Building a quote
Last updated
Was this helpful?
Last updated
Was this helpful?
To add items to the quote, click the Add product link, which will bring up the the product picker where you can browse available plans and products. First you select a product, then a plan and finally a price list.
Notice that for a plan to show up in the product picker, the current date needs to be within the plans availability dates and the plan also needs to be visible to sales.
Once the plan is added, the quote's total will be updated. You can modify quantities and discount inline by clicking on the input fields.
When there are already active subscriptions on an account, Bunny will attempt to co-term additional subscriptions to ensure the customer receives as few invoices as possible. This also makes it much easier to handle renewals since all subscriptions will be renewed at the same time.
When new plans on the quote are co-termed with existing plans on the account's subscription, the charges will likely be prorated. For example, if you are adding a $100/year charge three months into an existing subscription, the charge will be prorated by 25% to ensure the customer only pay $75 for the remainer of the current
There are several ways to adjust discounts for a quote item.
Adjust discount
Adjust unit price
Adjust total - this will automatically adjust the unit price to match the quantity specified
While a 10 percent discount looks nice, it may produce odd unit prices or totals and you can use the two other fields to arrive at a clean unit price or term total, which may make the quote look more appealing to the customer.
If you have configured the Avalara AvaTax plugin, Bunny can automatically add tax to the quote. This requires the account to have a valid address as well as valid tax codes on the charges in the product catalog.
To update the sales tax, click the calculate tax link that appears next to "Taxes" in the totals below the quote.
