Introduction to Quotes

Select the Quote icon rom the Buddy Bar on BuddyCRM.

quotes menu item shown on the buddy bar in BuddyCRM

You will be taken to a list of all your existing quotes.

Screen Shot 2013-09-13 at 10.52.48


Here you can view all your quotes including when they were created and how much the quote is worth.

You can also delete a quote by clicking Screen Shot 2013-09-13 at 10.50.13


If you wish to search for a specific quote, click Screen Shot 2013-09-13 at 11.08.38 at the bottom of the Quote List box, this introduces a search box.


Screen Shot 2013-09-13 at 11.10.20


You can search by owner, company name, record type or quote number.


Screen Shot 2013-09-13 at 11.11.40



Once you have filled in your search requirements, press enter on your keypad and your results will appear.

How to…Add a Quote

Select  Quote from the Buddy bar.


Click new button to add a new quote.

Here you will be able to add in all of the details of your quote.

create a quote in BuddyCRM

Add your details and products for the quote. Adjust prices as necessary and then

creating a quote in BuddyCRM

Any notes you make on the quote can be entered here and if required to be visible on the quote, click the tick box below notes.

When you’ve finished entering the quote, press the SAVE button. save button A popup will appear to confirm.

quote added successfully in BuddyCRM

The quote will then appear in your Quote List. You can download a copy by clicking on the relevant download button.

quote list updated in BuddyCRM

How to…View more details on a quote

Each quote created in BuddyCRM is assigned a number. In the example here, the number is 1, shown in blue.


Screen Shot 2013-09-13 at 10.52.48


Click on the number 1 to take you to another screen giving you more details on the quote.


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Should you wish to edit your quote, click Screen Shot 2013-09-13 at 11.03.43


You can now edit any of the fields or add notes in the notes field.


Screen Shot 2013-09-13 at 11.04.51


Click Screen Shot 2013-09-13 at 11.05.16 to save and update your quote.