{"id":245177,"date":"2022-01-26T15:39:53","date_gmt":"2022-01-26T13:39:53","guid":{"rendered":"https:\/\/www.itscope.com\/?p=245177"},"modified":"2025-09-03T15:52:02","modified_gmt":"2025-09-03T13:52:02","slug":"quote-function","status":"publish","type":"post","link":"https:\/\/www.itscope.com\/en\/quote-function\/","title":{"rendered":"Quote function"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\"><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1372.8px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:20px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><p><span style=\"font-weight: bold; color: #333333;\">In the form of short video tuto\u00adri\u00adals, we demons\u00adtra\u00adte useful fea\u00adtures of the ITscope plat\u00adform in a quick and under\u00adstan\u00adda\u00adble&nbsp;way.<\/span><\/p>\n<p><span style=\"color: #333333;\">In the <a target=\"_blank\" href=\"\/en\/initiative-impulse-tutorialvideos-f\u00fcr-n\u00fctzliche-itscope-features\" rel=\"noopener\">first tuto\u00adri\u00adals<\/a>, we show\u00aded how to set up sup\u00adpli\u00ader accounts, opti\u00admi\u00adse your shop\u00adping carts and trig\u00adger orders. After that, we intro\u00addu\u00adced you to various appli\u00adca\u00adti\u00adons for the <a target=\"_blank\" href=\"\/en\/initiative-impulse-export-function\" rel=\"noopener\">export func\u00adtion<\/a>, and now our focus is on the quo\u00adte function.<\/span><\/p>\n<p><span style=\"color: #333333;\">With the quo\u00adte func\u00adtion, you can use ITscope to<span style=\"font-weight: bold;\">&nbsp;crea\u00adte attrac\u00adti\u00adve quo\u00adtes<\/span> fea\u00adturing your cor\u00adpo\u00adra\u00adte design and then send the\u00adse digi\u00adtal\u00adly to your cus\u00adto\u00admers. Text tem\u00adpla\u00adtes allow<span style=\"font-weight: bold;\"> fil\u00adling pre- and post-text<\/span> in your quo\u00adtes and can be edi\u00adted at any time. Via the ITscope cata\u00adlo\u00adgue, you can access more than 3 mil\u00adli\u00adon items in real\u00adtime and include <span style=\"font-weight: bold;\">addi\u00adtio\u00adnal pro\u00adduct details<\/span> in the line items of your quo\u00adte. The quo\u00adte func\u00adtion is available as an add-on start\u00ading from <a target=\"_blank\" href=\"https:\/\/www.itscope.com\/en\/pricing\/for-resellers\/\" rel=\"noopener\">ITscope Business<\/a>.<\/span><\/p>\n<p>Find out more on this topic, inclu\u00adding gene\u00adral tips, in the fol\u00adlo\u00adwing Video (Only in German).<\/p>\n<h4><span style=\"color: #333333;\">Creating quotes<\/span><\/h4>\n<p><span style=\"color: #333333;\">There are seve\u00adral ways to crea\u00adte quo\u00adtes in ITscope. Most com\u00admon\u00adly, this is done via the <span style=\"font-weight: bold;\">quo\u00adte page<\/span>, but it is also pos\u00adsi\u00adble to crea\u00adte a quo\u00adte direct\u00adly from the <span style=\"font-weight: bold;\">pro\u00adduct page<\/span><span style=\"font-weight: normal;\">,<\/span>&nbsp;from a <span style=\"font-weight: bold;\">pro\u00adduct coll\u00adec\u00adtion<\/span>, via the <span style=\"font-weight: bold;\">pro\u00adduct search<\/span> or via <span style=\"font-weight: bold;\">drag-and-drop<\/span>.<\/span><\/p>\n<p><span style=\"color: #333333;\">Find out more about crea\u00adting quo\u00adtes in our <a href=\"https:\/\/guide.itscope.com\/en\/kb\/creating-quotes\/\">gui\u00adde artic\u00adle<\/a>.<\/span><\/p>\n<\/div><div class=\"fusion-video fusion-youtube\" style=\"--awb-max-width:600px;--awb-max-height:360px;\"><div class=\"video-shortcode\"><lite-youtube videoid=\"t_nbugIMoQU\" class=\"landscape\" params=\"wmode=transparent&amp;autoplay=1&amp;enablejsapi=1\" title=\"YouTube video player 1\" data-button-label=\"Play Video\" width=\"600\" height=\"360\" data-thumbnail-size=\"auto\" data-no-cookie=\"on\"><\/lite-youtube><\/div><\/div><div class=\"fusion-text fusion-text-2\"><h4><span style=\"color: #333333;\">Calculation view<\/span><\/h4>\n<p><span style=\"color: #333333;\">In the cal\u00adcu\u00adla\u00adti\u00adon view, indi\u00advi\u00addu\u00adal pro\u00adducts or free text line items can be ente\u00adred and edi\u00adted, and indi\u00advi\u00addu\u00adal line items can be dele\u00adted. <span style=\"font-weight: bold;\">Surcharge and dis\u00adcount line items<\/span> can also be crea\u00adted and cal\u00adcu\u00adla\u00adted auto\u00adma\u00adti\u00adcal\u00adly by adjus\u00adting the \u2018Total net pri\u00adce\u2019 field. The <span style=\"font-weight: bold;\">mar\u00adgin cal\u00adcu\u00adla\u00adti\u00adon<\/span> pro\u00advi\u00addes you with an over\u00adview of how many pro\u00adducts your quo\u00adte con\u00adta\u00adins, as well as what mar\u00adgin will result from the con\u00adfi\u00adgu\u00adred&nbsp;quote.<\/span><\/p>\n<p><span style=\"color: #333333;\">Find out more about the cal\u00adcu\u00adla\u00adti\u00adon view in our <a href=\"https:\/\/guide.itscope.com\/en\/kb\/calculation-view\/\">gui\u00adde artic\u00adle<\/a>.<\/span><\/p>\n<h4><span style=\"color: #333333;\">Customise and send quotes<\/span><\/h4>\n<p><span style=\"color: #333333;\">The <span style=\"font-weight: bold;\">quo\u00adte view<\/span> gives you the opti\u00adon to cus\u00adto\u00admi\u00adse your quo\u00adte with fur\u00adther texts and details. The <span style=\"font-weight: bold;\">quo\u00adte texts and clo\u00adsing pro\u00advi\u00adsi\u00adons<\/span> are taken from the company-wide set\u00adtings by default and can be <span style=\"font-weight: bold;\">sup\u00adple\u00admen\u00adted or over\u00adwrit\u00adten with indi\u00advi\u00addu\u00adal details<\/span>.<\/span><\/p>\n<p><span style=\"color: #333333;\">Additional <span style=\"font-weight: bold;\">indi\u00advi\u00addu\u00adal items<\/span>, such as spe\u00adcial ser\u00advices offe\u00adred by your sys\u00adtem house, can also be added here. If you are alre\u00ada\u00addy using the <a target=\"_blank\" href=\"https:\/\/www.itscope.com\/en\/productdesigner\/\" rel=\"noopener\"><span style=\"font-weight: bold;\">pro\u00adduct desi\u00adgner<\/span><\/a> add-on, the pro\u00adduct search can be used to retrie\u00adve and add any ser\u00advice pro\u00adducts that have been created.<\/span><\/p>\n<p><span style=\"color: #333333;\">In the quo\u00adte, you also have the opti\u00adon of exchan\u00adging infor\u00adma\u00adti\u00adon con\u00adcer\u00adning the quo\u00adte <span style=\"font-weight: bold;\">direct\u00adly with your cus\u00adto\u00admer via chat, fle\u00adxi\u00adbly and regard\u00adless of the time<\/span>.&nbsp;<\/span><\/p>\n<p><\/p>\n<\/div><div class=\"fusion-video fusion-youtube\" style=\"--awb-max-width:600px;--awb-max-height:360px;\"><div class=\"video-shortcode\"><lite-youtube videoid=\"cOtlCeRo0sA\" class=\"landscape\" params=\"wmode=transparent&amp;autoplay=1&amp;enablejsapi=1\" title=\"YouTube video player 2\" data-button-label=\"Play Video\" width=\"600\" height=\"360\" data-thumbnail-size=\"auto\" data-no-cookie=\"on\"><\/lite-youtube><\/div><\/div><div class=\"fusion-text fusion-text-3\"><p><\/p>\n<p><span style=\"color: #333333;\">Find out more about cus\u00adto\u00admi\u00adsing and sen\u00adding quo\u00adtes in our <a href=\"https:\/\/guide.itscope.com\/en\/kb\/quote-view\/\">gui\u00adde artic\u00adle<\/a>.<\/span><\/p>\n<h4><span style=\"color: #333333;\">Quote purchasing board<\/span><\/h4>\n<p><span style=\"color: #333333;\">In the quo\u00adte area, a <span style=\"font-weight: bold;\">sepa\u00adra\u00adte purcha\u00adsing board<\/span> can be found, with the same opti\u00admi\u00adsa\u00adti\u00adon opti\u00adons as the multi-shopping-cart purcha\u00adsing board.&nbsp;Find out more about the quo\u00adte purcha\u00adsing board in our <a href=\"https:\/\/guide.itscope.com\/en\/kb\/understanding-the-price-optimisation-of-the-quote-tool\/\">gui\u00adde artic\u00adle<\/a>.<\/span><\/p>\n<h4><span style=\"color: #333333;\">Company-wide settings<\/span><\/h4>\n<p><span style=\"color: #333333;\">Company-wide set\u00adtings app\u00adly to all quo\u00adtes that are sent using the quo\u00adte func\u00adtion \u2013 regard\u00adless of the sender.<\/span><\/p>\n<p><span style=\"color: #333333;\">In the \u2018<span style=\"font-weight: bold;\">start num\u00adber<\/span><span style=\"font-weight: normal;\">\u2019<\/span> field, enter a start\u00ading num\u00adber after which each sent quo\u00adte will be num\u00adbe\u00adred con\u00adse\u00adcu\u00adtively. In the <span style=\"font-weight: bold;\">tem\u00adpla\u00adting set\u00adtings<\/span>, you can enter a stan\u00addard text for the quo\u00adte hea\u00adder, the item texts and a quo\u00adte foo\u00adter, indi\u00advi\u00addua\u00adli\u00adsed for your company.<\/span><\/p>\n<p><\/p>\n<p><\/p>\n<p><span style=\"color: #333333;\">Have any fur\u00adther ques\u00adti\u00adons? You will find the right ans\u00adwer in our <a target=\"_blank\" href=\"https:\/\/guide.itscope.com\/en\/\" rel=\"noopener\">ITscope Guide<\/a>. Our sup\u00adport team is also hap\u00adpy to help you per\u00adso\u00adnal\u00adly at <a href=\"mailto:support@itscope.de\">support@itscope.de<\/a>.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":26,"featured_media":245174,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"footnotes":""},"categories":[191],"tags":[],"class_list":["post-245177","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-platform"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Quote function - ITscope<\/title>\n<meta name=\"description\" content=\"We demonstrate useful features of the ITscope platform quickly and understandably in the form of short video tutorials.\u00a0This time round: the quote function.\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quote function - 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