Tutorials

The tutorials listed below represent a The turorials are a free e-Learning solution designed to help you get more out of your QuoteASP deployment.

Select from any one of the links below to learn more about the different modules within QuoteASP. (Note: all tutorials require the Macromedia Flash plug in).

Setup Tutorials

Help and Support Before you begin take a moment to review the various forms of assistance that we offer. (1:17s) >>

Adding a Company Logo Upload your company logo that will display on all quotes. (1:37s) >>

Company and Divisions Update your company details to display on your quotes. Also add your company branch offices. (1:12s) >>

Access Rights Decide on what level of access users within your organization will have. (1:39s) >>

Adding Users Add your users and apply the Access Profile that you have designated for each user. (2:14s) >>

Profit Margins Update your Profit Margin. Create different margins for your products and/or labor. (48s) >>

Create your Terms Create your Terms and Conditions library that will appear on your quotations. (1:12s) >>

Create or Import Products

Products and Groups Organize your products in a more formal way using groups. Establish groups before adding your products. (1:55s) >>

Importing Products Create an import file for your products, accounts and vendors and import them into QuoteASP. (1:38s) >>

Manually Enter Products If you don't have an import file for your products you can manually add products into QuoteASP. (2:03s) >>

Creating Kits Bundle your products into Kits to make bundles of products easier to insert into your quotes. (1:25s) >>

Create Accounts and Contacts

Accounts and Contacts Learn about the QuoteASP Account Management module. (1:35s) >>

Accounts and Contacts Learn how to create new Accounts and Contacts. (51s) >>

Importing Accounts Create an import file for your accounts and contacts and import them into QuoteASP. (1:37s) >>

Creating Templates and Quotes

Quote Templates Common quote types can be created as templates. This will shorten the development time for users. (3:19s) >>

Quote Overview Learn the basics of putting together a simple quotation for your customer. (1:29s) >>

Adding Items to a Quote Learn the basics of sections, groups and inserting items into a quotation. (1:29s) >>

Applying Discounts Learn how to apply discounts to an item, section or total quotation. (1:33s) >>

Hiding Prices in a Quote Learn the basics of hiding line item prices in a quote. (53s) >>

Hiding Items in a Quote Learn the basics of hiding line items in a quote. (59s) >>

Moving Items in a Quote Learn the basics of moving items in a quote. (2:53s) >>

Creating Email Templates Learn the basics of creating and using email templates. (2:59s) >>

Working with Quote Revisions Learn about Quote Revisions and working with Multiple Quotes within a Salesforce.com Opportunity. (2:50s) >>