An In Depth Look at the Plan Comparison MSP Template This document will walk you through the use and modification of the Plan Comparison MSP Template. Once you have downloaded the template from the Quosal Marketplace, you should see it when you click on the New Quote button in the top navigation bar. At the top of the page, next to the word Templates there is a little gray gear icon. Clicking on this icon will take you to the Edit Quote Templates page of the Settings menu. From here, click on the template s name in order to edit it.
Once you have clicked on the template to edit it, you will arrive at the screen below. The red bar across the top lets us know that we are editing a quote template as opposed to a regular quote. Changes you make here will apply to all new quotes that are created using this template. On the template Setup screen, there are a few things you will want to do. First, edit the quote name so that it is more descriptive of the particular service or plan you are offering. You may also want to change which location the template defaults to, as well as the quote notes. This screen is also where you will access the Master Agreement field. This field is not shown on the screen by default, but can be turned on using the Additional Field menu on the Settings Page. Later on we ll take a look at how to access Additional Fields. There are a few other settings on this page you may also wish to change, depending on your workflow. If you are in an active implementation, these can be discussed with your Implementation Manager during an Admin Training Session or Business Process Review Session.
Next, we ll move on to the Publish Settings page. Here is where you decide on the default publish settings of the template. How packages print, which Order Porter template is used by default, as well as which quote forms are used by default in different situations. Order Porter specific settings are also accessed here. Use the screenshot above as a guideline for what you might want to have selected for this template. In this case we are allowing customers to decide between different plans on Order Porter by enabling the Show Tab Checkboxes/Radio Buttons checkbox. We ve also opted to show line item details, but aren t allowing the customer to change quantities or deselect particular items. The terms and conditions field on this page will display on both the quote form and Order Porter page. It is meant for a concise sentence or two about the terms of the quote. There is a different field for the full master agreement text which we will encounter later on.
Next up is the Terms and Recurring page. This is an advanced section for calculating payments over a set number of months. If you are unsure what to do on this page, use the Term Options panel on the left and click the red X button to delete the three existing terms. If you are curious about them and may wish to use them in the future, you can uncheck both the Is Printed and Is Selected checkboxes on all three term options to hide them temporarily. When you are comfortable with the basic functionality of Quosal and wish to learn more about terms and recurring, you may choose to set up a training session with a Quosal Implementation Manager, either using your existing extended services hours (for active implementations), or by purchasing hours. Contact support@quosal.com for more information.
The next page is called Prepare Content. This is where the majority of the quote s content is stored. The first tab we see, which is selected in the screenshot below, is the cover letter tab. There is already an item in this tab, which has some content in the Item Notes field. If we click on the pencil icon to the left, we can access this content to modify it. The Cover Letter tab is a great place to add a standard greeting for your customer. Don t worry about adding Dear Customer or Sincerely, Sales Rep. The quote form will dynamically add the greeting and signature using information from the quote.
The next tab is the Executive Summary tab. Once again, the pencil icon can be used to dive into specific items on this tab to alter their content. Use the green + symbol in the Quote Content menu to add a new item, or use the blue and white speech bubble to add a comment line. In the screenshot above, the first item is a comment line. This means it has no long description or any other fields associated with it. The next two items are line items. In the case of Pre Outline tabs, the long description acts as a sub header on the quote, and the item notes display as the paragraph content. The screenshot below shows how this tab looks when published.
The Executive Summary tab is known as a Pre Outline tab. Click on the lightning bolt menu on the tab itself, then click on the pencil icon in the drop down menu to access the tab edit screen. Within this same dropdown menu, you will also find options for duplicating or deleting the tab.
Once on the tab edit screen, you can change the Tab Details, such as the Tab Name and Tab Description. Further down on the page are the Admin Only Tab Options. Here we can see that the Workspace Grid Format is set to Pre Outline. The Notes rich text field in the right column may not be shown by default. If you don t see it on this screen, you can turn it on via the Additional Fields page in the settings menu. The field is under the Tab Edit list and is called RtfNotes. Content entered in this field will display right below the tab name for product tabs. It does not display for Pre Outline and Post Outline tabs. Within the Tab Details section, you will notice a column of checkboxes. For Pre and Post Outline tabs, these should all be unchecked. The Is Printed checkbox specifically relates to the Order Porter page. Tabs with this checkbox checked will display on the Order Porter page. The quote form prints certain tabs regardless of this setting. Most notably, Pre and Post Outline tabs, which print on the form based on having the Workspace Grid Format of Pre Outline or Post Outline.
The next tab is the Customer Profile tab, which is meant to serve as a simple overview of how many devices or users are covered under the MSP. The items on this tab are purely for example purposes and can be modified using the item edit pencil icon, or deleted entirely. This tab can be deleted from the template if it is not needed. The screenshot below shows how this tab displays on the published quote form.
Next are the Plan tabs. There are 3 plan tabs set up on this template by default, but the template will support anywhere from 2 to 4 plan tabs. All of the plan tabs are part of the Plan tab group, which shows up in red text in the top corner of the tab. The items on these tabs are for example purposes only and should be modified or removed. There are a few things to keep in mind about items on the plan tabs: All plan tabs must have the same number of items. The items may have different descriptions or part numbers, but each item must have a corresponding item on the other plan tabs. Even if there is an item you don t want included on certain plans, you will still need to keep it on each tab. For those plans where it is not included, change the quantity of the item to zero, then change the Part # and remove the grouping code. All items must have a Part #. Even if the items are all internal service items, this field must be filled out in order for the plan comparison functionality to work correctly. Grouping codes can be set to bind the quantities of certain items together across tabs. The grouping code is one of the additional fields available for an item. In order to modify this field you may need to access the Additional Fields menu and turn it on. Items with the same values in the grouping code field will have their quantities bound together. When a grouping code is not set, having the same Part # will bind the quantities of items together across tabs. This is why it is important to have unique part numbers.
Below is a screenshot of how the Plan Comparison displays on the quote form. All the items from the plans are printed, with their respective recurring values (it is important to note that one time values will not display in this table). If an item has a zero recurring amount, or if it has a different description than its corresponding item on the other tabs (ex. Monthly Reporting vs. Quarterly Reporting), it will display Not Included instead of a currency value for that tab. One time only items, such as the per user setup fee example item will not display in this table. Instead, this one time value is subtotaled for each specific plan further on in the quote (as shown below), and is also displayed in the Quote Summary for the selected plan.
In addition to the Plan tabs, there is tab for Add on Services. This tab is meant for items that do not fit within the Plans such as additional services and other ad hoc items. You can also duplicate this tab if you need more tabs like it. Add on Services tabs can have a combination of one time and recurring items, such as the example shown below. This displays in a table with columns for both one time and recurring prices. If the tab as a whole has only one time or only recurring items, the table display will adapt to only show those columns.
Lastly there is a Notes and Exceptions tab. The functionality of this tab is the same as the Executive Summary tab, but it prints at the end of the document since it is a Post Outline tab. Each item in Pre and Post Outline tabs may have an image associated with it that will print below the item notes. In order to add an image, click on the pencil edit icon to dive into one of the items, then scroll down to the Additional Fields section to insert a picture.
If you do not see the Picture field, use the gray gear icon to access the fields menu and select it. Once you are done, use the Back to Quote button. You can then proceed to load a JPEG image into the Picture field. If you do not see the Additional Fields section at all, use the settings page to access the Additional Fields menu (be sure to look at the Item Edit list of fields) and turn on the fields that you need. When you return to your template, you should see this section become visible right above the notes section. The Additional Fields menu is also where you can find the grouping code field, as well as the Master Agreement field. Unlike Picture and GroupingCode, the Master Agreement field will be located in the Quote Home list of fields. Once it is selected there, it can be edited from the Template Setup screen on your template. We recommend turning this field off when you are done editing it, as these fields are globally displayed for all users on all quotes.
The screenshot below shows how a Post Outline item image will display on the form.