In SmartQuote, we maintain a small gallery of models that will include all our door, shapes, and corner windows. For any door configuration that you cannot find in our gallery, please contact our Inside Sales department to see if a custom order to your specifications is possible. New Model Menu Once you have created a […]
In SmartQuote, we maintain a small gallery of models that will include all of our door configurations, shapes, and corner windows. For any type of window, you will need to follow these instructions to build a new custom configuration. Custom Configuration Menu Once you have created a new quote, select the + icon on the […]
You can make numerous quotes for one of your customers. The SmartQuote software gives you different ways to manage the status of quotes and committed customer orders, before you place the official order with our factory. How To Place An Order To The Factory Once you have added line items to your order and have […]
You may start this process in two different ways. By clicking the “Customers” icon on the primary navigation bar, you will be redirected to the “Customers” list view page. From here you can click the “New Customer” icon that will appear on the right of the gray secondary navigation bar. This will take you to the “Customers > New Customer” page that allows you to […]
What Is A Misc Line? All our customers have a different way of providing additional value and services to their customers. This feature enables you to add any custom line items you may need to communicate those unique values to your customer. One of the most important features of a Misc Line is that they will show […]
Once you have added a “New Model” or “New Configuration” to your line, you must edit all options to ensure that we build the window to your customers needs. This document will walk you through the process of how to navigate the following option tabs: Opening General Dimension Finish Glass Configurator Glass Options General Options This process will be […]
In order to save you time, where possible within the SmartQuote system we have given the user the option to make global changes across many or all lines items of a quote. Getting To The Global Change Menu To access the global change option, you need to be in a quote document that must have […]
In this document we’re going to cover the basics to help you navigate around the software like a pro. We’ll start with how to login, then show you the layout of the main pages. And also how to move between them and where to look for commonly used features. Login Launch the SmartQuote web-based quoting […]
Sales List View When you log in using a quoting ID, you will see the sales document list view. This view provides an overview of the activity related to your quotes and order documents. You can always return to this screen by clicking the All Weather Logo on the top left of the screen or […]
You can make numerous quotes for one of your customers, and our SmartQuote system provides a lot of tools to help you manage those quotes leading up to the order process. This document will go over the available quote statuses within the system. Your company will need to decide how to use these statuses, if […]
To start a quote, login to SmartQuote using your quoting ID. This will open to your Sales Document list, here you will find the “New Quote” icon on the top right of your screen in the gray secondary navigation bar. Click the “New Quote” icon to start a quote. Customer Setup Before you can enter a quote, you must select or […]
Our focus is exceptional, durable windows and doors with exemplary service. If you’re interested in learning more, let us know how we can help.
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