows device has been enrolled, administrators can quickly apply configuration profiles which determine network access rights, security settings and general preferences. A powerful addition to any MSP toolkit, Device Manager allows you to secure customer data regardless of the device that holds it. ITSM is available by default to customers that signed up for Comodo One version 3.0 and later. Customers that signed up for Comodo One prior to version 3.0 version can integrate CDM to their console, if required.
• Comodo Remote Monitoring and Management (RMM) - Comodo RMM is an efficient endpoint monitoring application
that allows administrators to monitor and manage multiple endpoints from one centralized console. RMM is available as an integrated module to customers that signed up for Comodo One prior to version 3.0. The customers that signed up for the version 3.0 and later can access RMM through the ITSM interface. Refer to the help page at
https://help.comodo.com/topic-399-1-786-10138-Remote-Management-of-Windows-Devices.html in the online ITSM
'Integrated' applications can be used directly from the Comodo One console while non-integrated applications are stand-alone. Most store applications include separate license fees.
• Acronis Cloud Backup - A perfect solution for all your backup and disaster recovery needs. This cloud-based
application has the ability to backup any application and system including Windows, Linux and Mac. Available with pre and post-paid subscription models, this solution fits the needs of any enterprise.
• cWatch - cWatch is a cloud based next generation security information and event monitoring platform that allows
MSPs to provide high level of security service to their customers. It features advanced event log monitoring, built-in reporting, multiple pre-set queries, a powerful custom-query interface, automatic assignment of incidents to personnel, customizable dashboards and real-time alerts.
• Comodo Quote Manager - Comodo Quote Manager (CQM) is an end-to-end quote management solution that allows
Managed Service Providers (MSPs) and companies to quickly create, follow up and finalize quotes for customers. You can keep track of submitted quotes, send reminders to customers, resolve customer queries almost instantly and view detailed sales reports.
• Comodo KoruMail - An enterprise antispam and threat prevention solution that uses a sophisticated array of spam
filters, anti-virus scanners and content analysis engines to prevent unsolicited mail from ever entering your customers' networks.
• Comodo Antispam Gateway (CASG) - CASG is a cloud based email anti-spam protection for corporate mail servers
that can reduce spam by up to 97%.
• Comodo Korugan VM - Korugan is a Unified Threat Management (UTM) solution that provides multiple, essential
security services by controlling firewall policy, antivirus, intrusion prevention, gateway antispam, website filtering, traffic monitoring, VPN, DNS and proxy servers, in a single package. Korugan needs an appliance installed as a Virtual Machine (VM) on the customer network to be protected. Upon subscription of the service, you can download the ISO image of the virtual machine, to be installed on the customers' networks.
• Comodo Korugan Central Manager - Korugan Central Manager allows you to manage several Korugan
VMs/appliances installed on your customers' networks from a single central console. Tool set. The following utilities are available for download from the 'Tool Set' area of the interface:
• Comodo Network Assessment Tool - Allows MSPs to perform in-depth scans on customer networks to identify a wide
range of server, endpoint and network vulnerabilities. The tool will also prepare detailed risk reports for scanned networks along with a risk mitigation plan containing actionable advice to address each issue.
• Comodo Cleaning Essentials - Security software for Windows endpoints which contains tools designed to identify and
remove malware and unsafe processes from infected computers. Includes a fully customizable malware scanner and an advanced system monitoring tool which allows users to identify and kill any unsafe processes with a single click. Chapter 1 of this guide covers account set up, an introduction to the Comodo One MSP web interface and initial configuration of administrators and staff members.
• Introduction to C1 MSP
• Signing up for an account - How to create an account
• The Comodo One MSP Web Interface - A snapshot of main functional areas of Comodo One MSP • Managing Administrators - Explains how to add administrators and staff members
• Admin Privilege Levels - Outline of administrative privileges
• Managing Companies - Explains how to manage companies for an account
A dedicated guide for the Comodo One MSP interface is also available at https://help.comodo.com/topic-289-1-716-8478-Introduction-to-Comodo-One.html.
Chapters 2 and beyond cover usage of the Comodo Quote Manager. Detailed descriptions other modules can be found in their own dedicated guides.
1.1
Sign Up for an Account
Getting a Comodo One MSP account is very easy and can be completed in a few steps.
• Click 'Get Free Tools', then enter your email address in the box
• Complete the short enrollment form. • Choose the account type.
• If you are a new customer, choose the 'I AM A NEW USER' tab and fill a short enrollment form
subscribe for Comodo One MSP service, choose Managed Service Provider (MSP) from the drop-down
• Email - This field will be pre-populated with
email address provided. Enter a new email address if you wish to change it. You will receive the verification link to this email address.
• Password: Enter the password for logging-in to
your C1 account. The password should be of at least eight characters, and must contain a combination of lower case and upper case characters, at least one numeral and at least one special character chosen from '("!#$%^&*")'
• End User License Agreement: Read the EULA
fully by clicking the 'EULA' link and select the 'I have read EULA and accept it' check box.
• Captcha: Enter the Captcha value to verify your
application
• Click the 'Submit' button.
A verification email will be sent to the email address you provided in the 'Email' field.
• If you already have an account with Comodo, click the I HAVE A COMODO LICENSE ACCOUNT' tab and
• Business Type: The drop-down allows you to
choose the service type of Comodo One. To subscribe for Comodo One MSP service, choose Managed Service Provider (MSP) from the drop-down
• Comodo License Account Login / Email - Enter
your username or email address used fo login to your Comodo account at
https://accounts.comodo.com. You will receive the verification link to the email address you entered while registering your account with Comodo.
• Password: Enter your Comodo Account
password. The same password should be used to logging-in to the your C1 account.
• End User License Agreement: Read the EULA
fully by clicking the 'EULA' link and select the 'I have read EULA and accept it' check box.
• Captcha: Enter the Captcha value to verify your
application
• Click the 'Submit' button.
A verification email will be sent to the email address registered at the time of your Comodo account creation.
• Click the 'Verify my email' link
Upon successful verification, you will be taken to the C1 login page.
• Fill-in the form with the details for your C1 account
• Email - This field will be pre-populated with the email address entered during account creation. You cannot
edit this field.
• Business Type - This field will be pre-populated with your business type chosen during the account creation.
You cannot edit this field.
• Company Name - Enter the name of the company that you want to enroll for Comodo One MSP.
• Subdomain - Enter the sub-domain name for creating the URL to access the Comodo One MSP modules,
like Service Desk module . For example, if you enter the sub-domain 'milkyway' then you can access the Service Desk module by entering the URL 'https://milkyway.servicedesk.comodo.com'
• Phone Number - Enter the phone number of your company • Country - Choose your country from the drop-down
• Click 'Submit'
The activation dialog for your free products will appear.
• Click 'Next'
• Click 'OK' on completion. You will be taken to Comodo One MSP Dashboard.
That's it. You have successfully created a Comodo One MSP account. Please note that this account will be automatically granted 'Account Admin' privileges and cannot be deleted. This is effectively the 'Master Admin'. You will be able to create 'MSP Admins' and Staff under this account. Refer to the section 'Managing Administrators' for more details. You can login to your account at anytime at https://one.comodo.com/app/login.
1.2
The Comodo One MSP Web Interface
The Comodo One MSP interface gives the Account Administrator and MSP Administrators/Staff direct access to the Comodo One modules. The interface also allows the Account Administrator to add MSP Administrators and Staff members who are privileged to access the C1 modules.
Left Hand Side Navigation
Dashboard - The 'Dashboard' is displayed by default on logging into the console. It contains the following sections:
• Overview - Displays pie-charts and bar-charts showing statistical summaries of status of service desk tickets, patches
available for enrolled endpoints, application status of patch management policies to endpoints, statistics of operating systems of network endpoints, their online/offline status and more.
• Notifications - Comodo pushes the latest news about Comodo One products as notifications. The number of new
notifications will be displayed beside 'Notifications' under 'Dashboard' in the left slider pane. Clicking 'Notifications' opens the 'Notifications' screen that displays a list of these notifications.
• Reports - Comodo One allows the administrator to manually generate reports on service desk performance reports
and to schedule automated report generation. The 'Reports' screen displays a list of reports generated.
Licensed Applications - Allows the Account Admin, MSP Admins and Staff members to access the modules available in Comodo One MSP.
• Comodo Service Desk - A fully featured ticket management system which allows enterprises to implement strong and
effective work-flows for internal and customer-facing support departments. The support ticketing management system allows administrators and help desk staff to keep track of tickets raised by users, attend to them, reassign them to
• Comodo Patch Management - Allows granular control over the deployment of updates to operating systems and 3rd
party applications on network endpoints. Featuring a centralized, easy to use interface, Comodo Patch Manager allows administrators to carry out various functions remotely such as deploy OS updates for both Windows and Linux machines, update 3rd party applications and more. Refer to the dedicated Patch Management guide for more details.
• Comodo IT security and Management (ITSM) - ITSM allows administrators to manage, monitor and secure mobile
devices and Windows endpoints which connect to customer networks. Once an iOS, Android or Windows device has been enrolled, administrators can quickly apply configuration profiles which determine network access rights, security settings and general preferences. A powerful addition to any MSP toolkit, ITSM allows you to secure customer data regardless of the device that holds it.
• Comodo Remote Monitoring and Management (RMM) - A complete endpoint management solution which combines
endpoint monitoring and alerting with ultra-fast remote desktop sharing, a robust ticketing sub-system, application life-cycle management, process and service management, endpoint security management and custom scripting for automated break-fixing.
Note: RMM is available under 'Licensed Applications' interface only to customers that signed up for Comodo One prior to version 3.0. The customers that signed up for the version 3.0 and later, can access RMM through the ITSM interface. Refer to the help page at https://help.comodo.com/topic-399-1-786-10138-Remote-Management-of-Windows-Devices.html in the online ITSM Admin Guide for more details.
• Acronis Cloud Backup - This module is optional and can be added after creating a Comodo One MSP account. This is
a cost effective tool for MSPs to render backup and disaster recovery services for their customers. Available both in local and in cloud for backups, this tool is capable of backing up data from any source and recovers to any destination and system.
• Comodo Quote Manager - This module is optional and can be added after creating a Comodo One MSP account.
Comodo Quote Manager allows MSP Administrators and staff to generate and forward price quotes for requirements from the customer organizations and manage them.
• cWatch - This module is optional and can be added after creating a Comodo One MSP account. cWatch is a cloud
based next generation security information and event monitoring platform that allows MSPs to provide high level of security service to their customers. It features advanced event log monitoring, built-in reporting, multiple pre-set queries, a powerful custom-query interface, automatic assignment of incidents to personnel, customizable dashboards and real-time alerts.
Customer - Displays Organizations added by Account Administrator to manage their own IT issues and requirements. Any number of companies/departments can be created for the account depending on subscription levels. Companies added here are automatically added to the Service Desk, Patch Management and ITSM modules and be viewed by all MSP Admins when they are in those modules. Module-specific users and administrators can be added under these companies from within each module itself. Refer to the section 'Managing Companies' for more details.
Staff - Admins added here can access all modules in Comodo One MSP and have administrator privileges for Patch
Management and ITSM modules. For Service Desk, the privileges differ depending on whether the staff member was added with admin privileges (aka an 'MSP Admin') or not. Staff without admin privileges can access only the staff panel in Service Desk while staff member with MSP Admin privileges can access both admin and staff panels in Service Desk. After an MSP Admin or Staff has been created, they will receive an account verification email and be asked to create a unique password. Refer to the section 'Managing Administrators' for more details.
Store: Displays optional Comodo applications that are available for C1 users. Currently only Comodo Quote Manager and Acronis Cloud Backup applications can be added as a fully integrated C1 module. All other applications are 'standalone' and planned to be integrated in the upcoming versions.
Tool Set: Allows administrator to download free utility software for use on customer networks. The available applications are:
• Comodo Cleaning Essentials - Comodo Cleaning Essentials (CCE) is a set of computer security tools designed to
identify and remove malware and unsafe processes from infected computers. Major features include:
• KillSwitch - an advanced system monitoring tool that allows users to identify, monitor and stop any unsafe
processes that are running on their system.
• Malware scanner - Fully customizable scanner capable of unearthing and removing viruses, rootkits, hidden
• Autorun Analyzer - An advanced utility to view and handle services and programs that were loaded when
your system booted-up.
CCE is a lightweight, portable application which requires no installation and can be run directly from removable media such as a USB key, CD or DVD. It allows users to quickly and easily run scans and operate the software with the minimum of fuss. For more details, refer to the online help guide of CCE at https://help.comodo.com/topic-119-1-328-3516-Introduction-to-Comodo-Cleaning-Essentials.html.
• Comodo Network Assessment Tool - Comodo Network Assessment tool (NAT) allows network administrators to
perform in-depth scans on client networks to identify a wide range of server, endpoint and network vulnerabilities. The tool will also prepare detailed risk reports for scanned networks along with a risk mitigation plan containing actionable advice to address each issue. Setup is easy with a simple wizard which allows users to import networks via Active Directory, Workgroup or IP range. This guide takes users through the initial installation and configuration processes before moving onto more detailed descriptions of settings and program usage.
Management: Enables the Account Administrator to manage their Comodo One MSP account.
• Account - Allows the account administrator to personalize and edit the account details such as name, email address, address, phone numbers and notes.
• Subscriptions - Provides information about your App Store purchases such as product types, payment types and the subscription period.
• Usage - Provides the module usage information such as the storage used for backup module including total quota and total usage.
• Billing - Allows account administrators to view past bills as well as current bill invoiced.
Settings - Opens the 'Settings' interface that allows the currently logged-in administrator to change their password. Logout - Allows the currently logged-in administrator to logout from C1.
Help - Clicking the 'Help' link displays shortcuts to visit Comodo One help pages and forum pages.
Version Number - The version number of Comodo One MSP is displayed at the bottom right of the slider. Clicking the version number opens the 'Release Notes' page containing new features added and bugs fixed in the current version.
1.3
Managing Administrators
The 'Staff' screen allows Account Administrators to add MSP Administrators. Once created, these users will be able to login into C1 at https://one.comodo.com and will be able to access the service desk, patch management and RMM modules. You can also transfer the account administrator privileges to another MSP administrator.
To open the 'Staff' screen
• Click the menu button from the top left to open the left slider • Choose 'Staff' from the slider
Staff List - Table of Column Descriptions Column Header Description
Name The name of the administrator or staff member Email The email address of the administrator or staff member
Verified Indicates whether the administrator or staff member has verified their email address by clicking the verification link in the notification mail sent to them. The administrator/staff can login to C1 interface only after verifying their email address and creating a password for them.
Admin Indicates whether the user has MSP Admin privileges. If no check mark is present then it indicates that the user is a staff member. An MSP administrator can create only staff members. The master Account Admin can create both MSP Administrators and staff members.
Account Admin Indicates whether the user is the 'Master' administrator of the Comodo One MSP account. Only one account admin is allowed for a Comodo One account. Only the Account Admin has the privileges to add MSP administrators and staff members for this account and to add additional modules like Comodo Device Manager, Comodo Quote Manager and so on .
Sorting and Filtering Options:
• Click any column header to sort the list of administrators in ascending or descending order according to the column
label.
• Filter the list or search for specific administrator(s) by entering their name or email address in the search field at top
right in part or full.
The interface allows account administrators to:
• Add MSP Administrators/Staff
• Edit the details of MSP Administrators/Staff • Remove MSP Administrators/Staff
To add MSP Administrators/Staff
• Click the 'New Staff' button from the 'Staff' interface
• Select the 'Admin' check box if you want to add an MSP Administrator. Leave it blank if you want to add a staff
member.
Note: Staff with 'Admin' privileges can be added only by the Account Administrator.
• Enter the name of the Administrator or Staff in the 'Name' field.
• Enter the email address of the Administrator or Staff to which the verification email will be sent. • Click the 'Save' button.
A confirmation dialog will be displayed.
• Click 'OK'
A verification email will be sent to the email address. After clicking the verification link in the mail, the recipient will be asked to set a unique password for accessing Comodo One.
Editing the details of administrators/staff
Note: A staff can be edited to assign/remove admin privileges only after they validate his/her email address by clicking the link in their verification email.
To edit a staff/administrator
• Select the MSP Administrator/Staff then click the 'Edit' button:
The 'Edit Staff' dialog will open.
• Update the details as required. Please note the email address field cannot be edited. • Click the 'Save' button
• Click 'OK'
To transfer the account admin rights to a different administrator
• Select the administrator and click the 'Edit' button • In the 'Edit Staff' dialog, select Account Admin checkbox.
A confirmation dialog will be displayed:
• Click 'OK' to confirm
• Click 'OK'.
The account administrator rights will be transferred to the selected administrator and you will be logged out automatically. You can login with the same credentials but will have only administrator privileges.
Removing an administrator or a staff
Staff/Administrators, who no longer required to access the Comodo One console can be removed from the Staff interface.
Note: A staff/administrator can be removed only after they validate his/her email address by clicking the link in their verification email.
To delete MSP Administrators or Staff:
• Select the administrator/staff member that you want to remove from the list and click the 'Delete' button:
A confirmation dialog will appear.
1.3.1
Admin Privilege Levels
Account Admins, MSP Admins and MSP Staff for Comodo One modules are added and managed via the Comodo One MSP web console at one.comodo.com. The following tables summarize the privileges of these user types in the web console itself and each of the individual modules.
Comodo One MSP Web Console
Role
Description
Account Admin The Account Administrator is the top level administrator and can access all areas and functionality of the Comodo One MSP Administrative console and the individual modules.
From the Comodo One MSP web console, the Account Administrator can:
• Add and manage companies for the MSP account
• Add and manage MSP administrators
• Add and manage MSP staff members
• Transfer the account admin rights to another administrator
• Add integrated modules from the 'App Store' in to C1
• Subscribe for new products and renew licenses for added modules
• View subscriptions details
• View usage details for modules
• View billing details for modules
MSP Admin An MSP Administrator has privileges to create new companies and staff members and has all the privileges of staff.
From the Comodo One MSP web console, the MSP Administrator can:
• Add and manage companies to the MSP account
• Add and manage MSP staff members
• Cannot add new admins
MSP Staff A MSP Staff member can access individual modules and can execute Service Desk and Patch Management tasks.
A MSP Staff member can login and view the Comodo One MSP web console but:
• Cannot add or edit companies enrolled to the MSP account
• Cannot add fellow MSP staff members
Remote Management and Monitoring (RMM)
Role
Privileges
Account Admin • Add endpoints for monitoring and management
• Create and apply monitoring policies to endpoints
• View alerts for policy violations
• Initiate support sessions and accept support requests from end-users
• Access endpoint computers through remote desktop connection to correct issues MSP Admin Same privileges as account admin
MSP Staff Same privileges as account admin
Service Desk
Role
Privileges
Account Admin • Access both admin panel and staff panel
• Enroll and manage end-users from different companies
• Attend to and manage support tickets from end-users.
• Assign and reassign tickets to staff members
• Create new tickets on behalf of end users
• Set global prices for attending to different types of devices
• View dashboard and system logs
• Configure service desk via the 'settings' interface
• Manage help topics, SLA plans, ticket filters and more.
• Create and manage privilege based user groups and assign staff members to them.
• Create and manage departments for the MSP and assign staff members to them.
• Generate announcements for staff members
• Generate and view reports
• Update knowledgebase articles like FAQ's and canned responses MSP Admin • Same privileges as account admin
MSP Staff • Staff members can access the staff panel but not the admin panel
• Enroll and manage end-users from different companies
• Attend to support tickets from end-users
• View the dashboard
• Create and manage knowledgebase articles like FAQs and canned responses The following privileges are conditional on the privileges of the group to which the staff member belongs:
• Assign and reassign tickets to other staff
• Create new tickets on behalf of end users
• Set prices for attending different types of devices for specific company
• Update knowledgebase articles like FAQ's and canned responses.
Note: The restriction for staff members from accessing the admin panel is not implemented in this version. The restriction will come to force in the next version.
Patch Management
Role
Privileges
Account Admin • Enroll Endpoints for remotely installing and uninstalling patches and applications
• Add tags to endpoints and create groups of endpoints for bulk management
• Remotely install recent OS patches and applications on to endpoints and schedule patch/application installation policies
• Remotely restart/shutdown endpoints
• View patch management operations and reports
• Configure remote logging and notification settings MSP Admin • Same privileges as account admin
MSP Staff Same privileges as account admin except:
• Configure remote logging and notification settings
1.4
Managing Companies
Companies, organizations and departments added through the C1 'Customers' interface will become available for selection in all integrated modules (Service Desk, Patch Management and IT Security and Manager). Admins can then import users and devices to these companies through the individual modules.
The Comodo Service Desk interface also allows customers to create 'standalone' (aka 'Unmanaged') companies. Companies created this way will not be visible in the C1 interface or available in the other modules. For more details about adding companies to Service Desk, refer to the online help page at https://help.comodo.com/topic-289-1-625-7888-Managing-Organizations.html.
To open the 'Customer' screen
• Click the menu button from the top left to open the left slider • Choose 'Customer' from the slider
The Customer interface displays the list of customer organizations added to Comodo One.
Company List - Table of Column Descriptions Column Header Description
Name The name of the company
Contact Email Email address of the contact person of the organization. Address The address of the organization
Postal Code The area postal code of the organization Description A short description of the organization
Sorting and Filtering Options:
• Filter the list or search for specific company by entering their name, contact email address, address or postal code in
the search field at top right in part or full. The interface allows Account and MSP Administrators to:
• Add an organization
• Edit the details of an organization • Remove an organization
To add an organization
• Click the 'New Customer' button from the 'Customer' interface
The 'Add Company' form will be displayed.
• Fill the details in the respective fields. • Click the 'Save' button.
• Click 'OK' in the confirmation alert.
To edit the details of an organization
• Select the organization that you want to update the details • Click the 'Edit' button
The 'Edit Company' dialog will appear.
• Update the details as required. • Click the 'Save' button
A confirmation dialog will be displayed.
• Click 'OK'
• Select the organization that you want to remove from the list
• Click the 'Delete' button.
A confirmation dialog will appear.
• Click' OK' in the confirmation dialog.
The company will be removed from Comodo One MSP.
2 Comodo Quote Manager Module
Comodo Quote Manager (CQM) is an easy-to-use utility which allows you to quickly generate, send and manage customer quotes for services rendered. After adding customers, billable items and price rates, CQM lets you track submitted quotes, issue reminders, respond to customer feedback, view sales funnels, create quote templates and more. Comodo Quote Manager also features integration with Comodo One's Service Desk module, so that quotes can be initiated direct from a service desk ticket.
This guide will take administrators through the set up and ongoing usage of Comodo Quote Manager and is broken down into the following sections:
• Comodo Quote Manager Module • Quick Start Guide
• Logging-in to the Quote Manager Module • The Quote Manager Administrative Console • The Home Screen
• Managing Items
• Adding a New Item • Editing an Item
• Archiving Out-Dated items • Managing Contacts
• Adding a New Contact • Editing a Contact • Archiving a Customer • Managing Quotes
• Answering Feedback and Processing Quotes • Setting a Reminder
• Viewing Quote Activity • Archiving a Quote • Managing Quote Templates
• Creating a New Quote Template • Removing a Quote Template • Settings
• Configuring Profile Settings • Configuring Quote Settings
• General Settings
• Quote Appearance Settings • Configuring Email Templates • Configuring Company Settings • Configuring Tax Rates • Configuring Integrations • Reports
• Viewing Top Five Statistics • Viewing Revenue Statistics
2.1
Quick Start Guide
This step-by-step tutorial briefly explains how to start using CQM.
• Step 1 - Login to Quote Manager Module • Step 2 - Add Contacts
• Step 3 - Add Billable Items
• Step 4 - Generate and Send a Quote
• Step 5 - Answer Feedback and Finalize a Quote • Step 6 - Create a Quote Template
• Step 7 - View Reports
Step 1 - Login to the Quote Manager module
Comodo Quote Manager is a module integrated into Comodo One (C1). To access the module, first login to C1 at
https://one.comodo.com/
• Enter your login credentials and click 'Login'. If you do not have a C1 account, click 'I don't have account > Sign Up'.
The Comodo One dashboard will be displayed.
• If you have already added the CQM module to C1 then it will be available under 'Licensed Applications' on the left menu.
• If you have not yet added the module to C1, click 'Store' and add CQM from the listed applications. For more details about signing up for C1 and adding modules, refer to our guide at https://help.comodo.com/topic-289-1-716-8478-Introduction-to-Comodo-One.html
Step 2 - Add Contacts
The next step is to add contacts/companies to whom you want to send quotes.
The screen to add contact or company will be displayed:
• You can create contacts as a 'New Person' or a 'New Company' depending on your requirements. To switch between
the two types, click the '...OR ADD NEW COMPANY/PERSON' button:
Add Contact / Company - Form Fields
First Name Enter the first name of your contact ('New Person' only) Last Name Enter the last name of your contact ('New Person' only)
Email The email address to which the quote will be sent
Contact Info Click the 'Add' button to add phone number, Skype, website and fax details. You can add more fields by clicking the '+ Add' button again.
Addresses Click the 'Add' button to add shipping and billing addresses. You can add more fields by clicking the '+ Add' button again.
• Click the 'Save' button above the form when you are finished. The contact will be saved and listed in the 'Contacts'
screen. Repeat the process to add more contacts/companies.
Tip - For testing purposes, you may want to create a dummy company with your own email address as the contact email.
Step 3 - Add billable 'Items'
In CQM, the goods and services for which you want to generate quotes are called 'Items'. In order to send quotes, you first have to add at least one 'Item' to CQM. Once created, items can be used in multiple quotes.
• Click 'Items' on the left and then the 'New Item' button
The item details screen will be displayed. Please complete as many fields as you can as the information recorded here will be visible to your customer in the quote.
Add Item - Form Fields
Item Code Enter a code for the item. This can be an internal product ID, product code, version number, serial number or part number.
Product or Service Name Enter the name of the product or service for which you are generating the quote. Item Description Enter a description of the product or service.
Tax Set the tax you wish to add. You can change or add new tax rates by clicking your user-name then 'Settings' > 'Tax Rates'
• Click 'Tax Rates' under 'My Company Settings'.
• Edit the currently listed tax rates or click the 'Add' button to add new rates
• Click 'Save' to apply your changes. The new or edited tax rate will be available from
the drop-down when creating a new item.
• Click the 'Save' button above the form to add your new item. The new product or service will be listed in the 'Items'
screen. Repeat the process to add more items.
Step 4 - Generate and Send a Quote
Now that you have created your products ('Items') and your customers ('Contacts') you can start to create and send a quote. Note - this step explains how to create a basic quote from scratch. You can also create time-saving quote templates which, once saved, can be selected in the 'New Quote' screen.
To create a new quote:
• Click 'Quotes' on the left and then the 'New Quote' button • Complete the quote generation form:
Add Quote - Form Fields
To Select a recipient that you added in Step 2 - Add Contacts. Enter a contact or company name in
Subject The subject line of the quote email which will be sent to your contact. Expires on The date up to which the quote is valid.
• This is set at 30 days in the future by default. Click the calendar icon to change the expiry date.
• To change the default date, click your user-name then 'Settings' > 'Quote Default Settings'
Style Select the appearance of the quote.
• 'My Style' is selected by default.
• To change the default quote style or add new styles, click your user-name then 'Settings' > 'Quote Appearance'. You can upload your company logo, change font/header/link styles and more. You can save multiple quote styles.
• Once saved, new styles will be available for selection in the 'Style' drop down of the 'New Quote' form.
• To add item(s) to the quote, search for the item by entering the item code, item name or item description in the
Once the item has been added, basic item details will be auto-completed from database records:
• Price, description and code will auto-complete with the defaults on record for the item. • You can modify 'Item Price', 'Item Quantity' and 'Tax' on the quote.
• You can add internal notes by completing the 'Note heading' and 'Note text' fields. • Click '+ New Item' to add more products and services to the quote.
• The total value for all items, including tax, is displayed on the lower-right of the form. • Click the 'Save' button to generate your quote. This will open the quote details screen:
• The quote will remain in 'Draft' status until you send it.
change to 'Published'.
• Customers will receive a notification email which contains a link to a web-page containing your quote. Customers can
provide feedback or accept/reject your quote on this page. Your quote is securely hosted on
https://quote.comodo.com. See Step 5 for more details on quote finalization.
• You can set reminders per quote from main 'Quotes' interface.
• To open the quote details screen at anytime, open the main quotes interface then click any quote in the list. • Click 'Download PDF' on the details screen if you want to print/archive the quote, or if you wish to send it to the
contact manually.
• Click 'Show Quote Activity' to show an itemized history of events pertaining to the quote. The 'hamburger' menu
(top right) contains additional actions which allow you to edit the quote, preview it as a customer, convert the quote to a template or to withdraw the quote:
• All feedback from your customer regarding the quote will also be stored on the quote detail screen. Please see
step 5 for more details on this.
Step 5 - Answer Feedback and Finalize a Quote
After clicking the link, your quote will open in a web browser and allow your client to post queries and/or accept/reject the quote.
The quote details screen will be updated with all feedback and responses from your customer. To view:
• Open the 'Quotes' section of CQM.
• Select your quote from the list.
Red numbers above the mail icon also indicate that there are responses pending your review. All feedback is displayed inline in the quote itself, along with controls which allow you to answer or dismiss the feedback:
• Click 'Answer' to post your reply to the contact/company.
Quote status will change to 'Accepted' or 'Rejected' according to your customers response. This status will be displayed in the 'Quotes' screen and the 'Home' screen:
Once a quote has been accepted, you may begin the process of executing the order in coordination with your vendors. Step 6 - Create a Quote Template
You can save time when producing quotes by creating re-usable templates which address single or multiple items. This makes it easy to generate quotes for your most popular items or item sets. Once you have chosen a quote template, you can customize it for specific customers by modifying quantities, prices, taxes and item composition.
The add new template screen will be displayed:
• Title - Create a name for the template
• Style -The appearance of the quote. By default, 'MyStyle' will be selected. All styles that you create will be available
from the 'Style' drop-down.
• To change the default style or to add new styles, click your user-name then 'Settings' > 'Quote Appearance' • You can upload your logo, change fonts, background colors, heading style and more. Click 'Set as default' if you
want this to be your go-to style when generating a new quote. Click 'Save' to apply your changes.
• Add Items - To add an items to the template, start typing an item code, name or description in the respective fields
then select the item from the auto-generated suggestions.
• Click the 'New Item' button to add another item to the template. • The total value of all items in the template will be displayed at bottom-right.
• Click the 'Save' button to save your template.
To use your template:
• Click 'Quotes' in the left-hand menu of the CQM interface.
• First select your template from the templates drop-down at the top-center of the interface. • Then click the '+ NEW QUOTE' button.
Your template can now be tailored to generate customer-specific quotes as explained in Step 4 - Generate and Send a Quote. Tip: You can also create a template from an existing quote. To do this, click on a quote in the main 'Quotes' interface to open its detail page, click the hamburger icon at top-right then select 'Make Template':
Step 7 - View Reports
The 'Reports' screen contains statistics and charts about quote statuses, sales and revenue. All revenue and sales data in the dashboard is derived from the value and acceptance status of your CQM generated quotes.
• Top Statistics - Displays total revenue generated by top 5 accepted quotes, lists the top 5 quotes by value and shows
a funnel of the value of all generated quotes according to their life-cycle status.
• Revenue Statistics - Displays monthly, cumulative monthly and average monthly revenues. This section also shows
the average time to close a quote.
Tip - To make the sales funnel more accurate, you may want to 'Withdraw' any test or otherwise unwanted quotes that have 'Draft' or 'Published' status. To do this, click on a quote in the main 'Quotes' interface to open its detail page, click the hamburger icon at top-right then select 'Withdraw':
2.2
Logging-in to the Quote Manager Module
To access the Comodo Quote Manager Module, login to C1 with your user name and password at
https://one.comodo.com/app/login
The Comodo One MSP dashboard will be displayed. If you have already added the CQM module to C1, then this will be available under the 'Licensed Applications' menu on the left. If you have not yet added the module to C1, click 'Store'.
Next, place your mouse over the 'Comodo Quote Manager' box and click 'Get Module':
• Click 'OK' after reading the end user license agreement to begin setup:
• The application will be activated and you will see the following notification:
• Click 'OK' to close the alert
After activation, you can find 'Comodo Quote Manager' under 'Licensed Applications' on the left.
2.3
The Quote Manager Administrative Console
The Quote Manager admin console is an easy to use interface which allows administrators to add billable items and customer contacts, create and send quotes, view customer responses, archive quotes upon acceptance and more.
Left Hand Side Navigation
The left hand menu allows you to navigate to each major area of the interface:
• Home - Contains a graphical summary of quote activity and status. Refer to the section The Home Screen for more
details.
• Quotes - Allows you to create, edit and manage customer quotes.Refer to the section Managing Quotes for more
details.
• Contacts - Allows you to add customers for whom you wish to create quotes. Refer to the section Managing Contacts
for more details.
• Items - Allows you to add and manage billable items and item pricing. Billable items can be re-used in multiple quotes.
Refer to the section Managing Items for more details.
• Templates -Allows you to add and manage quote templates per customer. Refer to the section Managing Quote
Templates for more details.
• Reports - Allows you to generate reports on quotes generated, forwarded to customers, accepted, rejected and so on.
Refer to the section Reports for more details.
Clicking on the gear icon or the username at the top right displays options to access the Settings screen and Logout.
• Settings - Opens the Settings screen that allows you to configure various parameters related to profile settings,
company settings and integrations. Refer to the section Configuring Quote Settings for more details.
• Log Out - Allows you to logout of the Comodo Quote Manager Module.
3 The Home Screen
The Home screen is displayed by default whenever you open the Quote Manager module.
The left pane of the 'Home' screen displays the list generated quotes as tiles, under the following categories:
• Awaiting Customer Response -The quotes that are forwarded to the customer and yet to be replied by the customer • Drafts -The quotes that are prepared but yet to be forwarded to the customer. Quotes that are created from the service
desk tickets are also displayed under Drafts. The administrator can review the draft quotes, edit them and forward to the customer, once it is completed.
completing the delivery processing with the vendor.
• Rejected -The quotes that were rejected by the customer.
An example is shown below:
• Clicking on a quote allows you to view the details of the quote and process it. Refer to the section Managing Quotes
for more details.
• The shortcut at bottom right allows you to set reminders for draft quotes and quotes that are awaiting customer
response and to archive accepted and rejected quotes.
You can set reminders for you to attend to the quote at a specified time. On the specified time, the number beside the notification icon will be incremented and on clicking the icon, it displays the reminder message.
To set a reminder
• Click the bell icon at the bottom right of the tile
• Set the date and time for the reminder to be shown by clicking the calendar icon and selecting the date and
entering the time in HH:MM fields.
• Enter the text to be displayed as reminder • Click SET.
The reminder will be added and an alert will be displayed on the set time.
• The mail icon at the bottom left of the quotes under 'Awaiting Customer Response' indicates the receipt of a response
message from the customer. The administrator can view the quote details page by clicking on the icon and process the quote. Refer to the section Managing Quotes for more details.
The right pane of the home screen displays a statistical summary of the processed quotes with their monetary values as pie-charts and time verses monetary values as bar chart.
You can filter the data displayed on the graphs by choosing the period to be covered, from the 'Display' drop-down at the bottom of the graph.
4 Managing Items
Comodo Quote Manager maintains an inventory of items for which quotes can be presented to your customers. The 'Items' interface allows you to add items to the inventory and manage them. Each item is identified by an 'Item Code' number, name and description. You can specify tax rate for each item, which is to be applied to the price of the item, in the quote. Items that are outdated, can be added to archived, but can be re-added to the current list of items at anytime.
• To open the 'Items' interface click 'Items' from the left side navigation
The interface displays the list of items added to Comodo Quote Manager and allows you to add and manage new items.
Searching and Filtering options:
• To search for a specific item, enter the code, name or description in part or full, as search criteria in the Search field
and click the magnifier icon. To remove the filter, click 'X' at the right of the search field.
• To filter the items based on their availability, choose the option from the 'Filter' drop-down. The available options are: • Current - Displays only those items that are currently available
• Archived - Displays out-dated items, that are added to archive
• Current and Archived - Displays both currently available and archived items
Following sections explain more on:
• Adding a New Item • Editing an Item
• Archiving an out-dated item
4.1
Adding a New Item
The products or services, that can be supplied/provided to the customers are to be added to Comodo Quote Manager along with an unique identification number, a short description, price and a standard tax rate that can be offered. New items can be added to CQM at anytime, as and when a requirement arises. Once an item is added, it can be chosen while creating a quote for it, just by entering the code or the product name.
To add a new item
• Open the Items interface by clicking Items from the left hand side navigation pane • Click '+NEW ITEM'
The interface to add a new item will open.
• Enter the details of the item:
• Item Code - Enter a code to identify the item. The code can be an alphanumeric string and structured
according to different categories of items supplied by you.
• Product or Service Name - Enter the name of the product or service • Item description - Enter a short description of the item.
• Item Cost - Enter the price of the item at which it can be supplied to the customer
• Default rate - Choose the discount tax that is to be applied to the cost, by default. Tax rates can be specified
through the settings interface. Refer to the section Configuring Tax Rates for more details.
• Click 'Save'.
The item will be added to the list.
• Repeat the process to add more items.
4.2
Editing an Item
You can view the details of an item and edit them at anytime from the Items interface. To edit an item
• Open the 'Items' interface by clicking Items from the left hand side navigation pane • Click on the item to be edited
Tip: You can use search options to search for the item to be edited.
The details screen of the item will be displayed.
This interface is similar to the interface for adding an item. Refer to the explanation of adding an item for more details on this screen.
• Change the details as required and click 'Save'.
If the item is outdated, you can archive the details from the options at the top right.
• To archive the item, click the menu button at the top right and choose Archive from the options.
4.3
Archiving Out-Dated items
Items which are outdated and no more needed can be archived. The archived items will be hidden by default in the list of items and will not be available for generating quotes. If needed, the archived items can be re-added to the current list of available items.
To archive a currently available item
• Open the 'Items' interface by clicking Items from the left hand side navigation pane to view the list of available items • Click on the 'Archive' icon at the right end of the item row
The item will be archived. To view the list of archived items
• Open the 'Items' interface by clicking Items from the left hand side navigation pane • Choose 'Archived' from the 'Filter' drop-down
• To re-add an item to the currently available items, click the 'unarchive' icon at the right end of the item row.
5 Managing Contacts
Comodo Quote Manager allows you to add and save the contact details for two customer types:
• Client Companies -The companies added as customers to your Comodo One MSP account are automatically added
as client companies to Comodo Quote Manager with their available contact details. You can add new details or edit the contact details for those companies. Refer to the section Editing a Contact for more details. You can also add new companies as customers, specifically for CQM.
• Persons - Private customers or individuals, belonging to different companies to whom you wish to supply products and
services, can be added as customers to CQM. You can generate and manage price quotes for the items requested by them through CQM.
The quote created for a customer, will delivered to the email address of the respective contact, with a link for them to access the details and respond to the quote.
Private customers and client companies for whom you no longer need to generate quotes, can be archived, but if a requirement arises, they can be re-added to CQM. Archived customers will not be available for selection, while generating quotes.
You can add and manage the contact details from the 'Contacts' interface.
• To open the 'Contacts' interface, click 'Contacts' from the left side navigation
Searching and Filtering options:
• To search for a specific contact, enter the name of the person or company in part or full, as search criteria in the
Search field and click the magnifier icon. To remove the filter, click 'X' at the right of the search field.
• To filter the list based on the customer type, choose respective option from the left drop-down beside 'Filter'. The
available options are:
• Persons - Displays the list of only private customers • Companies - Displays the list of only client companies
• Persons & Companies - Displays the list of both private customers and client companies
• You can further filter the entries based on their availability, by choosing the option from the right drop-down. The
available options are:
• Current - Displays only the Persons/Companies that are currently available • Archived - Displays only the Persons/Companies that are added to archive
• Current and Archived - Displays both currently available and archived Persons/Companies.
Refer to the following sections for more details on:
• Adding a New Contact • Editing a Contact • Archiving a Customer
5.1
Adding a New Contact
You can include the name, phone/FAX number, email address, billing and shipping addresses, Skype ID, as contact details for new private customers and client companies.
To add a new customer
• Click 'New Contact' at the top right of the 'Contacts' interface
You can switch to the interface for adding a company by clicking the '...OR ADD NEW COMPANY' link. The forms for adding a person and a company are similar.
• Enter the contact details of the company/person to be added
Adding a Customer - Form Parameter Form element Description
First Name and Last Name These fields are available only for person. Enter the first name and last name of the private customer.
Company • For adding a person - Enter the name of the company to which the person belongs. • For adding a client company - Enter the name of the company
Email • For adding a person - Enter the email address of the person
• For adding a client company - Enter the email address of the contact person from the
Contact Info Allows you to add fields for details like phone number, FAX number, website and Skype ID, to communicate with the person/contact of the company.
To add a field
• Click 'ADD'
• Choose the field from the drop-down.
• Enter the detail
• Click 'ADD' and repeat the process to add more fields • To remove a field click 'X' at the right of it
Addresses Allows you to enter the billing address and shipment address for the customer. To add an address
• Click 'ADD'
• Choose the address type from the drop-down.
• To add more address types and addresses, click 'ADD' and repeat the process • To remove an address click 'X' at the top right of the address
• Click SAVE at the top to add the contact to the list.
The contact will be now available for generating and forwarding quotes.
• Repeat the process to add more customers.
5.2
Editing a Contact
The client companies added as customers to your Comodo One MSP account will be automatically added to Comodo Quote Manager with their available contact details. You can view the details, edit them, add more fields and addresses to the customer. You can also edit the contact details of manually added private customers and client companies at anytime.
To edit contact details
• Open the 'Contacts' interface by clicking 'Contacts' from the left side navigation • Click on the customer to open the contact details interface
• Edit the contact details
The process is similar to adding the details. Refer to the explanation for adding a contact in the previous section.
• Click 'Save' from the top for your change to take effect
5.3
Archiving a Customer
The private customers and client companies for whom you no longer need to generate quotes can be removed from the current customer list by moving them to Archive. You can re-add the customer at anytime if a requirement arises.
To archive a customer
• Open the 'Contacts' interface by clicking 'Contacts' from the left side navigation • Click on the Archive icon at the right end of the customer row.
The customer will be archived and will not be available in the default list of customers, and in the selecting list while creating a quote.
Alternatively, click on the customer to view the contact details, click the Options button from the top right and choose Archive from the drop-down
To view the list of archived customers
• Open the 'Contacts' interface by clicking 'Contacts' from the left side navigation • Choose the customer type from the left drop-down beside 'Filter'.
• Choose 'Archived' from the right drop-down.
• To re-add an archived customer to default available customer list, click the 'Unarchive' icon at the right end of the
customer row
6 Managing Quotes
The 'Quotes' interface allows you generate, view and manage customer quotes. From here you can:
• Create a new quote from scratch, or use a template to accelerate the process.
• View a list of all existing quotes, including quote status and value
• Open a quote and respond to customer feedback
• Set reminders about particular quotes.
Tip: You can also view and generate quotes from the 'Home' screen. Refer to the section The Home Screen for more details.
• To open the Quotes interface, click 'Quotes' from the left side navigation
The interface displays the list of quotes with different statuses and allows you to add new and manage existing quotes.
Searching and Filtering options:
• To search for a specific quote, enter the title of the quote or the contact detail of the customer in part or full, as search
criteria in the 'Search' field and click the magnifier icon. To remove the filter, click 'X' at the right of the search field.
• To filter the list based on status, click the drop-down beside 'Filter'. The available options are: • Any Status - Displays all quotes.
• Draft - Displays quotes that have been generated but not yet sent to the customer.
• Published - Displays quotes that have been sent to the customer and are 'in-progress'. These quotes may
be awaiting customer response or awaiting a reply to customer feedback.
• Accepted - Displays quotes that have been accepted by the customer. • Rejected - Displays quotes that were rejected by the customer. • Withdrawn - Displays quotes that were withdrawn by the administrator. • You can further filter entries based on their availability:
• Current - Displays all non-archived quotes.
• Archived - Displays quotes whose 'expiry date' has passed.
• Current and Archived - Displays both currently active and archived quotes.
Refer to the following sections for more details on:
• Generating a New Quote • Answering a Feedback • Setting a Reminder • Viewing a Quote Activity
6.1
Generating a New Quote
Administrators can generate a price quote for any billable item
Prerequisites:
• At least one billable item has been added to the 'Items' list in CQM. Refer to the section Adding a New Itemfor more
details.
• At least one recipient company or individual has been added to the contacts list in CQM.Refer to the section
Managing Contacts for more details. A quote can be generated in two ways:
• From the CQM interface - Based on customer requests, administrators can generate a new quote from scratch or from
a template. SeeCreating a New Quotefor more details
• From Service Desk - If a ticket which requests billable items is submitted to the sales department of Comodo Service
Desk, the staff member addressing the ticket can initiate a quote from the ticket itself. The quote will be added as a draft to the to Quote Manager with the prefix 'Service Desk'. See Generating a Quote from Service Desk for more details.
CQM also allows you to customize the appearance of quotes in 'Settings' > 'Quote Appearance'. All styles you create will be available for selection when you are generating a new quote. For more details refer toQuote Appearance Settings.
Creating a New Quote
A new quote can be generated from both the 'Home' and 'Quotes' interfaces. If you have created a quote template containing pre-set products, select the template you want to use from the drop-down before clicking 'New Quote'.For more details on creating and managing templates, refer to the section Managing Quote Templates.
To generate a new quote
• First, choose a quote template from the drop-down at the right of the 'New Quote' button. Select 'New Quote, no
template' to use the default style.
• Next, click the '+NEW QUOTE' button
• Enter the details for the quote in the 'New Quote' form
Add New Quote - Description of Form Parameters Form Element Description
Expires on Enter the expiry date for the quote using the calendar that appears on clicking the calendar icon. The quote will be automatically archived on the expiry date.
Style Choose the style in which the quote page has to appear to the customer.
Tip: You can create custom styles for each customer on CQM. For more details on creating Quote Styles, refer to the section Quote Appearance Settings.
To Enter the contact to which the quote will be sent. Start typing a contact/company name and matching contacts will be displayed for you to select.
Subject The subject line of the quote email which will be sent to your contact. For example, if you type 'Laser Printer repair work' here, then the actual subject of the email will be:
New quote: Laser printer repair work
Header Enter the page header to be displayed in the quote page
Item Details Specify the item(s) to be added to the quote. The items are identified by the following fields:
• Item Code -The identification code of the item to be added • Item Name -The name of the item as specified in the Items list
list.
• If you are creating a quote from a template these fields will be auto-populated with
the items in the template package.
• If you are creating a custom quote, enter the item in any one of the following ways: • Type first few characters of the Item Code in the first field and select the
item from the predictions The item price field will be auto-populated.
• Type first few characters of the item name in the second field and select
the item from the predictions. The item price field will be auto-populated.
• Type first few characters of the description of the item in the third field and
select the item from the predictions. The item price field will be auto-populated.
• Enter the number of items in the 'Item quantity' field. The Item total field will be
auto-populated with the price of the number of items as specified in the 'Item quantity' field.
• Choose the tax rate to be applied to the price, for that item, from the next drop-down. Tip: You can create a list of tax rates to be applied to different items from the Tax Rates interface. The list of tax rates will be available for selection in this drop-down. If no tax rate is chosen the default rate will be applied. Refer to the section Configuring Tax Rates for more details.
• Enter the discount that can be applied to the item price in the 'Quote discount' field.
NEW ITEM To add another item to the quote, click 'NEW ITEM' and enter the details of the item as explained above.
• Repeat the process to add more items.
• To remove an item click 'X' at the right of the Item name
• To re-order the items in the list use the 'Up' and 'Down' arrows at the right end of the
item details.
ADD CATEGORY To add a new category to identify the set of the items click 'Add Category' and add items below it by clicking 'NEW ITEM'.
Footer Enter the page footer to be displayed in the quote page
Notes Allows you to enter a note on the quote for your reference and internal communication. This note will not be displayed in the Quote page.
Note heading Enter a heading for the note Note text Enter the note text
ADD ANOTHER NOTE Click to add additional notes for the quote.
• Click 'Save'
The new quote will be generated, with the price with taxes auto-calculated.
• To forward the quote to the customer, click 'SEND' at the top left
• Clicking the link in the mail will take the customer to the quote page.
• The customer will be able to send a feedback on the quote to CQM, by entering their message in the Feedback field.
Refer to the next section Answering a Feedback for more details on answering the feedback.
The quote will be added to the list in the Quotes interface and the Home screen with the status 'Published' and 'Awaiting Customer Response'. If you have skipped sending the quote to the customer, the quote will be saved as a draft.
