Creating a Quote

Quotes generated in Steelhead are able to pull in data stored elsewhere in the software.

Related Video:

March 2025 Update to Quoting

Creating a Quote

To generate a Quote, go to the Quotes Dashboard (from the Sales Section of the Homepage) and perform the following steps:

1. Click the "New Quote" button.
   

Quotes can be created elsewhere, such as when adding a Quote to Sales Order Lines or when receiving Customer Parts. From those pages, some Quote details can auto-populate. Usually, you can continue to the following steps.

Basic Details

2. Name your Quote or leave the Name field blank to automatically generate an ID.
3. Assign yourself or an employee who will oversee the Quote and follow up if needed.
4. Identify the Customer who will receive the Quote. You also have the option to create a new Customer if they are not already in the system.
   a. Once a Customer is selected, you will be prompted to choose an Address and Contact for the Quote. These will remain attached if the Quote is converted to a Sales Order.
   b. Existing Customer data will be available to choose for these fields.
5. Identify the date that the Quote will be valid until (the expiration date).
6. Set a Follow Up Date and Order Due date for workflow planning. These dates will generate alerts in Steelhead if the Quote does not progress to a Sales Order according to your planning.
7. If Custom Inputs on Quotes are enabled, enter as needed.
8. Click SAVE.

Part Number Pricing View

9. Navigate to the "Part Number Pricing" view and add Part Numbers to the Quote.
   1. Decide whether the "Generate Lines" switch should be toggled on or off.
      • On - will automatically create Quote Lines based on Part pricing (this is the default setting).
        
      • Off - will allow Quote Lines to be created manually (the default can be switched to this in domain settings).
   2. Click the +ADD PART button in the "Parts" section of the Quote screen. Choose which Part(s) you want to add to the Quote.
   3. Select the Process that the Parts will go through. This may include opt in/outs and Treatment selections.
   4. If Custom Inputs on Quotes are enabled on the Add Parts table, submit as needed.
   5. Enter a quantity of Parts, if applicable. If no quantity is entered, it will assume per part pricing.
   6. Confirm or adjust pricing.
   7. Click SAVE PARTS.

Power Quoting & Price Builders

If Power Quoting is enabled, there will be an Enable Power Tools toggle on the Quote page that can be used while quoting parts. When the toggle is switched on (which can be defaulted in domain settings), code will run in the backend and generate a price. This calculation is set up by Steelhead or someone with TypeScript knowledge and may be dependent on Process, Treatments, Custom Inputs, Price Builder, etc.

Price Builder can be used with or without Power Quoting.
To set up Price Builder:

• Associate a Treatment with a Process.
• Associate a price with a Treatment.
• Add a part to a Quote, with the Process and Treatment selected.
• The Price Builder appears, with the ability to fill in quantities as necessary.
• Add additional Price Builder items by clicking the "Add Price Builder Item" plus icon in the action column of the Part price line.

If Price Builders are not factoring into the pricing, Power Quoting may be on and incorrectly handling the data. Turn off Power Quoting if only Price Builder is preferred.

Quote Lines View

10. Navigate to the "Quote Lines" view and review the Quote.
    The Quote Lines view is for preparing lines to eventually be converted to Sales Order lines.

11. If the Quote lines need adjustments, do so.

There are many buttons found in this view:

(a) The top row of buttons includes multiple ways to manipulate the Quote Lines and Line Items.
Auto Create - will automatically create Quote Lines and line items from the Part Number Pricing section.
Bulk Price - will combine all Part Number pricing into one Line and Line Item.
Merge Lines - will place all existing Line Items onto one Line.
Clear All - will clear everything displayed.
Revert Changes - will reset the displayed data to the last saved version.
Save Changes - will save all displayed data (and will allow for further editing if desired).
(b) Add as Quote Line plus icon to the right of a part in the Part List - will add a new Quote Line and Line Item with the Part pricing details.
(c) Add Quote Line - will generate an empty Quote Line and Line Item.
(d) Add Product - will allow selecting of a product price and quantity to add to the associated Quote Line.
(e) Add Line Item - will generate an empty Line Item in the associated Quote Line.
(f) There are a few icon buttons to perform actions within a Quote Line.
Arrow icons - will move the Lines up or down.
Pencil icon - will open the Line and Line Item(s) for editing.
Trash icon - will delete the Line or Line Item.
(g) The plus icon in the Part Number column of Line Item - will allow linking additional Part Number pricing Lines.

Additional Tips

If a Quote becomes large, use the "Jump to Line" feature to search for a particular line. Use CMD+J or CTL+J to automatically focus on the entry box.

Search for Part Numbers in the Part List.

Drag and drop a Part Number from the Part List to quickly create a Quote Line. You can also drag and drop between two lines.

Notes and Files

12. Add notes or files to the Quote, if necessary.

• To add notes, click on the pencil icon in the "Notes" section near the top of the Quote.
• To add files, click on the "Upload" button in the "Files" section near the top of the Quote. Select the file(s) to attach, or drag and drop into the dialog box.

Terms and Conditions can be added to Quote PDFs as well.

• Contact Steelhead Customer Success for help.

Sending a Quote

When the Quote is ready to send, click the "Email Quote" button and complete the following:
1. Confirm the recipient's contact information.
2. Add or confirm your message. This includes subject, attachments, company logo, etc.
a. You may request a signature from the Customer, if this has been enabled in Domain Settings.
3. Click "Send" when the email is ready to go.

To view a Quote PDF before printing or emailing to a customer:

• Click the Open PDF button on the Quote.
  • Click Procure Customer Signature to record an in-person customer signature.
    OR
  • Click the Click to View Quote button in the email preview.

Bulk Actions

If multiple Quotes need to be printed or sent to a Customer, complete the following:

1. Select Quotes from the Quote table list.

• Click +SELECT ALL PAGED CUSTOMER'S QUOTES to select all the Customer Quotes for the displayed page.

2. Click BULK ACTIONS.
   

3. Click Send Email to create an email with all of the selected Quotes.

Part Number Prices

If a Part is Quoted, the Quoted price will appear on the Part Number page.

On the Part Number, click the "Unit Price History" link on the right-hand side to view current pricing and Sales Order pricing history.

Part prices will appear as options when Quoting or at order entry. If a price is set as "Default," it will be auto-selected as the price over any other price.

If a price is set on a Sales Order Line Item, it will not automatically save the price to the associated Part. You must add pricing directly to the Part Number.

Make Quote Prices Default Prices

Default prices of all the Parts on a Quote can be updated at once:

1. From the Quotes Dashboard, select a Quote.
2. Click the three dots in the top right corner of the page.
3. Select "Set Prices as Defaults."
4. Deselect any Part Numbers not needing price defaults and click "Update Default Prices" to make the change.
   

Pricing Part Numbers Without Quoting

Part Numbers can quickly be priced without creating an actual Quote.
To do this:

1. Open the Part Number.

2. Click the plus icon to the right of "Pricing" under the main Part Number details section. This icon is also in the "Edit Part Number" dialog, found in various places.

3. Enter any pricing details and save.
   

4. Click the three dots next to a Part Number price in order to modify them.
   

There are a few price modification options, such as:

Set as Default - Will make the particular price dominant over any other prices for the Part Number.

Edit - Will pull up the Part Number Price dialog.

Create Quote for Price - Will pull up the "Create Quote" dialog where the price can be converted to an actual Quote.

• Must choose a Customer if it isn't already auto-filled from the Part Number.

"Archive" - Take care, this will remove the price from the Part Number.