{"id":228,"date":"2019-02-28T20:29:40","date_gmt":"2019-02-28T20:29:40","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=228"},"modified":"2023-03-27T04:21:34","modified_gmt":"2023-03-27T04:21:34","slug":"rfq-general-information","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/sales\/quotes\/rfq-general-information\/","title":{"rendered":"General Quote Information"},"content":{"rendered":"

The created Sales Folder attributes to the Lead who the system considers to be the primary owner (Owner 1) of the Site where the construction will take place. The system loads the Lead\u2019s name and contact email into the contact information of the Owner 1. In addition, you can specify up to two additional Owners of the site. You can further nominate these Owners (2 and 3) as signers of the electronic legal documents that will be required for signing. Additionally, you may need to enter the contact email address if you send the electronic document for signing.<\/span><\/p>\n\n\n

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    \n
  1. Initiate the RFQ Management for the Lead.<\/span><\/li>\n\n\n\n
  2. On the <\/span>General<\/b> tab, specify the following information:<\/span>
    \n\n\n\n\n\n
    Owner 1\/2\/3<\/b><\/td>\nSpecify the full names of all land owners. By default, the system uses the full name of the current Lead. You can enter up to two additional land owners.<\/span><\/td>\n<\/tr>\n
    Documents Signer<\/b><\/td>\nCheck the box to add the signature block for the owner\u2019s signature.<\/span><\/td>\n<\/tr>\n
    Email for Owner 1\/2\/3<\/b><\/td>\nSpecify the email address of all the legal land owners.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n\n\n\n
  3. Specify information about what the Sale will be subject to, as follows:<\/span>
    \n\n\n\n\n
    Show on RFQ<\/b><\/td>\nCheck the box if you want to add an additional text paragraph into the Quote document.<\/span><\/td>\n<\/tr>\n
    Description<\/b><\/td>\nUse this field to detail anything the Sales is Subject to.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n\n\n\n
  4. Review the default content used for the Quote and update it if needed, as follows:<\/span>
    \n\n\n\n\n\n
    Quote is Valid, days<\/b><\/td>\nUpdate the number of days the quote is valid for.<\/span><\/td>\n<\/tr>\n
    Paragraph<\/b> 1<\/b><\/td>\nUse this field to add details that will appear above all of the Quote Items.<\/span><\/td>\n<\/tr>\n
    Paragraph 2<\/b><\/td>\nUse this field to add details that will appear below all of the Quote Items<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n\n\n\n
  5. Add any additional Notes regarding this Sales Folder using the Memo field if needed.<\/span><\/li>\n\n\n\n
  6. Click Process<\/b>.<\/li>\n<\/ol>\n\n\n\n

    Note<\/b><\/p>\n\n\n\n

    You can define the default content for the Quote within the Sales variables<\/a> in the Default Content for Quote option group.<\/span><\/pre>","protected":false},"excerpt":{"rendered":"
    The created Sales Folder attributes to the Lead who the system considers to be the primary owner (Owner 1) of the Site where the construction will take place. The system loads the Lead\u2019s name and contact email into the contact information of the Owner 1. In addition, you can specify…<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[50,95],"ht-kb-tag":[],"class_list":["post-228","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-quotes","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/228"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=228"}],"version-history":[{"count":4,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/228\/revisions"}],"predecessor-version":[{"id":9051,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/228\/revisions\/9051"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=228"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=228"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=228"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}