Handle Inquiry to create a Quote

The Inquiry to Quote process is a Flow that can be started from a Project, from an Inquiry, or from a Bill of Quantity (BOQ). Baucore ships standard Quick Action buttons for the Flow on the page layout of each of these objects.

Steps, starting from a Project record

1. Select the Account requesting the quote — current Participants of the Project are shown in the selection list. If the Account isn’t a Participant yet, press New to select it directly.
2. Select the Account’s Role — it will automatically be created as a Participant of the Project.
3. Give the Inquiry a name. The flow suggests a name combining the Account name and the Project name.
4. Select the Author of the BOQ — usually the Architect or Planning Company. Current Participants of the Project are offered as options; if the Account isn’t a Participant yet, press New.
5. Create the BOQ record. The flow suggests a name combining the Project name.
6. Select the BOQ’s Language — together with the Template, this drives the automatically generated BOQ preview PDF.
7. Select the Price Book, which both defines the standard price of products in the calculation and filters which products are shown.
8. Define the BOQ content and the calculation.
9. Choose whether to automatically create a Quote as a copy of the BOQ, or do nothing.
10. If a Quote is created, select the Language and Template used to generate its PDF.
11. If pricing should be handled externally, enable Use individual account pricing.

Records created automatically

Running this process creates:

• Inquiry
• BOQ
• BOQ Line
• BOQ Calculation
• Participant
• Project Quote
• Project Quote Group
• Project Quote Line

Related

• Use Cases for Inquiry to Quote
• Getting Started with Inquiry to Quote
• Pricing Methods for Products
• Document Generation for BOQ and Quote