An In‐Depth Look at the Standard MSP Template This document will walk you through the use and modification of the Standard MSP Template. Once you have downloaded the template from the Quosal Marketplace, you should see it when you click on the New Quote button in the top navigation bar. At the top of the page, next to the word ‘Templates’ there is a little gray gear icon. Clicking on this icon will take you to the Edit Quote Templates page of the Settings menu. From here, click on the template’s name in order to edit it. Once you have clicked on the template to edit it, you will arrive at the screen below. The red bar across the top lets us know that we are editing a quote template as opposed to a regular quote. Changes you make here will apply to all new quotes that are created using this template. On the template Setup screen, there are a few things you will want to do. First, edit the quote name so that it is more descriptive of the particular service or plan you are offering. You may also want to change which location the template defaults to, as well as the quote notes. This screen is also where you will access the Master Agreement field. This field is not shown on the screen by default, but can be ‘turned on’ using the Additional Field menu on the Settings Page. Later on we’ll take a look at how to access Additional Fields. There are a few other settings on this page you may also wish to change, depending on your workflow. If you are in an active implementation, these can be discussed with your Implementation Manager during an Admin Training Session or Business Process Review Session. Next, we’ll move on to the Publish Settings page. Here is where you decide on the default publish settings of the template. How packages print, which Order Porter template is used by default, as well as which quote forms are used by default in different situations. Order Porter specific settings are also accessed here. Use the screenshot above as a guideline for what you might want to have selected for this template. In this case we showing line item details, and are allowing customers to decide between different items on Order Porter by enabling the ‘Show Item Checkboxes / Radio Buttons’ checkbox. The ‘Show Tab Checkboxes / Radio Buttons’ checkbox is turned off, so that customers will not be able to deselect entire tabs of the quote. The terms and conditions field on this page will display on both the quote form and Order Porter page. It is meant for a concise sentence or two about the terms of the quote. There is a different field for the full master agreement text which we will encounter later on. Next up is the Terms and Recurring page. This is an advanced section for calculating payments over a set number of months. If you are unsure what to do on this page, feel free to move on to the Prepare Content section. Term Options are not required for this template, but the ‘Standard MSP.xprt’ quote form does support the display of Term Options if you wish to create them in the future. When you are comfortable with the basic functionality of Quosal and wish to learn more about terms and recurring, you may choose to set up a training session with a Quosal Implementation Manager, either using your existing extended services hours (for active implementations), or by purchasing hours. Contact [email protected] for more information. The next page is called Prepare Content. This is where the majority of the quote’s content is stored. The first tab we see, which is selected in the screenshot below, is the cover letter tab. There is already an item in this tab, which has some content in the Item Notes field. If we click on the pencil icon to the left, we can access this content to modify it. The Cover Letter tab is a great place to add a standard greeting for your customer. Don’t worry about adding ‘Dear Customer’ or ‘Sincerely, Sales Rep’. The quote form will dynamically add the greeting and signature using information from the quote. The next tab is the Executive Summary tab. Once again, the pencil icon can be used to dive into specific items on this tab to alter their content. Use the green + symbol in the Quote Content menu to add a new item, or use the blue and white speech bubble to add a comment line. In the screenshot below, the first item is a comment line. This means it has no long description or any other fields associated with it. The next two items are line items. In the case of Pre Outline tabs, the long description acts as a sub‐header on the quote, and the item notes display as the paragraph content. The screenshot below shows how this tab looks when published. The Executive Summary tab is known as a ‘Pre Outline tab’. Click on the lightning bolt menu on the tab itself, then click on the pencil icon in the drop‐down menu to access the tab edit screen. Within this same dropdown menu, you will also find options for duplicating or deleting the tab. Once on the tab edit screen, you can change the Tab Details, such as the Tab Name and Tab Description. Further down on the page are the Admin‐Only Tab Options. Here we can see that the Workspace Grid Format is set to Pre Outline. The ‘Notes’ rich text field in the right column may not be shown by default. If you don’t see it on this screen, you can turn it on via the Additional Fields page in the settings menu. The field is under the Tab Edit list and is called ‘RtfNotes’. Content entered in this field will display right below the tab name for product tabs. It does not display for Pre Outline and Post Outline tabs. Within the Tab Details section, you will notice a column of checkboxes. For Pre and Post Outline tabs, these should all be unchecked. The ‘Is Printed’ checkbox specifically relates to the Order Porter page. Tabs with this checkbox checked will display on the Order Porter page. The quote form prints certain tabs regardless of this setting. Most notably, Pre and Post Outline tabs, which print on the form based on having the Workspace Grid Format of ‘Pre Outline’ or ‘Post Outline’. The next tab is the Customer Profile tab, which is meant to serve as a simple overview of how many devices or users are covered under the MSP. The items on this tab are purely for example purposes and can be modified using the item edit pencil icon, or deleted entirely. This tab can be deleted from the template if it is not needed. The screenshot below shows how this tab displays on the published quote form. Next are several tabs that make up the body of the proposal. These are meant to be customized to match your specific quoting needs. Example items have been added to demonstrate the functionality of these tabs. In our example, the quoted services have been split into 5 categories: Monitoring, Support, Fixed Hours, Add‐on Services, and Initial Investment The first 3 categories offer a set of mutually exclusive options, which will display as radio buttons for the customer to select between on the Order Porter page, as seen in the screenshot below. This is done by setting the ‘Option Group’ field on all items that should be included in the group. To set the ‘Option Group’ for an item, click on the item’s pencil edit icon and scroll down to the ‘Additional Fields’ section. If you do not see the Option Group field, use the gray gear icon to access the additional fields menu and select it. Once you are done, use the ‘Back to Quote’ button to return to your template. If you do not see the Additional Fields section at all, use the settings page to access the Additional Fields menu (be sure to look at the ‘Item Edit’ list of fields) and turn on the fields that you need. When you return to your template, you should see this section become visible right above the notes section. The Additional Fields menu is also where you can find the Picture field (which can be used for Pre and Post Outline items), as well as the Master Agreement field. Unlike ‘Picture’ and ‘Option Group’, the Master Agreement field will be located in the ‘Quote Home’ list of fields. Once it is selected there, it can be edited from the Template Setup screen on your template. We recommend turning this field off when you are done editing it, as these fields are globally displayed for all users on all quotes. Back in the item edit screen, you can now set the ‘Option Group’ for your item. In the screenshot above, the option group has been set to ‘Monitoring’. This field is populated with the same value for all three items on the monitoring tab. Another important factor is the ‘Is Optional’ checkbox. For items within an option group, only one can be selected by default. The others will need to be flagged as optional. Use the ‘Is Optional’ checkbox to determine which item out of your set will be included by default on your template. Items marked as optional will display in the grid with a red ‘(Optional)’ flag to give you an at‐a‐glance view. The screenshot below shows how these tabs will display on the quote form PDF. Optional items are grayed out, with selected items showing an ‘X’ in the ‘Selected’ column. Because this template is set up for managed services, only the recurring amounts are shown on a line item level. One‐time amounts are summarized for each tab as a whole, as shown in the ‘Support’ table above. Our example tabs show a selection between 3 items, but these can be modified to include more or less items per tab, depending on your needs. Next we’ll take a look at the ‘Add‐on Services’ tab. This tab is similar to the previous tabs, except that its items are not set up as an option group. Each item can be individually selected or deselected on the Order Porter page. Any or none of the items on this tab can be set as optional. The last of the main pricing tabs is the ‘Initial Investment’ tab. This tab is meant for any standalone one time charges that may be required on your proposal. This tab could also be repurposed as a hardware or equipment tab. The screenshot below shows how this tab will display on the quote form. Lastly there is a ‘Notes and Exceptions’ tab. The functionality of this tab is the same as the ‘Executive Summary’ tab, but it prints at the end of the document since it is a Post Outline tab. Each item in Pre and Post Outline tabs may have an image associated with it that will print below the item notes. In order to add an image, click on the pencil edit icon to dive into one of the items, then scroll down to the Additional Fields section to insert a picture. The screenshot below shows how a Post Outline item image will display on the form.