QuoteASP

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) >>


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News

QuoteASP, Inc delivers a brand new look

QuoteASP, Inc launches a new customer website featuring the highly anticipated e-learning center.

QuoteASP, Inc establishes offices in United Kingdom and Australia

QuoteASP, Inc's recent growth reinforces its acceptance in the marketplace.