Create a Quote Procedure

Updated on Nov 17, 2020

When you receive a request for a quote, follow these instructions.

Determine whether the request is coming from a customer or a new prospect.

Request is coming from a customer

Determine whether the customer wants to continue with the same plan or modify the plan.

Continue with the same plan
- Create a quote in Xero.
- Send the quote to the requestor
Modify the plan
- Create a quote in HubSpot and include modifications.
Not sure what the options are
- Send options from this web page: http://www.screensteps.com/pricing)

Request is coming from new prospect

Confirm the name of their ScreenSteps trial account.
- Has an existing trial/expired trial account
  - Confirm the plan they would like
  - Create a quote in HubSpot.
  - Send the quote to the requestor
- Does not have an existing trial/expired trial account
  - No problem. Do you know which plan you would like to get a quote for?
    - Know which plan they want
      - Create a deal in HubSpot. Click here for instructions.
      - Create a quote in HubSpot. Click here for instructions.
      - Send quote to requestor
    - Does not know which play they want
      - "That's OK. I'm going to put you in touch with our sales team so they can help you decide which option is best."

Example Site