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Creating Quotes
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Creating a Quote
Quotes can be created with or without the VIN or Registration Number. The VIN/Registration Number is requ...
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Adding a Standard Job to a Quote
Within an open quote, standard jobs are located in the left-hand panel for quick access. Additionally, yo...
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Adding Parts to a Quote
Within an open quote, parts can be added using the left-hand panel. These can be manufacturer parts or ad...
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Adding a Non-Standard Labour Cost to a Quote
Within an open quote, non-standard labour costs can be added using the left-side panel. Notes: DTU (Dec...
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Adding a Non-Standard Job to a Quote
Within an open quote, non-standard jobs can be added using the left-hand panel. To add a non-standard j...
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Identifying Fixed Prices
QuoteLink allows dealers to rapidly deliver an accurate service, maintenance, or repair quote. Within the...
Quote History & Updates
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Making a Copy of a Quote
If needed, you can create a duplicate version of a quote by making a copy of it. This is particularly use...
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Searching for a Quote
Use the Historic Quotes tab to search for an existing quote. Note: Search results can be sorted by headi...
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Printing a Quote
Once you have saved a quote in QuoteLink, you can print it out to share with a customer. To print a quo...
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Emailing a Quote to a Customer
Once a quote is saved in QuoteLink, it can be emailed to a customer. Notes: The customer must have a va...
Setup & Administration
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Setting Up Labour Rates by Brand
KB Article #8287 Administrators should set up labour rates for their locations to ensure accurate pricing...
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QuoteLink: Initial Setup and Administration
QuoteLink administrators play a vital role; it is their responsibility to ensure the dealer is set up cor...
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Adding/Removing a User
Administrators can add and disable users for QuoteLink. Users can only be disabled; they cannot be remove...
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Resetting a User's Password
Administrators can reset a user's password if they forget it. Note: Passwords must: Be 8-20 characters ...
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Setting Up Generic Fluids and Oils
Administrators must set up local litre prices for engine oils, gearbox oils, and coolants within QuoteLin...
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Setting Up Labour Rates
Administrators should set up labour rates for their location to ensure accurate pricing for their custome...
Menu & Support Options
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QuoteLink Video Tutorials
KB Article #6423
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Quoting When the Registration Number is Not Found
When using the registration number to find a vehicle, sometimes servicing menus are unavailable. This cou...
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PDF Files Don't Open
If PDF files don't open when using QuoteLink, either Adobe Acrobat Reader is not installed on the compute...
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Prices Not Shown for Individual Parts
Prices will not show for individual parts when a quote contains both a retail job and a promotional job. ...
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Incorrect VAT Rate
The most common reasons a VAT rate might be incorrect is due to custom-created parts or jobs attracting t...
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Contact QuoteLink Support
KB Article #5133 Want to talk to an agent directly? Contact OEC Customer Support via email at FCA.Support...