USR Quotes help

See the screens

Sample company data. Screens can change as the app improves; the steps stay the same.

Welcome to USR Quotes

USR Quotes lets your sales team make a quote from your price book, get a discount approved, send it for e-signature, and then follow the customer until they are live. It shows which quotes are stuck, so no deal is forgotten.

• Quotes made from a price book in INR and USD
• Discount rules, with approval above a limit you set
• E-signature, with a nudge for quotes nobody has opened
• Go-live checklist that follows a signed quote to the first bill
• Hand-over to USR Customer Success and USR Billing

Key ideas in simple words

• Quote. A priced offer to a customer, with lines, discount and terms.
• Price book. The list of your products and their prices, in rupees and dollars.
• Off list. The discount as a percentage off the list price.
• Approval. A manager's decision needed before a big discount is sent.
• E-signature. The customer signs on screen, so no printing.
• Stalled quote. A quote sent more than 7 days ago with no reply.
• Go-live. The steps after signing until the customer starts using the app.
• Bundle discount. A discount when the customer buys 3 or more apps.

A quote should be quick and correct

Many deals are lost because a quote is late or has a wrong price. The Price book keeps prices in one place, so everyone quotes the same price, in rupees and in dollars.

Discounts need a limit

Set the discount above which a quote needs approval. In the sample it is 15% off list. A second approver, such as the Finance head, can be added for deeper discounts, for example 25% and more.

A signed quote is not the end

The customer is not a customer until they are live and paying. The Go-live page shows each signed quote with its steps, such as 2 of 7 done, until billing starts.

What each role sees

Manager guide

1. Open Overview and read Needs a push. Click Nudge on a quote that has been viewed but not signed.
2. Open Approvals. Read the discount and click Approve, Send back or Reject.

Quick start in 5 steps (about 25 minutes)

1. Open USR Quotes and read the Overview: out for signature, stalled, signed, waiting approval, live and days from sent to live.
2. Open Price book. Enter each product, how it is charged and its price in ₹ and US$.
3. Click + Quote. Choose the customer and the products, and save.
4. Open Go-live and finish the steps for each signed quote.
5. Open Plan & billing and choose a plan.

Features step by step

5.1 Overview

Shows quotes that need a push and how many are signed and live. Steps: open Overview, click Nudge or Go live on a quote.

Tip: look at Needs a push every morning.

5.2 Quotes

Lists every quote with its customer, value, discount and status. Steps: open Quotes, click + Quote, choose the customer and the products, send it for signature.

Watch out: a discount above the limit goes to approval and cannot be sent until it is approved.

5.3 Go-live

Follows each signed quote through its steps until the customer is live and billing starts. Steps: open Go-live, click Open on a customer, tick each step as it is done.

Tip: hand every new customer to USR Customer Success on the day they go live.

5.4 Price book

The list of what you sell and its price, with your discount rules and terms. Steps: open Price book, edit a price or a rule, save.

Watch out: a price change applies to new quotes. Old quotes keep their price.

5.5 Approvals

Shows discounts and other items that wait for a decision. Steps: open Approvals, click Approve, Send back or Reject.

Tip: approvers can also decide from the email or WhatsApp message.

5.6 Plan & billing

Shows your plan, invoices and the plans you can choose. One bill covers every USR app through USR Billing.

INR excludes 18% GST. USD is for customers outside India. If a payment fails, you get a reminder on the due date and 3 and 7 days later. After 21 days the account becomes read-only, never deleted, until it is paid.

Leader guide

Open Overview and read Signed, Live this quarter and Sent to live. Open Go-live to see who is signed but not yet live.

Cheat sheet

Tips

• Send the quote the same day as the call. Nudge a viewed quote within 3 days.
• Keep the Price book up to date. Set a discount limit that you will not need to break.

If something is not working

Questions people ask

Can I quote in dollars? Yes. The Price book holds each price in ₹ and in US$.

Does the customer sign on a phone? Yes. The e-signature works on a phone.

Is there a free plan? Yes. Free allows up to 5 quotes a month with e-signature.

Does it connect to my CRM? Yes, Professional includes CRM sync.

Glossary

Bundle: a discount for 3 or more apps. E-signature: signing on screen. Go-live: steps until the customer is using the app. Off list: discount off list price. Price book: the list of prices. Quote: a priced offer. Stalled: sent more than 7 days ago with no reply.