Managing Your Quotes
Updated Dec 20th, 2023
Who is this guide for?
Case Management Supervisors and System Supervisors
Convert2Client helps clients drive new & incremental revenue as your customers can go online 24/7 to get a quote without speaking with anyone.
This reduces the amount of administration needed and saves your firm time and money.
You can access your own Convert2Client portal, with the supplied credentials.
Dashboard
The first page will display your dashboard. You have a pie chart displaying Enquiries vs Instructions.
You will also see a graph showing number of quotes per month. You may select other years to view should you wish by ticking the relevant boxes. Further graphs are available underneath.
These will assist you with keeping track of the types of quotes being received, number of instructed quotes and instructed quotes by type.
Creating a New Quote
Clicking Quotes you will see a list of all quotations with their respective statuses will be displayed. Select New will allow you to create a new enquiry or new quote.
When generating a quote, you will be able to select a collaborator.
If the selected Collaborator fees are set, these fees will be applied in quote calculations. Otherwise, the Company fees are applied.
Reviewing Outstanding Quotes
From the Quotes and Enquiries tab you may filter the results, there are options to filter by the type of quote, status of the quote and whether you have used the DocuSign integration when sending the quote.
There is also an option to block specific IP addresses should it be desired.
Quotes can also be deleted. Other options can also be performed, view details entered previously, as well as view the client care letter history and resend the quote by email. You can also export the quote and the client care letter to Osprey.
| Export Quote to Osprey Approach | This Export the Quote directly into Osprey |
| Send Client Care Letter | This gives you the ability to send the Client Care Directly from Convert2Client |
| *Export Client Care Letter to Osprey Approach | this allows you to Export the Client Care letter into osprey |
| *Quote Enquiry Details | This will give you an overview of the Quote enquiry. |
| *Quote Details | This give you an overview of the Quote Details. |
| *Client Care Letter email history | this gives you a record of the emails sent on the client care letter |
| *Send Quote by email | this will send the Quote via email directly from Convert2Client |
| *Change Status | This has the ability to change it from prospect to Instructed or lost from the Enquiry stage. |
| Assign to | allows you to assign to any Convert2Client User |
| Schedule call back | Schedules a call back and then adds it to your Outlook Calendar |
| Schedule Email | Schedules an Email to be sent from Convert2Client and will automatically sent on the time and date you have set. |
| Schedule text | Schedules a Text to be sent from Convert2Client and will automatically sent on the time and date you have set. |
| Send adhoc email | sends an email directly from Convert2Client |
| Send adhoc text | sends an Text directly from Convert2Client |
| History | Shows you the History of the Quote |
| GDPR data redact | Redacts the Personal data from the quote but keeps the quote |
| Apply Discount | This allows you to apply a discount either on monetary value or as a percentage. |
Quote Enquiry Details
This is will Bring up the overview of the Quote Enquiry
Quote Details
This give you an overview of the Quote Details
Client Care Letter email history
this gives you a record of the emails sent on the client care letter
Change Status
This has the ability to change it from prospect to Instructed or lost from the Enquiry stage.
Assign to
You are able to assign the Quotes to any exiting Convert2Client users.
At the bottom of the received email there will be a link to click to add a signature and send it back automatically.
Apply Discount
You are able to apply either a discount of a value or of a percentage of the fee, when applying the discount enter the value and then click out of it to see how much the quote will be after the discount.
