There are a number of system setup records that must be recorded before you begin using ISQuote. We will input these records for you. Print this page and complete all sections below the best you can and return to us by email or fax. Interep Systems, ISQuote: Fax: 866-779-0173. If you have any questions, please call our office 888-277-4593 and someone will assist you.

Main Company ISQuote Contact

Main Contact Name:

E-Mail Address:

Phone:

IT Contact:

E-Mail Address:

Phone:

Users – Please list all users who will access ISQuote and the Role you wish to grant them.

Role

Permissions

Administrator

Administrators have full permissions through the system. An administrator can modify all site settings, add and delete users and all records.

Sales

A sales role allows the user to only view information and enter Job Tracking data.

Quote Entry

Quote entry has full permissions with the exception of modifying users and site records.

Role – Circle One

Enter uer name & preferred four characracter user code

Admin     Sales    Entry



Admin     Sales    Entry

Admin     Sales    Entry

Admin     Sales    Entry

Admin     Sales    Entry

Admin     Sales    Entry

Admin     Sales    Entry

Admin     Sales    Entry

Admin     Sales    Entry

Admin     Sales    Entry

Office Location

Please complete your office information.

Office Location #1

Name:

Address:

City:                                                                ST:                        Zip:

Phone:                                                            Fax:

Email:                                                              Website:

Office Location #2

Office Default E-mail Message

This default e-mail message will appear on all emailed quotes. (Note: the user has an option before sending a quote to modify this message.)

The system default message is as follows:

“This quote has been sent to you from <YOUR COMPANY NAME>. Please contact <COMPANY CONTACT NAME> with any questions or comments you may have.”

Would you like to change the above message? If so insert your message below:

Please use the following for my default office email message:

Header Disclaimer

This statement appears on every quote in the header panel. The systems default header is as follows:

“Please check this list with plans and specifications to avoid any possibility of error. Quote is subject to terms of sale as specified on the manufacturer’s current price sheet.”

Would you like to change or delete the above message? If so insert your message below:

Please use the following for my default office email message:

Footer Disclaimer

This statement appears on every quote in the footer panel. The systems default header is as follows:

“Items on this quote are based on current information provided to our company. Pricing and quote is valid for 60 days.”

Would you like to change the above message? If so insert your message below:

Please use the following for my default office email message:

Approval Letters – Section 1

This statement appears on every Approval letter sent from ISQuote. The systems default Approval Letter section 1 is as follows:

The undersigned requests consideration of the following:

PROPOSED SUBSTITUTION:

The items below include product descriptions, specifications, drawings, photographs, performance and test data adequate for evaluation of the request; applicable portions of the data are clearly identified.

The items below also include description of changes to Contract Documents which proposed substitution will require for its proper installation.

The undersigned states that the following paragraphs, unless modified on attachments, are correct.

1) The proposed substitution does not affect dimensions shown on drawings.

2) The undersigned will pay for changes to the building design, including engineering design, detailing and construction costs caused by the requested substitution.

3) The proposed substitution will have no adverse affect on other trades, the construction schedule, or specified warranty requirements.

4) Maintenance and service parts will be locally available for the proposed substitution.”

Would you like to change the above message? If so insert your message below or make changes above.

Please use the following for my default approval letter- section l message:

Approval Letters – Section 2

This section 2 statement appears on every Approval Letter sent from ISQuote. The systems default Approval Letter Section 2 is as follows:

The undersigned further states that the function, appearance and quality of the proposed substitution are equivalent or superior to the specified item.

Submitted by:

Signature:________________________________

For use by design consultant:

_____ Accepted _____ Accepted as noted

_____ Not Accepted _____ Received too late

By: ______________________

Date: ____________________

Remarks: ___________________________________

Would you like to change the above message? If so insert your message below or make changes above.

Please use the following for my default approval letter- section l message:

Footnotes

ISQuote allows you to use unlimited footnotes. Footnotes are used to make a comment on a quote or a line item and can be manufacturer specific for terms or conditions or a general comment. There is no default footnotes listed in the system. These fields are not mandatory. If you would like to have footnotes, list them below and we will enter them for you. (You can always add more later.) A few examples are listed here:

AE – Approved Equal – The item listed has been approved as an equal to the specified product.
VA- Voluntary Alternate – This item has been quoted as a voluntary alternate and is subject to approval.
BS - Base Specification - This item has been listed in the base specification.

Footnote Name

Footnote Description

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Customer Type

ISQuote utilizes a “Customer Type” that is useful when creating pricing matrixes. The default Customer Type is “General”. A Customer Type can be defined as a “Stocking” or “non-stocking” / General or Standard / Plumbing or Heating. You can define your industry specific Customer Type or just use the default “General” customer type.

Would you like to define other Customer Type? If so list them below.

Customer Types

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Default “Customer Type” is “General”.

Item Type

ISQuote utilizes an “Item Type” that is useful when creating pricing matrixes. The default Item Type is “General”. An Item Type can be defined as a “Pumps” or “Fittings” / “General” or “Standard” / “Plumbing” or “Heating” /” Commercial” etc. You can define your industry specific Item Type or just use the default “General” Item Type.

Would you like to define Item Types? If so list them below.

Item Types

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Default “Customer Type” is “General”.

Item Category

ISQuote utilizes “Item Categories” that is useful when creating pricing matrixes. The default Item Category is “General”. An Item Category can be defined as “General” or “Standard” / “Plumbing” or “Heating”. You can define your industry specific Item Category or just use the default “General” category.

Would you like to define Item Categories? If so list them below.

Item Categories

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Default “Item Category” is “General”.

Pricing Types

ISQuote utilizes “Pricing Types” that is useful when creating pricing matrixes. The default Pricing Type is “General”. Pricing Types can be defined as “General” or “Standard” / “Stocking or “Non-Stocking”. You can define your industry specific Pricing Type or just use the default “General” Pricing Type.

Would you like to define Pricing Types? If so list them below.

Pricing Types

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Default “Pricing Type” is “General”.

Job Category

ISQuote allows you to classify “Jobs”. Some suggestions are: Commercial, Residential, Government, Industrial or Institutional. Would you like to add additional Job Categories? Please list them below:

Job Category

Job Category Description

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The default “Job Category” is General.

Salespeople

ISQuote assigns a salesperson to each job/quote. Please list below each salesperson, their e-mail address and any cc: e-mail addresses.

Salesperson Name

Salesperson E-mail Address

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The default “Salesperson” is General.

Territory

ISQuote assigns a Territory to each job/quote. List each Territory you would like to add.

Territory Name

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The default “Territory” is General.

Manufacturers

Enter the Manufacturers you want added into ISQuote.

Manufacturer

Address

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Contact Type

Contacts are referred to as someone related to a Job such as an architect, engineer, and general contractor. Enter the Contact Types you would like to add.

Contact Type

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Product Lines

We will upload your product lines into ISQuote. Product lines must be submitted in Excel format. Each item in the spreadsheet must include:

· Part Number

· Price

· Description

Optional information to include:

· UPC code

· Weight

· Item Category

· Item Type

· Unit Surcharge

· Unit of Measure

· Specification Sheet Link

· Information Sheet Link

Box Qty
Case Qty
Pallet Qty
Pricing Flag
Freight Class

· Item Notes
Customer List

We will upload your customer list into ISQuote. The customer list must be supplied is Excel format. Each customer must contain the following:

· Company Name

· Your Salesperson for this customer

· Your Territory for this customer

· Customer Price Type

Optional information to include:

· Address, city, State & Zip

· Phone & Fax Number

· E-mail address (up to 4 separate)

· Notes