SugarCRM SupportProduct GuidesSugar Versions9.09.0 UltimateSugar Ultimate 9.0 Application GuideQuotes

Quotes

Overview

Sugar's Quotes module consists of quotes which specify the quantity and the price per unit for products or services that your organization is selling to clients. You can select a product directly from the product catalog or manually enter a product that is not in the catalog during quote creation. There are various ways you can create quotes in Sugar such as via the Quotes module and duplication. Once created, you can generate the quote as a document in PDF format and send it to your clients. This documentation will go over the basics of the Quotes module as well as the various options available in performing the actions related to the module.

For instructions concerning views and actions which are common across most Sugar modules, such as creating, editing, and deleting quote records, please refer to the Working With Sugar Modules section of this page.

Please note that you will only be able to see quote records as allowed by your team membership, user access type, and assigned roles. For more information on teams and roles, please refer to the Team Management and Role Management documentation in the Administration Guide.

Quote Fields

The Quotes module contains a number of stock fields which come out-of-the-box with Sugar. For information on using and editing various field types, refer to the User Interface documentation. The following definitions are suggested meanings for the fields, but some fields can be leveraged differently to meet your organization's needs. Users with administrator or developer access have the ability to alter, add, or remove some fields via Admin > Studio. For more information on configuring fields, please refer to the Studio documentation in the Administration guide.

Field Name Description
Actual Close Date The date on which the quote is accepted or rejected
Assigned User The Sugar user assigned to the quote
Billing Account Name The Sugar account to which the quote should be billed
Billing Address

The billing address of the account to be billed for the product or service

Note: This group of fields will automatically populate from the related billing account record but can be edited on the quote without affecting the address on the related account record.

Billing Contact Name The primary contact at the billing account for this order
Converted Amount

The quote's grand total amount converted to the system default currency as configured in Admin > Currencies and the viewing user's preferred currency (if the Show Preferred Currency option is enabled).

 
Note: If the applied exchange rate is modified via Admin > Currencies, the Converted Amount value will be automatically updated by a scheduled process. For more information on how currency changes affect the Converted Amount value, refer to the Updating Currency Rates section. For more information on the Converted Amount field, refer to the Grand Total vs Converted Amount section.

Date Created The date a user created the quote record in Sugar
Date Modified The date the quote record was last modified in Sugar
Date Shipped The date the order shipped to the buyer
Description A description or other information about the quote
Discount The discounted amount (if applicable) for the quote
Discounted Subtotal The sum of quoted line items after any discounts have been applied
Display Line Numbers A checkbox that controls whether the quote record's line items should be sequentially numbered
Grand Total The sum of groups and line items after any tax, discounts, or shipping charges are applied
Opportunity Name The name of the opportunity related to the quote
Order Stage The current order stage (Pending, Confirmed, etc.) of the quote
Original P.O. Date The date on which a purchase order was issued
Payment Terms The time period within which the buyer must pay for the product or service
Purchase Order Num The purchase order (P.O.) number given by the buyer as proof of payment authorization
Quote Number The unique, system-generated number used to reference the quote
Quote Stage The current stage of the quote's life cycle (Draft, Closed Won, etc.)
Quote Subject A brief summary of the product or service to be quoted
Shipping

The shipping charge for the order

Note: Value must be manually added in the Shipping field at the bottom of the quote's worksheet and saved via the quote record's Save button at the top of the page.

Shipping Account Name The Sugar account where the product or service will be delivered
Shipping Address

The shipping address of the account that will receive the product or service

Note: This group of fields will automatically populate from the related shipping account record but can be edited on the quote without affecting the address on the related account record.

Shipping Contact Name The primary contact at the shipping account for this order
Shipping Provider

The shipping method for the order 

Note: Shipping providers are configured by the administrator via Admin > Shipping Providers. Only shipping providers marked "Active" are displayed as options on the quote record.

Subtotal The sum of quoted line items before any tax, discounts, or shipping charges are applied
Tax

The tax rate to apply to the quote's taxable subtotal

Note: Tax rates are configured by the administrator via Admin > Tax Rates. Only tax rates marked "Active" are displayed as options on the quote record.

Teams The Sugar team(s) assigned to the quote record
Total Discount The order's total discount as a currency amount
Total Discount Percentage

The order's total discount as a percentage of the total amount

Note: This value is shown under the "Total Discount" label to the left of the Total Discount amount

Grand Total

The total sum of all the groups and line items in the quote using the quote's currency.

Note: For more information, please refer to the Grand Total vs Converted Amount section.

Valid Until The date that the quote expires

Quote Stages

The Quote Stage field represents the quote's position in its life cycle. There are eight quote stages which come out-of-the-box with Sugar, and users with administrator or developer access have the ability to modify the quote stages via the quote_stage_dom list in Admin > Dropdown Editor. For more information on modifying dropdown lists, please refer to the Developer Tools documentation in the Administration guide. The following definitions are suggested meanings for each quote stage, but the stages can be leveraged differently to meet your organization's needs.

Quote Stage Description
Draft The quote is not yet final
Negotiation The quote has been presented to the client and the client has requested modifications
Delivered The quote has been presented to the client for consideration
On Hold Activity related to the quote has been temporarily suspended
Confirmed The quote has been approved for sale
Closed Accepted The client has accepted the terms of the quote and agreed to proceed with the sale
Closed Lost The client has not accepted the terms of the quote and the sale has been lost
Closed Dead The client has neither accepted nor rejected the terms of the quote, but the sale has been presumed lost

Order Stages

The Order Stage field is typically used to track the status of an order resulting from a Closed Accepted quote. There are five order stages which come out-of-the-box with Sugar, but users with administrator or developer access have the ability to modify the order stages via the order_stage_dom list in Admin > Dropdown Editor. For more information on modifying dropdown lists, please refer to the Developer Tools documentation in the Administration guide. The following definitions are suggested meanings for each order stage, but the stages can be leveraged differently to meet your organization's needs.

Quote Stage Description
Pending The order has been sent to your internal production team or supplier
Confirmed The order has been accepted by your internal production team or supplier
On Hold Processing on this order has been paused
Shipped The order has been released to the customer
Cancelled The customer has canceled this order

Calculated Fields

A quote's worksheet area is located just above the subpanels on a quote's record view. Users can add line items to the worksheet and then Sugar applies Sugar Logic to calculate the sum of the line items relative to applicable tax rates and any shipping charges or discount amounts that the user has specified. Several calculated fields contribute to the bottom line of a quote. These fields are shown at the top of the worksheet in the Totals bar and will instantly adjust for user-inputted data. The calculated fields are Total Discount, Discounted Subtotal, Total Tax, and Grand Total.
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In addition to the quote's calculated fields, each line item displays a calculated value labeled "Line Item Total". The value of each "Line Item Total" field's value is stored in the database in the Quoted Line Items module as total_amount and labeled "Calculated Quoted Line Item Amount" by default.

Note: If the line item's currency is different from the quote's selected currency, the "Line Item Total" will display the transactional value (grey box) in the line item's currency and the converted amount value next to it in the quote's currency.
Quotes LineItemTotal

Note: The value for a quote's Shipping charge is not a calculated value. It must be manually entered in the lower portion of the quote worksheet and saved via the quote record's Save button. You can click on the field to edit it or you can click the "Edit" button at the top of the record view. To save the value, click the "Save" button at the top of the record view.

Working With Sugar Modules

While the Quotes module has some features that only apply to quotes, it also uses the Sidecar user interface that most Sugar modules are based on. In the table below, the left column contains links to the User Interface page covering topics that are applicable to all Sidecar modules. The right column has links to sections of the current page that cover topics specific to quotes.

Quote Menus

The Quotes module contains various options and functionality which are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for Quotes-specific functionality, on this page.

Module Tab Menus

The Quotes module tab is typically located on the navigation bar at the top of any Sugar screen. Click the tab to access the Quotes list view. You may also click the triangle in the Quotes tab to display the Actions, Recently Viewed, and Favorites menus. The Actions menu displays options for creating and viewing quotes. The Recently Viewed menu displays the list of quotes you last visited. The Favorites menu displays the list of quotes you most recently marked as favorites.
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The module tab's Actions menu allows you to perform the following operations:

Menu Item Description
Create Quote Opens the record view layout to create a new quote
View Quotes Opens the list view layout to search and display quotes
View Quote Reports Directs you to the Reports list view filtered to display only reports based on the Quotes module

If you do not see the Quotes module tab in Sugar, please check the following:

  • The Quotes module may be marked as hidden in your user preferences which will prevent the module tab from being displayed. Navigate to your user profile (upper right of Sugar), click the Advanced tab, and check the Layout Options section. If you see the Quotes module in the Hide Modules list, simply move it to the Display Modules list. For more information on hiding and displaying modules, please refer to the Layout Options section of the Getting Started documentation.
  • The administrator may have disabled the Quotes module for your entire Sugar instance. Reach out to your Sugar administrator to have the Quotes module displayed. For more information on displaying and hiding modules throughout Sugar, please refer to the Developer Tools documentation in the Administration Guide.

List View Menus

The Quotes list view displays all quote records and allows for searching and filtering to locate specific quotes. You can view the basic details of each record within the field columns of the list view or click on a quote's name to open the record view. To access a module's list view, simply click the module's tab in the navigation bar at the top of any Sugar page.

List View Mass Actions Menu

The Mass Actions menu to the right of the checkbox option in the list header allows you to perform mass actions on all currently selected records. You can use the checkbox on each record's row to select individual quote records or click the checkbox in the list header to select all records displayed on the current set of list view results.
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The Mass Actions menu allows you to perform the following operations:

Menu Item Description
Mass Update Mass update one or more quotes at a time
Delete Delete one or more quotes at a time
Export Export one or more quotes to a CSV file
Recalculate Values (Available in certain circumstances) Updates calculated values to reflect changes to calculated fields made in Studio
List View Record Actions Menu

The Record Actions menu to the far right of each record's row allows you to perform actions on a quote directly from the list view.
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The list view's Record Actions menu allows you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this quote in the intelligence pane
Edit Edit this quote
Delete Delete this quote

Record View Actions Menu

The Quotes record view displays a single quote in full detail including its fields, quote worksheet, and subpanels of related records. To access a quote's record view, simply click a hyperlinked quote name from anywhere within Sugar. The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record.
711-rv-actions

The Actions menu allows you to perform the following operations:

Menu Item Description
Edit Edit this quote
Share Share a link to this quote via email
Download PDF Download the quote to your computer as a PDF file
Note: Clicking on this menu item will expand and contract the menu to reveal or hide the available PDF templates.
Email PDF Send an email with a PDF copy of the quote as an attachment.
Note: Clicking on this menu item will expand and contract the menu to reveal or hide the available PDF templates. To send emails through Sugar, users must first configure a default user email account via Emails > Email Settings
Create Opportunity from Quote Copy the details of this quote to a new opportunity record
Note: Quotes that are already "Converted" (as indicated by the badge adjacent to the quote's name in the example pictured here) cannot be re-converted into an opportunity. The "Create Opportunity from Quote" menu option will be grayed out when the quote's badge is Converted.
Copy Duplicate this quote to create a new quote record. 
Note: The original quote's line items, groups, comments, and related account and opportunity data will carry over to the new quote.
Historical Summary View a historical summary of activities (e.g. calls, meetings, etc.) related to this quote
View Audit Log View a record of changes to this quote
Delete Delete this quote

Quote Worksheet Options and Menus

Below the quote record, the quote's worksheet contains several options and menus specific to the worksheet, its groups, and rows. In the following image, the blue section is the Totals bar, which displays the calculated totals for the worksheet; the yellow section contains the column headers for all of the line items that you may add; and the pink section is an example of a group, which can contain any number of quoted line items and comments. The totals for all groups on the worksheet are added to the shipping charge and calculated tax to reach a grand total.
quote-colorcoded

The following table describes the options and menus available on the example quote worksheet pictured above:

  Option Description
blue Create on Worksheet Add a new group or create ungrouped line items and comments
orange Select All Select or deselect all rows on the worksheet
yellow Mass Actions Group or delete all selected rows
red Create in Group Add a new comment or line item to the group
purple Group Actions Edit the group name or delete the group (does not delete the group's rows)
pink Select Row Select the line item or comment
magenta Row Actions Edit or delete the line item or comment
navy Row Save/Cancel Save (✓) a new or edited row or cancel (x) creating or editing the row

Building Quotes

When creating quotes in Sugar, the full edit view layout opens which includes all of the quote fields in expandable panels labeled "Business Card", "Billing and Shipping", "Quote Settings", and "Show More". Beneath the panels, there is a quote worksheet where product groups and line items can be configured, rearranged, and tallied along with any discounts, taxes, or shipping fees. For more information on the worksheet's layout, please refer to the Quote Worksheet Options and Menus section of this page.

Note: The quotes worksheet fields and field order can be modified by administrators via Admin > Quotes Configuration. The layouts for the panels above the worksheet can be configured by administrators via Admin > Studio. For more information on configuring these two layouts, please refer to the Studio and Quotes Configuration documentation in the Administration guide.

The following sections cover using the quote's worksheet to calculate the quote's grand total.

Quoted Line Item Groups

The quote's worksheet allows users to add products from the product catalog and arrange them in groups. Groups may also contain comments. Groups are optional for quote records so you can omit them altogether in favor of independent line items or create one or more groups to organize similar products or services together. For example, a quote for software might have a group labeled "Services" to contain the quoted line items for implementation and extended support.

Creating Groups

Empty groups can be created via the worksheet's Create menu. Alternatively, users can create a group from existing comments and quoted line items. The next two sections explain each method.

Creating Empty Groups

Use the following steps to add a new group to the quote's worksheet:

  1. After filling in and saving the quote's fields, scroll down to the quote's worksheet and click on the Create (+) button to access the worksheet's available actions and select "+ Group".
    add-group-79
  2. Enter an optional name for the new group and then click the Save icon. To create an unnamed group, just click the Save icon without entering any text.
    Note: To cancel without creating a new group, click on the Cancel (x) icon.
    savegroup-79

You now have a new group and can start adding line items to the group.

Creating Groups from Quoted Line Items

If a quote already has line items and you want to move some or all of those line items into a new group together, follow these steps to create a new group from the quoted line items:

  1. From the quote's worksheet area, identify the quoted line items that you would like to group together and place a checkmark in the empty checkbox next to each item's row.
  2. Next, click on the worksheet's Actions button (three vertical dots in the Totals bar) and select "Group Selected".
    group-selected-79
  3. Enter an optional name for the new group and then click the Save icon. To create an unnamed group, just click the Save icon without entering any text.
    Note: To cancel without creating a new group, click on the Cancel (x) icon.
    save-newgroup-79
  4. The selected items now exist within the new group:
    grouped-79

Editing Groups

To edit a group's name, click on the group's Actions button (three vertical dots to the left of the group name) and then select "Edit".
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To edit the position of quoted line items and comments in a group, you can simply drag and drop the rows to the desired location. Line items and comments can be rearranged within the group, moved to a new group, or moved out of groups to independent lines on the quote worksheet. For more information, please refer to the Moving Quoted Line Items and Moving Comments sections.

Deleting Groups

When you delete a group from a quote's worksheet, any quoted line items that were in the deleted group will simply become ungrouped on the quote. To delete a group, click on the group's Actions button (three vertical dots to the left of the group name) and then select "Delete Group".
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Quoted Line Items

Quoted line items represent the specific products or services on the quote. You can create line items as independent rows on the quote or they may be included in a group, which typically contains additional, related line items. For more information on creating quote groups, please refer to the Adding Groups section of this page.

Note: You can only relate quoted line items with a quote by creating them directly from a quote record's worksheet as described in the following sections. Quoted line items created directly in the Quoted Line Items module via the Actions menu or Create button cannot be linked to a quote record.

Creating Quoted Line Items

When adding products as quoted line items, you may select a product from your database's Product Catalog directly in the line item or via Product Catalog or Product Catalog Quick Picks dashlets or you may manually enter a new product on the fly. Either way, each line item added to a quote will create a new record in the Quoted Line Items module.

To create a line item as an independent row on the quote worksheet, click on the Create (+) button to access the worksheet's available actions and select "+ Quoted Line Item":
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To create a line item inside a group on the quote worksheet, click on the group's Create (+) button to access the group's available actions and select "+ Quoted Line Item":
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Please note that line numbers are only visible next to quoted line items when the "Display Line Numbers" field is enabled in the quote record's Quote Settings panel. This option is enabled by default.
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Please refer to the following sections for more information on creating a new custom line item and creating line items via product catalog.

Creating Custom Quoted Line Items

If you need to add a line item for a product that is not in the Product Catalog, you can instantly create a custom line item directly from the quote worksheet. Custom line items are stored in Sugar as quoted line item records but are not added to the Product Catalog.

Follow these steps to create a custom line item for a quote:

  1. Choose "+ Quoted Line Item" from the worksheet's Create (+) menu or from the group's Create (+) menu as desired. For more information, please refer to the Quoted Line Items section of this page.
  2. Click on the Line Item dropdown field in the new row and begin typing the product that you would like to use as a line item. When you enter the first letter of a product, Sugar will begin to display recommendations from the Product Catalog that begin with the same letter. To ignore the recommendations and create an entirely new product, completely type out the name of the product as you would like it to appear on the quote and then click on the New Quoted Line Item menu option or press the Enter key.
    Quotes CustomQLI Add
  3. Enter the quantity, unit price, and remaining line item fields as needed. For more information, please refer to the Quoted Line Items documentation.
    Note: By default, custom line items will use the quote's selected currency but you can change the line item's currency from these defaults as desired. When the line item's currency is different from the quote's selected currency, the Unit Price and Line Item Total fields will display the transactional amount in a grey box using the line item's currency and the converted amount next to it in the quote's currency.  
  4. Click the blue checkmark next to the row to save the line item.
    Quotes CustomQLI Save

This will save the row to Sugar's database as a quoted line item record but will not affect the Product Catalog. After adding a quoted line item to a quote, you can navigate to the quoted line item's record view by clicking its hyperlinked name on the quote worksheet. For more information on quoted line item records, please refer to the Quoted Line Items documentation.

Creating Quoted Line Items via Product Catalog

If you need to add a line item for a product that is in the Product Catalog, you can easily find and select the product directly from the Product Catalog dashlet or the Product Catalog Quick Picks dashlet, which is located next to the quote form when creating a new quote and also on a Quotes record view intelligence pane. For more information on interacting with these dashlets, refer to the Product Catalog Dashlet and the Product Catalog Quick Picks Dashlet sections of this documentation. In addition to the dashlets, you can also select the product directly from the line item on the quote worksheet.

Note: A system administrator or user with developer access to the Quoted Line Items module must create and add products via Admin > Product Catalog before users can select products when adding line items. For more information on adding and modifying products in the product catalog, please refer to the Product and Quotes documentation. When you select an item from the Product Catalog, the line item's tax class, cost, and manufacturer information will be pre-filled by values set by your administrator and therefore cannot be edited. 

The following steps cover adding a line item to the quote worksheet using the Product Catalog dashlet as an example:

Note: You can follow the same steps below to add a line item using the Product Catalog Quick Picks dashlet.

  1. Create a new quote record via any of the various creation methods explained in the User Interface documentation. For this example, we will select "Create Quote" from the Quote module's tab menu.
    Note: To view and use the Product Catalog dashlet with existing quote records, simply expand the quote's record-view dashboard (if needed) by clicking on the double-arrow icon next to the record's Edit button and then select the Quotes Record Dashboard or any other dashboard that has been configured to display the Product Catalog dashlet.
    711-pc-dashlet-big
  2. On the create screen, enter the general quote information in the form's fields.
  3. When completing the form fields, the Product Catalog dashlet will be displayed to the right of the quote form. When you are ready to create a new quoted line item, click on any product name in the dashlet to instantly add it as an editable line item to the quote's worksheet. The line item's fields will populate with the part number and unit price, which are copied from the Product Catalog. The Part Number field cannot be edited for line items created via Product Catalog. By default, line items created using the product catalog will use the product catalog item's currency but you can change the line item's currency from these defaults as desired. If the line item's currency is different from the quote's selected currency, the Unit Price and Line Item Total fields will display the transactional amount in a grey box using the line item's currency and the converted amount next to it in the quote's currency
    Note: If you wish to select the product directly from the line item on the quote worksheet instead of via the dashlet, you will need to first create a line item on the quote worksheet then click on the Line Item dropdown field to enter and select the desired product.
    Quotes CreatingQLI Via PC
  4. Modify the quantity field if the default value of "1" is not correct. Please note that users may enter line items with a quantity of zero to denote optional products, previously-paid items, or to handle other situations. Rows with zero quantity will not affect the value of the quote.
  5. Optionally, apply a discount to the line item. By default, the discount field accepts a percentage value, but users can enter an absolute discount amount by toggling the Unit button from "%" to the currency symbol.
    Quotes CreatingQLI Via PC Discount
  6. After completing the line item, click the blue checkmark next to the row to save the line item.

This will save the row to Sugar's database as a new quoted line item record.

Editing Quoted Line Items

To change the editable values of a quoted line item, click on the row's Actions button (three vertical dots to the left of the line item) and then select "Edit". 
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Custom line items are fully editable. The quantity and discount are editable for line items from the product catalog, or you may change the selected product, which will reset the row's values appropriately. After updating the quoted line item, click the blue checkmark to apply the changes or click the Cancel (x) icon to cancel any changes and revert the row's values. If the line item's value has changed, the quote's totals will automatically recalculate. If the edited line item is in a group, then the group's totals will recalculate, as well.

Moving Quoted Line Items

Users can move quoted line items to a new position on a worksheet. Simply save the row and then click and hold anywhere on the line item until the mouse tip changes to a four-directional arrow. Drag the row to the preferred position on the worksheet and then release the mouse button.

Note: Quoted line items cannot be moved when they are in edit mode. 

Line items can be moved within a group, from one group to another group, or out of a group to an independent row. When you change the position of a line item, its line number will adjust accordingly and so will the line numbers for any other rows affected by the change. Upon moving line items into or out of a group, the group's totals will automatically recalculate. 
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Please note that line numbers are only visible when the "Display Line Numbers" field is enabled on the quote record.
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Moving a quoted line item into or out of a group is audited by the quoted line item record's activity stream, but changing the position of a line item within a single group is not tracked.

Deleting Quoted Line Items

If you delete a line item from a quote's worksheet, you cannot get it back. You will delete the record from the Quoted Line Items module. The quote worksheet allows you to delete a single quoted line item or to use a mass action for deleting several line items at once. Upon deleting line items, the quote's totals will recalculate automatically. If the deleted line items were in a group, the group totals will recalculate, too.

To delete a single quoted line item, click on the line item row's Actions button (three vertical dots to the left of the line item's name) and then select "Delete".
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To delete multiple line items at once, identify the quoted line items that you would like to delete and place a checkmark in the empty checkbox next to each item's row. Click on the worksheet's Actions button (three vertical dots in the Totals bar) and select "Delete Selected".
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Comments

Comments are user-created notes on the quote worksheet. Comments are included on the default quote PDF templates. You can create comments as independent rows on the quote or they may be included in a group. For more information on creating quote groups, please refer to the Adding Groups section of this page. Because comments, like quoted line items, occupy rows on the worksheet, they can be added, edited, moved, and deleted from the sheet in the same way as quoted line items.

Creating Comments

To create a comment as an independent row on the quote worksheet, click on the Create (+) button to access the worksheet's available actions and select "+ Comment":
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To create a comment inside a group on the quote worksheet, click on the group's Create (+) button to access the group's available actions and select "+ Comment":
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Type the comment into the text box and then click the blue checkmark to save the comment as a new row or click the Cancel (x) icon to remove the comment's row:
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Editing Comments

To edit a comment's text, click on the comment row's Actions button (three vertical dots to the left of the comment) and then select "Edit". 
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After updating the comment, click the blue checkmark to preserve the changes or click the Cancel (x) icon to cancel any changes and revert the text.
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Moving Comments

Users can move comments to a new position on a worksheet. Simply save the comment and then click and hold anywhere on the comment row until the mouse tip changes to a four-directional arrow. Drag the comment to the preferred position on the worksheet and then release the mouse button. Comments can be moved within a group, from one group to another group, or out of a group to an independent row.
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Note: Comments cannot be moved when they are in edit mode.

Deleting Comments

To delete a comment from the quote worksheet, click on the comment row's Actions button (three vertical dots to the left of the comment) and then select "Delete".
delete-comment

Product Catalog Dashlet

The Product Catalog dashlet provides users with a simple way to access the Product Catalog directly from the quote record and instantly add products from the catalog as line items on the quote worksheet. The Product Catalog dashlet is located next to the quote form when creating a new quote and also on the Quotes Record Dashboard on a quote's record view.
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The following sections explain the various features and components of the Product Catalog dashlet. For detailed steps on creating quoted line items via the Product Catalog dashlet, please refer to the Creating Quoted Line Items via Product Catalog section of this page.

Note: A system administrator or user with developer access to the Quoted Line Items module must create and add products via Admin > Product Catalog before users can select products when adding line items. For more information on adding and modifying products in the product catalog, please refer to the Product and Quotes documentation. When you select an item from the Product Catalog dashlet, the line item's tax class, cost, and manufacturer information will be pre-filled by values set by your administrator and therefore cannot be edited. 

Viewing Products and Categories via Dashlet

In the Product Catalog dashlet, product categories are represented as folders and are organized to reflect the structure of the customer's category hierarchy. Users can search for products and categories and click on individual folders to reveal the products contained in each category. To close an expanded category folder, click on the open-folder icon.

Simply click on a product name to instantly add the product to the quote worksheet. The new line item will be pre-populated with values specific to the product and can be edited for quantity, discount, or unit price prior to saving. For more information, please refer to the Creating Quoted Line Items via Product Catalog section of this page. 

Searching for Products and Categories via Dashlet

Users can also search for products using the Search field on the Product Catalog dashlet.
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Upon entering a search term, a list of matching product categories and matching products will be shown in the dashlet. If the user clicks on a category (e.g. a folder) in the list of search results, all products in the category are loaded, not only the products that match the search terms.
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Previewing Products via Dashlet

Click on the icon next to a product name to view the complete details of its Product Catalog record:
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After clicking the icon, the record's detail view opens. Click the "Add" button to add it to the quote as a quoted line item. To close the Product Catalog record's details without adding the product as a line item, click the "Cancel" button.
Opportunities ProductCatalog Previewing Details

Favoriting Products via Dashlet

For products in the product catalog that you use often and would like easier access to, you can mark the product as a favorite when viewing the details of the record. Simply click the star icon to the right of the product's name in the upper left of the record view to designate it as a favorite. To close the product catalog record's details, simply click the Cancel button. If you wish to remove the product as a favorite, click the star again to revert it to white. After a product is marked as a favorite, it will appear under the Favorites tab of the Product Catalog Quick Picks dashlet.
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Product Catalog Quick Picks Dashlet

The Product Catalog Quick Picks dashlet provides easy access to products in the product catalog that you recently used or marked as favorites. The dashlet consists of two tabs (Recently Used, Favorites) and is located next to the quote form when creating a new quote and also in the Quotes record view intelligence pane. If the dashlet is not displayed in the intelligence pane, you can add the dashlet by editing the dashboard. For more information on adding dashlets, refer to the Dashboards and Dashlets documentation. The Recently Used tab allows you to see a list of products from the product catalog that you most recently added as line items on a quote worksheet. While the Favorites tab displays a list of products that you have marked as favorites. For more information on marking products as favorites, refer to the Favoriting Products via Dashlet section of this page.
Quotes ProductCatalogQuickPicksDashlet1

You can select products directly from the Product Catalog dashlet or the Product Catalog Quick Picks dashlet to instantly add it as a line item on the quote worksheet. For more information, refer to the Creating Quoted Line Items via Product Catalog section of this page. Once the product is added as a quoted line item, you can refresh the page and it will appear under the Recently Used tab of the Product Catalog Quick Picks dashlet. Please note that the dashlet will display up to 10 products that you most recently used across quote records.

Favoriting Products via Dashlet

In addition to favoriting a product when viewing the details of the record via the Product Catalog dashlet, you can also mark a product listed in the Product Catalog Quick Picks dashlet as a favorite. Simply click the icon to the left of the product's name under the Recently Used tab to access the product catalog record.
Opportunities ProductCatalogQP ProductDetails

Click the star icon to the right of the product's name in the upper left of the record view to designate it as a favorite. If you wish to remove the product as a favorite, click the star again to revert it to white. To close the product catalog record's details, simply click the Cancel button.
Opportunities ProductCatalog Favorite1

After a product is marked as a favorite, it will appear under the Favorites tab in alphabetical order. By default, the dashlet displays 8 products per page, and you can use the arrows and numbers to view additional favorited products. You can easily select a product under the tab to add as a line item to new or existing quotes. For more information on adding line items using dashlets, refer to the Creating Quoted Line Items via Product Catalog section of this page.
Opportunities ProductCatalogQP FavoritesTabs

Creating Opportunities from Quotes

Opportunity records in Sugar represent prospective sales. As you interact with your client and present the quote for your products and services, you can create an opportunity from the quote's detail view to track the quote's progression through your organization's sales stages. The new opportunity is populated with the original quote's values to reflect the opportunity name, account name, expected close date, best, likely, and worst amounts. Any other populated fields will be based on the default values as they are defined in Studio for the Opportunities module. On save, the new opportunity record will automatically be related to the quote record in Sugar, and the quote record will show that it has been converted.

Note: For instances using revenue line items, each quoted line item on the quote will become a revenue line item related to the newly created opportunity record.

To create an opportunity from a quote, navigate to a quote's record view. Select "Create Opportunity from Quote" from the Actions menu. If the option is grayed out in the menu, confirm that the quote's Opportunity Name field is empty and that the quote record is labeled "Not Converted". Quotes that already relate to an opportunity are considered converted and cannot be converted into another related opportunity.
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Sugar will instantly create and save a new, related opportunity and redirect you to the opportunity's record view. You may update the opportunity if needed by clicking "Edit" and then saving the changes. The opportunity's Quotes subpanel will display the originating quote record. Click on the quote's name and the quote will now display the related opportunity's name in the Opportunity Name field and the quote's label will display "Converted".
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Downloading Quotes as PDFs

Users can download Sugar quote records in PDF format via the quote's Actions menu or from any Quotes subpanel on a related record. By default, the quote can be formatted as either a quote or an invoice, but administrators may create new quote PDF templates or modify the default templates via Admin > PDF Manager. For more information, please refer to the PDF Manager documentation in the Administration Guide.

The Download PDF option enables you to easily download the quote to your machine and email or print and mail it to your client outside of the Sugar application. The default PDF formats list the details (e.g. quantity, product name, etc.) of the items or services for purchase as well as any comments and pricing information. Once the client approves the quote's terms and agrees to purchase your product or service, you can generate an invoice for payment.

To download a PDF from the quote's record view, find the Download PDF option in the quote record's Actions menu and the available PDF formats will be listed in the subsequent rows. If the PDF options are hidden, simply click on "Download PDF" to expand the PDF options. Click on the PDF format that you prefer (e.g. Invoice or Quote). 
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To download a PDF from a related record's Quotes subpanel, expand the Actions menu for the quote record in the subpanel and find the Download PDF option. The available PDF formats will be listed in the subsequent rows. If the PDF options are hidden, simply click on "Download PDF" to expand the PDF options. Click on the PDF format that you prefer (e.g. Invoice or Quote).

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After downloading the file, locate the PDF in your browser's footer or in your computer's Downloads folder. It will be named Quote_Name.pdf where Quote_Name is the name of the quote record with underscores in place of space characters (e.g. a quote named "300 Software Licenses" will export with the file name 300_Software_Licenses.pdf).
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The .pdf document will contain all of the information from the quote's worksheet as well as the quote number, assigned user's name, and billing and shipping information.
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Currencies and Quotes

Sugar allows your organization to perform business around the world by supporting multiple currencies. Administrators must first add desired currencies and exchange rates to Sugar via Admin > Currencies. They also have the ability to set the instance's default currency via Admin > Locale. This is typically the currency of the country where the majority of business is conducted. For more information, refer to the System documentation in the Administration Guide.

Each quote record has a Currency field in the Quote Settings panel where you can specify the currency being used for the particular business transaction. By default, the field displays the system default currency unless the user's preferred currency is defined in their user profile. When line items are added to the quote's worksheet, the default currency for each line item will vary depending on how it is entered (manually or via Product Catalog). Line items built from product catalog items will use the product catalog item's selected currency by default while custom line items will use the quote's selected currency. For more information on creating and managing the Product Catalog, refer to the Products and Quotes documentation in the Administration Guide. Please note that you can change each line item's currency from these defaults as desired. 

For each line item in the quote's worksheet, the unit price and line item total values will display in the quote's selected currency. However, if the line item's currency differs from the quote's currency then the Unit Price and Line Item Total fields will display the transactional amount, in the line item's currency, in a grey box next to the converted amount in the quote's currency. Please note that the Show Preferred Currency option in the user's profile will not affect the line items in the quote's worksheet. 

In the following example below, the quote's selected currency is Euros (€). The first line item is a custom quoted line item that was manually entered, so it uses the quote's selected currency (Euros) by default. The second line item (TK 1000 Desktop) was created from a product catalog item, so its transactional value (grey box) uses the catalog item's currency, US Dollars. Now, since this line item's currency differs from the quote's currency, the converted amount will display next to the grey box using the quote's currency (Euros). Please note that if the second line item's base currency was changed to the quote's currency (Euros), then the unit price and line item total values would just display in the quote's currency.
Quotes CurrenciesAndQuotes

In the Quotes list view, there are two currency-type fields where the values are displayed using different currencies:

  • Grand Total : Displays the total sum of all the groups and line items in the quote using the quote's currency.
  • Converted Amount : Displays the grand total amount converted to the system default currency (grey box) and the viewing user's preferred currency (if the Show Preferred Currency option is enabled).

Quotes CurrenciesAndQuotes QuotesLV

For more information about converted currency amounts, refer to the Updating Currency Rates section of this page.

Note: Quote currencies work differently in Sugar Mobile. See the Totals and Shipping section of the Android and iOS User guides for more information on how the mobile application uses quote currencies.

Grand Total vs Converted Amount

The stock Quotes list view contains two fields, Grand Total and Converted Amount, that differ in functionality. The Grand Total field displays the total sum of all the groups and line items in the quote using the quote's selected currency while the Converted Amount field displays the grand total amount converted to the system default currency. If the viewing user's Show Preferred Currency option is enabled in their user profile, the Converted Amount field will also display the converted amount in the viewing user's preferred currency. For more information on setting a user's Preferred Currency and Show Preferred Currency options, refer to the Getting Started documentation.

The primary differences between these fields and options are as follows:

Field Name Value Displayed Method to Update Value
Grand Total The total sum of all groups and line items in the quote using the quote's selected currency Updated by editing the quote record
Converted Amount (system default currency)

Grand Total amount converted to the system default currency based on the system-defined conversion rate

Updated by a scheduled process when the relevant exchange rate is modified via Admin > Currencies. For more information on how currency changes affect the Converted Amount value please see Updating Currency Rates
Converted Amount (user's preferred currency) Grand Total amount converted to the viewing user's preferred currency as specified in their user profile based on the system-defined conversion rate Updated by modifying the relevant exchange rate via Admin > Currencies. For more information on how currency changes affect the Converted Amount value please see Updating Currency Rates

Updating Currency Rates

When saving a quote in a currency that differs from the system-defined default currency, Sugar will store the conversion rate for that currency at the record level. This conversion rate is used to calculate the converted amounts when the quote's currency differs from the system default currency. To keep amounts historically accurate, the conversion rate will only update on a quote provided the quote stage is not set to "Closed Accepted", "Closed Lost", or "Closed Dead". If the quote is in any other stage, the conversion rate will update under the following scenarios:

  • The quote undergoes a save event (e.g. mass update, manual save, etc.) and the record's currency has a different conversion rate defined in Admin > Currencies than is currently saved in the quote.
  • An administrator updates the currency exchange rate under Admin > Currencies. This will trigger a scheduled job which updates all quotes saved with that currency to the new rate.

When the viewing user's profile has the Show Preferred Currency option enabled, the Converted Amount field displays the Grand Total amount in the user's preferred currency. In this case, the conversion rate used to calculate the Converted Amount's value is drawn directly from the conversion rate at the system level rather than any conversion rate stored on the record. This means that the value will always use the current conversion rate regardless of the opportunity's sales stage. For this reason, the Converted Amount field should not be considered historically accurate for closed quotes when it is using the user's preferred currency. For information about setting a user's Preferred Currency and Show Preferred Currency options, please refer to the Getting Started documentation.

For more information about currency exchange rates, please refer to the System documentation in the Administration guide.

Filtering on Currency Fields

Amount fields are filtered according to the record's set currency rather than being standardized to the user's preferred or system default currency. In the list view, filtering quotes by a currency field allows you to specify the filter's currency. Only records matching both the chosen currency and amount range will be returned. For example, if you filter based on a Grand Total value of 1,082.50 in US Dollars, then the search result will return a quote with a Grand Total value of $1,082.50 but will exclude values of €1,082.50 or other currency values which are equivalent to $1,082.50.
Quotes FilteringOnCurrencyFields LV

When filtering in reports, you will only specify the amount range, and any record matching that amount, regardless of the record's currency, will be returned. For example, if one quote's Total value is $500 in US Dollars and another's is €500 in Euros, a report filtering for a Total value of exactly 500 will return both records.

Last modified: 2019-11-21 22:02:41