Quotes (Formerly Estimates)

A quote is a proposal that you send to your customers that details all the items and their prices that you are planning to sell to them. After your customer approves the quote, it can be converted to its subsequent sales order or an invoice.

Note: Make sure your Company details are updated under Settings > Company > Company Profile before you start using the Quote and Invoice module in CRM

Create Quote

To create a quote in Soffront:

• Go to Sales > Accounts and open a specific account record for which you want to create Quotes.
• From that account information screen, go to the Quotes & Invoice tab and click the + ADD option.

• Fill in the customer details, item details, and other required fields.

Note: Customers’ details and their bill to and ship to information come from their specific account’s detailed form. Ensure all that information is updated in the said account record before creating Quotes/Invoices for that customer.

• You can enter the Tax % and Discount values manually into the Quote and hit Save.

Request for Approval

Click on the option below on the Quote screen to email the Quote and get approval from the customer

After you send your customer the quote, your customer might agree with it right away or suggest you make some changes. If they review and approve the Quote via email then you will see the Quote is Approved and if you need to edit the Quote then click on the Edit (pencil icon) to make any further changes to the Quote and save it again for sending it for approval.

Note: You can print the Quote, copy the quote, and email the quote as a pdf attachment

Convert to Invoice

Once you have created a quote, you can convert it into an invoice by clicking on the option below

Invoices

An invoice is a financial document that indicates the supply of goods or services between a vendor and a customer.

How does an invoice work in Soffront?

• You can create an invoice.
• Save it as a draft to be edited later or send it to your customer’s email address right away (Save & Send).
• If your CRM account is connected to Stripe then your customers can pay your invoice directly using a credit card.
• When you receive the payment from your customer, you can Record Payment for the invoice.
• After recording payment, the invoice status changes to Paid, and this will be reflected in your sales reports.
• You can view all the payments recorded for your customers in the Payments Recorded module under Sales.

Create a new Invoice

To create a new invoice in Soffront:

• Go to Sales > Accounts and open a specific account record for which you want to create Quotes.
• From that account information screen, go to the Quotes & Invoice tab and click the + ADD option.

• Select Invoice as a type
• Fill in the customer details, product item details, and other required fields.

Note: Customers’ details and their bill to and ship to information come from their specific account’s detailed form. Ensure all that information is updated in the said account record before creating Quotes/Invoices for that customer.

• You can manually enter the Tax % and Discount values into the Quote and hit Save.

You will find the following option on the Invoice screen:

Edit – You can use his option to edit and modify the Invoice details

Send – You can send the invoice as an attachment to an email

Copy – You can copy the invoice details and create a new one

Print – You can take a printout of an invoice

Add Payment Information

If you have received a payment against an invoice then open that invoice and click on the option below to enter the payment details in the ‘Add New Payment’ information page.

You need to select the payment status (Partial, Full), and payment type (Cash, Check, Credit Card), then enter the Amount value to fill in the form and hit the Save button.

Send Invoice to QuickBooks or Xero

You can send an invoice to your Quick Book online OR Xero software account depending on the integration turned on under your CRM Profile > Integration > Accounting integration > integrate with > Either Quick Book online OR Xero account.

If your CRM is connected to your Quick Book online account and the ‘CRM > QuickBooks’ option is selected then you will get an option below on the Invoice screen to click and the system will send a copy of this invoice to your Quick Book online account.

Send Invoice to Customers for collecting Payment using Stripe

You can email invoices from CRM to your customers and they will be able to pay your invoices using their credit card

To use this function you need to integrate your Stripe account in your CRM under Profile > Integration > Payment integration > Setup Payment using Stripe  > Hit the Connect button to follow the on-screen instructions to complete the integration. After that select credit card options (see below) to save the settings.

Note: You can export all your Quotes and Invoice information in Excel. You can find all your Quotes and Invoice under the Quotes and Invoice tab in Sales.