Quote Roller Features - Pricing tables & Catalog Overview -- Recorded 1/30/2014

Learn all about Quote Roller Pricing tables and Catalog Overview. Learn the best use practices for the pricing table. Learn how to use Catalog items, Price lists, optional items, quanittiy editable, taxes and much more.

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Closed Caption:

good afternoon everybody thank you so
much for attend this webinar
today is Thursday generate have 2014
and this is the colour price in Table
catalog overview
in this webinar will go into further
detail on how to use a price in Table
the catalog and configure them for your
proposals and for your clients
we will have a live Q&A session at
another presentation
but we do have Spencer in the background
ask to answer questions as well
and you can use to go too many questions
box do that but please note this is
member the same for the pricing table
and for the catalog overview my name is
Jameson on customer sport manager here
at waller
and what I do what I can to show you a
couple different vein so now we gotta
jump right in
so first of all here's an example I'll
be fully configured and set up
pricing table that you can set up with
your account
and we get Shaba change the colors of
the headers and so forth we at have
options for images
and Los a cock by using optional items
and quantity edible items
and all much different things within
that first here's we're on our website
which is quite well dot com
and we have a lot of great information
out here including
I'll pricing information templates in
our blog are one thing I'd
derecha managed to check on her blog
from time to time we have a lot of
excellent content
and help you with I wanna send
information to your clients
I'm going to log radium so here we are
now to dashboard now
love for some %uh view this will be a
refresher for some you this will be new
Arbel will go through different parts to
the application today and talk bout
everything that has to do with the price
in Table and catalog so
for some gonna into going to tablets
rock biker and in templates
arm if you have not read here on campus
yet this is something I was a little
recommend that you do in or help you
save some time or long run
but this couple different options in
here that we want to talk about but the
price india
so for Sunday's edit content and then
the section that I have I have a sec to
hear calls fees
we have this pricing table that I have
added and within the price in table we
have a couple different options for six
you're using the catalog priceless you
can automatically have that
comically filled out are if you do use
that option we'll talk more about that
also we have the two different types the
table layouts and this is the reason why
I want to take in the day
for sis we have the I default layout
that looks like this
so you have the pictures and have a full
life headers up there
and this one is more configurable army
if you make any changes or colors and so
force last one that will soon be using
for today
the other one is the simple layout and
that's what this one looks like this you
don't have the options for the pictures
arm and you don't have all the extra
Henderson fields up there
soul I it's up to you how you want to do
that but we certainly recommend the
first one cuz has more power
flexibility for with that so once again
that's a pricing table
at your pricing table you different
options there
I'm hit casserole quakers I don't want
to make any changes
the other thing that we're ok what we
want to do and tablets is under change
design
and in here of course is where you can
change the look and the feel the web
version the PDF version up your proposal
but if you scroll all the way down
you'll have this option here call table
headers
now this is where you can def for the
pricing table that you can use to get
the find the text the color of the text
that you're using
and the background-color: out the header
itself
and then with you also the options to
change the fonts
if you want to change the headers for
that some go back to
my cap it will quick here so once we
have the template you know they say take
some time
are set up your template in that that s
thing as you want to use templates or
create your temples to in order to
create your proposals
yes you can create a but your content
ass you trade proposal
button in for long-term use solar system
death and what using templates
so I'm going to catalog now this is one
of the main focus is for this webinar
and a catalogue of course is how you
define the information that you're
selling to clients
now we have a while arc arc what your
classes lot different
arm companies organizations out there
who use our software for a various
number of different reasons
for pre proposals and if the way so said
in the catalog up
animate break this down for you and
explain to you how this is used
so for some money at the catalogue we
have three different types of item we
have services
we have products we have descriptions so
under service
right here I'm gonna click on Add New
and a service is the finest
name a price a quantity
any unit any units is a way to the final
what you're selling so you can just buy
per hour per day per service per page
for example what's different ways
we also have a description box excellent
to describe this
this is something I recommend as well
max's we have a product and a proctor is
defined as a name
any price there's no units associated
with that in a description
a subscription is route to find biasing
name
appliance any period and the difference
between a subscription period any
service unit
as an astute a subscription is defined
as a ongoing type person REO
after the racial quotas over so for
example I hear hours a
real estate consultant error help people
some other web sites and I had a
subscription her column of the website
set up
and i charge my users my clients fifty
dollars per month
and this is a really great way to helps
put this information out on the pricing
table
along with it show the three different
types of items that you have
you can also create categories so for
example here you'll see
I have credit category her call social
media
and when I click on that ollie my items
that fall
into this category belong to social
media now categories are a great way to
help filter out information into use
your items faster in your rate in europe
polls
Nexus we have price list any priceless
is a combination
up services products and subscriptions
now a priceless is all stuff I
he also uses if you have different deals
going on or different product lines gone
I like pie
a product being Pike see lines you can
create your own price listen or to help
yourself
save some time for sis we have the name
at the top be
be very descriptive what this priceless
and pails
you have two different types of discount
type syntax types in currencies
in your different items that you can add
that are based upon your services
products and subscriptions that you don
so deftly think about using that we'll
talk politics further but prices as well
as we go forward here
maxis we have taxes and in taxes is if
you need to charge attacks for your
services stature be sending out your
clients here sry can add your taxes
are you can have as many taxes as she
walked in just wanna make sure that
wanna set the default
our show a lil bit longer how that works
and then we have said it's
incentives we have a great a couple
different options that you can do for
sissy can
turney images on if you want for your
catalog item song on
do that show you how that works blow
that we have services units sold the
intro the fault
services that are services units using
that were in your account
have not abuse work for you can simply
catcher on and you always want to make
sure that once that
fault blow that we have subscriptions
period once cannot be here should befall
want that automatically included with
your car
however you can always add your own as
well
Nexus the pricing table sections in here
I if you wanted to you could we arrange
the services products the subscriptions
within the pricing table
arm so when your client use that
information would be in that
although and all seeking Him and He
heard enable or disable them
if let's say for example you get what
you subscriptions all you have to do is
just checked that right there
and then that will not be usable within
your Paul's
what we want to make sure that
everything slept here file we have the
catalog cleanup
well this is something I recommend you
if you ever need to go through an update
your employer
clean up your informations withdraw your
account just be very careful miss you
read all the instructions on
so we talked about going into templates
and making those options for the pricing
people block
and then we went to the catalogue always
start we talked about all the catalog in
all the different items and things that
we can do
so we really have the two things in
order to create an awesome lookin
pricing people so I'm going on proposals
for a quick here
and then I'm gonna click on Create a
proposal
and I'm just gonna fail on something
here
I'm going to use the pricing table to me
the template that we've been
I showed you gonna tap a simple name for
the saddam inclined to have
and then I click Next
now here we are now within the pricing
table or step 2:
now when you first come in here and of
course you can click on you at a service
at a proctor at a subscription
and you can mami at them and if you want
or if you've got to the catalog in at
those you can simply use the drop-down
button
and click on the one that you wanna at
we also had this magnifying glass here
or you can click on
in or to search for an item or this is
the main reason why you want to add
categories to your items to help you
filter out this information
so let's say for example we wanted to at
this one although we would have to do
just click on the name
and is populated right with the map
two great options that we have his/her a
pre-nup within last month or so
for system Marquez optional item and
what this will do this will allow your
client to choose this
item within the proposal interviewing so
this a really good
a choice if the sea upright a product be
in proxy
and you you want to wonder your client
to choose one of those
well mark is optional is real good
choice
back some we have quantity edible and
what this will allow you to do this will
show a lawyer-client to modify the
quantity while few in the
Burton up web version of the proposal
now showing our example with that
of course have your first time and use
in the step to price
you can add your information herein
click on Save the catalog say that
information there
or are you can just simply click Save
Lotus a core issue same thing with
adding the product
and the same thing with adding the
subscription
then over on the right hand side we have
table pricing table settings
for sis we have discount type we have
options for line-item
discount and told this cup so I'll call
discount this latte
option down here to bottom that a
discount that reflects the entire cable
either by a percentage already fixed a
dollar amount
or you can use lime item discount end
you can set up percentage discounts
based upon
pole Line I'd Nexus we have tax type we
have total tax which is down here
bottom am I gonna refreshes for a quick
sec show you what that looks like
Sophie ever needed AT&T I a cold packs
you can click down here click on ad
attacks fill in the name
and the once again you can put this in a
buyer fixed or by a percentage rate
the our way in dude of course is lying I
have tax in here
you can set your taxes per specific
line-item based upon your catalog taxes
a couple different ways do in also we
have currency
course review if you're I outside United
States or pure 7
to customers outside the United States
course here you can
us like two different types currencies
that we have available on the
automatically update
table to blow this we have price list
member how we talked about in catalogue
price unless were you can
a crate those items are we have couple
different ways to do this one you can't
build out this table
right and then click on at the catalogue
price list
or you can go to catalog increase your
priceless
so co2 so here's why we have that
manually added
so watch what happens when I use 10 my
predefined prices lists
you then and there it is
now you can see how using priceless is a
great way to help yourself safe spot
now of course if the inning in the sales
type environment where you have multiple
sales people
you know this can definitely help them
as well so if you're the admin up the
out you can create some sup pricing
listened in your
our sales people could go through this
process
slack those to automatically fill in
that information sup
a manually Adam but of course is ask you
have a priceless you go on there that
you can modify the information SEC
fourth and all that type stuff as well
you know start here that I do have a
product called keyboard
and I do have set this as mark as
optional and quantity edible
and I will show you how that process
works so that's pretty much the
the pricing table or step 2 I'm not lot
of different ways to configure this
I like him said though use your catalog
are adding your items then
and then building your pricing tables
based upon your catalog items
is the best in the easiest way to
understand how to use
system summer going is she on offense of
the rest the proposal process here
offer Smith stop talk will step 3:
editor of course to go back out that fi
section member this is where the price
in cable will be displayed
and that's one thing that you do need is
a pricey
cable block because this is the
placeholder for the price
table that you created in step 2
sometimes I get some questions from
customers
contact me says how come I I created a
amazing pricing table but it's not
showing up
well that's one thing you need to have
that pricing table block
in I'm click next year
and their core step force to finalize
section who have all the different
options and all that type of stuff
and I just go ahead and he randomly you
save us at because I don't wanna send
this out
I'm a copy this link down here and on
the lower right for my name
so I can grab a copy the URL and their
number open up this proposal
trash how the client would view it now
once again if you haven't %uh send out
some democrat polls to yourself as well
that is something I usually recommend
arm
such as you have a feeling and
understanding %uh the system and make
sure you
case you're out your clients contact you
pop
about how to: the outlook infielder how
to use it what
but I'm go ahead and Sophie section here
and then that this a courses at the
pricing table that we have built
so you seen the I template to change
design options we can change the
background color
all this text and that the caller the
tax are you enough of their
we've added some images that are
associated with each of these items
mine that underneath here we have approx
products that we have a keyboard and
right now you'll see here that this is
greyed out and there is no subtitle
so if you use the optional item what pic
what your client can do is check this
box
ill automatically update that price in
Table in now that's included
with that and the sub total
the l1 a course is the quantity edible
option so let's say for example we
wanted Penn keyboards
all they would have to do is just type
in your number they want click update
the table automatically populates a mare
is the updated information
so deftly think about using optional
items
and F lee think about using quantity
edible
if those are available within your tap
business plan really really cool
couple different options
are gonna close out this popular thing
we want to talk about with Ms
sonogram close out this window go back
to quote waller
back some going talk but the settings
options that we have
and go down to some called labels and
emails
and what this is this is a way for you
to really customize
what your information will look like
we so we have a tab right here called
catalogue price in people
so let's say for example you don't like
the words name and description
well you can highlight that type your
own let's say that like services for
products or subscriptions you can modify
that
you can modify the pricing and quantity
headers
sup told total cost gran total tax disc
on an optional
a lots a different way news you can
configure this specifically for your own
and for your business needs
is def a look in the labels an email to
labels
so once again we go from settings the
labels and emails
labels and the catalogue price india lot
a great options and there's well
but we also have two different things
here with within the labels effort take
a look at that's all you want to change
except proposal but you can modify that
lot the dog crate suffers from there
alright well we're going on open up to
some live Q&A
so if you do have questions I'll please
use
the go to me Dean I'm questions but
and then we'll kind of pic map
way for some questions come and while
we're doing that i wanna talk about some
different way for some self-help
and different ways to learn about art
the pricing tables well
in your main ok what we learn how to
scroll all the way down
you'll have a link down here called FAQ
and if you click on that link this will
take you
into our new FAQ and support section
over here on the left us will break down
by the Coward the category with them the
account so for example cock but the
catalog in the pricing table
if you click on catalog here's all
different types of options in order to
use our system including hot it was a
service what its product
how to do priceless right how to add
images
lots of different things as well
is your plans to add a part number field
that is so part of our our redesign that
we're doing with what role are here for
the next few months
we're going to have this Mormon options
are the things that you can at
into I'll are your for your
I sent a plan for your proposals
I was looking for that writer on the a
second quarter of 2014
that
question does attacks also all tax the
services that can be defined
buyer different types of taxes that you
have
island I showed this real quick Google
back in this proposal
at this purples real quick
and go back to price in section
so the question was can you packs labor
law that all depends on the service that
she half
while recommand is that you use
line-item tax
and then you could set the taxes that
are needed or not need
for specific why not
I
question will be able to have compound
in tax federal tax some
provincial state tax that is something
that we're also working on for a future
release
arm right now are you would have to at
both lost taxes together in catalog
taxes
question do you need a set up a separate
priceless
pope rocked it the same product is
available under a multi currencies
%ah know because the catalog items are
set uniquely
you only set up the currency when your
trade in the proposal or the price list
excellent question question how do you
put in
I concert pictures in the Description
field I at this time we do not have a
way to add information to the
Description field
so let me go back to catalog services
here on click on edit
this so right now what we have a is this
description field right here
this is text only however this is
something that we're also working on it
for future release
but if you want to add an image well
first you have got a catalog same
settings and enable that but then you
can in them the picture window will open
up
click on choose fire from your computer
choose it from the computer hit uploaded
the BS
attached to this and we do recommend
that you have picture sizes
100 by 100 s passed away the best look
for pictures to add items
questionnaires so what format for images
are supported
are those big gifts I J pegs and pains
PNG files
a question about the you're a link I'll
image or description
I yes see if you wanted to
I'll add a high-profile
a web link to the Description box he
could do that
but it would not be hyperlinked just a
few
a couple seconds here male mission we
don't have any more questions
so once again we talked about so you
know going into tablets in mah to find
the price in Table block we talked about
the catalogue
going through that process and how do
you add your items to the system
and then use those things we talked
about including them in a proposal
in different ways to configure injured
if my options I'll we also talked about
the FAQ once again
if you have any questions are you want
to stand self-help you can also check
that out
we also will be a record in this webinar
will be included within the FAQ's well
arm but if you do need any questions or
concerns
abouts I how to use a system if you have
any feedback
please login and use the help slash
questions but the upper right-hand side
and I will get back to you as quickly as
possible
and there's a question about importing a
priceless
at this time unfortunately we do not
have that option to import
are you do you have to add them manually
with the catalog or going through the
proposal process
adding your items and then at the cap
well
once again everyone we thank you so much
for taking time out of your busy
schedules
and we hope you have so in you enjoy
what roller in as always
if you have any questions please contact
us using the help slash questions
popping up all right
and we all saw thank you once again for
your business and have a fantastic
even acre up