How do I create a sales quote?

  • Log into the Onsight B2B Sales app.
  • Tap on ‘Customers’ on the top of the screen. Your customer list will display.
  • Select a customer and tap ‘Select’. You are now in customer mode and the customer name will display at the bottom of the screen.
  • Tap on the back button in the top left and then tap ‘Products’.
  • Choose a product category (if applicable) and then choose a product.
  • Tap on the ‘+’ button next to the products that you want to add to your cart.
  • Use the back button to browse the catalogue and to add more products.
  • When done, tap on the cart icon in the bottom right of the screen.

You will now see a draft quote.

  • Option 1: Quick quote creation
    • Tap ‘Create Quote’
  • Option 2: Add further details to the quote
    • Tap ‘Next’ at the bottom of the screen.
    • Add fees and choose a payment method. Tap ‘Next’.
    • Add a delivery address. Tap ‘Next’.
    • Add a delivery date. Tap ‘Next’.
    • Choose a contact person. Tap ‘Next’.
    • Choose a sales rep. Tap ‘Next’.
    • Add a customer signature. Tap ‘Next’.
    • Tap ‘Create Quote’

The quote will sync with the admin console immediately if you are online or, if offline, as soon as you are online again.

You will shortly receive an email containing the quote PDF.

This article applies to the Onsight B2B Sales app that is available for iPhone, iPad, Android phone and Android tablet devices.