QUOTING - APRIL MASTERCLASS
Adjusting rates based on material costs, labor, and overhead, to reflect true job costs. Quotes grant transparency with clients through detailed quote presentations. Steelhead also allows for quick modifications in response to design changes or customer requests.
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Masterclass
Quoting | April 2025 Masterclass
Identity & metadata
Video title
Quoting | April 2025 Masterclass
Date published
May 1, 2025
Duration
29:18
Video type
Masterclass / Webinar
Audience
Sales and estimating teams; admin; operations
Video summary
In one sentence
This masterclass covers Steelhead's updated quoting feature — part number pricing with formula-driven price builders,
quote lines you can merge and bulk-price separately from what a customer sees, dynamic per-scenario
part pricing, and converting a quote straight into a sales order — plus the native
quoting win-rate and quotes-by-customer reports.
quote lines you can merge and bulk-price separately from what a customer sees, dynamic per-scenario
part pricing, and converting a quote straight into a sales order — plus the native
quoting win-rate and quotes-by-customer reports.
What this video covers
Steelhead deployment leader Wes Johnson tours the refreshed quoting module: the new sidebar and quotes
table, quote stages, and default product line items, then creates a quote end to end
— customer selection, valid-until and order-due dates, notes, files, and related links.
He shows Part Number Pricing separated from Quote Lines: adding an existing part or creating
a new one, selecting process and treatment, formula-driven custom inputs (surface area, transfer efficiency, coating
thickness) that generate price builders per treatment, and a markup applied in the background.
On the Quote Lines side he covers auto-create, bulk pricing, merging lines into a lot
charge, drag-and-drop, associating a fee across multiple part numbers, and adding an ad hoc product
line like an expedite fee.
He previews and emails the quote PDF, moves it through stages to won, and converts
it into a sales order with linked BOM items and shared fees intact. He then
demonstrates dynamic part pricing — multiple prices per part number tied to different treatment scenarios
(e.g., satin black vs. prime red) that drive both price and routing when an order
is created — and closes with the quoting win-rate and quotes-by-customer reports.
The back half is live Q&A on customizing auto-generated quote emails, a possible future CAD/AutoCAD
import for surface area or weight, and how treatment groups and treatment pricing are configured
on the process tree.
table, quote stages, and default product line items, then creates a quote end to end
— customer selection, valid-until and order-due dates, notes, files, and related links.
He shows Part Number Pricing separated from Quote Lines: adding an existing part or creating
a new one, selecting process and treatment, formula-driven custom inputs (surface area, transfer efficiency, coating
thickness) that generate price builders per treatment, and a markup applied in the background.
On the Quote Lines side he covers auto-create, bulk pricing, merging lines into a lot
charge, drag-and-drop, associating a fee across multiple part numbers, and adding an ad hoc product
line like an expedite fee.
He previews and emails the quote PDF, moves it through stages to won, and converts
it into a sales order with linked BOM items and shared fees intact. He then
demonstrates dynamic part pricing — multiple prices per part number tied to different treatment scenarios
(e.g., satin black vs. prime red) that drive both price and routing when an order
is created — and closes with the quoting win-rate and quotes-by-customer reports.
The back half is live Q&A on customizing auto-generated quote emails, a possible future CAD/AutoCAD
import for surface area or weight, and how treatment groups and treatment pricing are configured
on the process tree.
Problem it solves
Estimators need to price parts with real formulas (surface area, transfer efficiency, labor time) without
being locked into showing that same breakdown to the customer, and they need one part
number to carry different prices for different treatment choices instead of quoting each variation from
scratch. Separating part number pricing from quote lines, and letting price scenarios drive both cost
and routing, keeps the internal math accurate while the customer-facing quote stays clean.
being locked into showing that same breakdown to the customer, and they need one part
number to carry different prices for different treatment choices instead of quoting each variation from
scratch. Separating part number pricing from quote lines, and letting price scenarios drive both cost
and routing, keeps the internal math accurate while the customer-facing quote stays clean.
Key capabilities shown
• Updated quoting sidebar, table view, quote stages, and default product line items
• Quote creation with customer selection, addresses/contacts, valid-until, follow-up, and order-due dates
• Notes, files, custom inputs, email history, and related links on the quote
• Part Number Pricing separated from Quote Lines, so pricing math and customer-facing lines can differ
• Process and treatment selection when creating a part number, tied to formula-driven custom inputs
• Price builders generated per treatment (e.g., blasting time, powder coat time, markup)
• Quantity-driven unit vs. total pricing (no separate unit/total selector)
• Copy line, auto-create, bulk price, merge lines into a lot charge, and drag-and-drop on Quote
Lines
• Associating a fee (e.g., shipping) across multiple part numbers
• Ad hoc product lines like an expedite fee added directly to a quote
• Configurable PDF templates and automated quote/decline email messages
• Quote stage progression (draft → pricing approval → active → won/lost)
• One-click conversion of a won quote into a sales order with linked BOM items and
shared fees
• Dynamic part pricing: multiple prices per part number tied to different treatment scenarios
• Native quoting win-rate and quotes-by-customer reports, configurable by chart type and filters
• Quote creation with customer selection, addresses/contacts, valid-until, follow-up, and order-due dates
• Notes, files, custom inputs, email history, and related links on the quote
• Part Number Pricing separated from Quote Lines, so pricing math and customer-facing lines can differ
• Process and treatment selection when creating a part number, tied to formula-driven custom inputs
• Price builders generated per treatment (e.g., blasting time, powder coat time, markup)
• Quantity-driven unit vs. total pricing (no separate unit/total selector)
• Copy line, auto-create, bulk price, merge lines into a lot charge, and drag-and-drop on Quote
Lines
• Associating a fee (e.g., shipping) across multiple part numbers
• Ad hoc product lines like an expedite fee added directly to a quote
• Configurable PDF templates and automated quote/decline email messages
• Quote stage progression (draft → pricing approval → active → won/lost)
• One-click conversion of a won quote into a sales order with linked BOM items and
shared fees
• Dynamic part pricing: multiple prices per part number tied to different treatment scenarios
• Native quoting win-rate and quotes-by-customer reports, configurable by chart type and filters
How the demo flows
• Tours the updated quoting sidebar, table, quote stages, and default product line items
• Creates a new quote: customer, addresses, valid-until/order-due dates, saves
• Adds an existing part or creates a new part number with process, treatment, and custom
inputs
• Reviews formula-driven price builders and the background markup on the part price
• Switches to Quote Lines: auto-create, bulk price, merge into a lot charge, drag-and-drop, shared fees
• Adds an ad hoc product line for an expedite fee
• Opens and previews the quote PDF, then emails it with a signature request
• Moves the quote through pricing approval to active and marks it won
• Converts the quote into a sales order, editing received quantities and fees as needed
• Opens dynamic part pricing and sets up two treatment-based price scenarios on one part number
• Creates a sales order against each scenario to show price and routing following the selection
• Opens Reporting for quoting win rates and quotes by customer, filtered to won quotes
• Closes with 15+ minutes of live Q&A on email templates, CAD import, and treatment pricing
setup
• Creates a new quote: customer, addresses, valid-until/order-due dates, saves
• Adds an existing part or creates a new part number with process, treatment, and custom
inputs
• Reviews formula-driven price builders and the background markup on the part price
• Switches to Quote Lines: auto-create, bulk price, merge into a lot charge, drag-and-drop, shared fees
• Adds an ad hoc product line for an expedite fee
• Opens and previews the quote PDF, then emails it with a signature request
• Moves the quote through pricing approval to active and marks it won
• Converts the quote into a sales order, editing received quantities and fees as needed
• Opens dynamic part pricing and sets up two treatment-based price scenarios on one part number
• Creates a sales order against each scenario to show price and routing following the selection
• Opens Reporting for quoting win rates and quotes by customer, filtered to won quotes
• Closes with 15+ minutes of live Q&A on email templates, CAD import, and treatment pricing
setup
Full transcript
Speaker
Wes Johnson, Deployment Leader at Steelhead, with live audience Q&A
Transcript
[00:01] Okay.
[00:04] All right. Welcome everybody to April's Masterclass on quoting today, we are having Wes from
our deployment team go over quoting in Steelhead and he will go over a few
updates and how you can benefit them.
[00:19] So thank you Susie. So, hi everyone.
[00:23] I'm Wes Johnson, a deployment leader here at Steelhead.
[00:27] Like Susie said, we're giving the updates or a masterclass around the updates that we
made to our quoting feature recently, excited to show you the different ins and outs
of these features.
[00:39] So what we're gonna be covering in today's masterclass is how to create a quote
with the new features and then how these new changes convert over to sales orders.
[00:51] Then we're gonna be touching on dynamic part pricing, so how you can set up
different prices, multiple prices for one part number to drive different treatment selections, and then
touching in quoting insights.
[01:04] So to see your win and loss rates on your quotes and quotes by customer.
[01:12] [opens Quotes from the homepage] So to jump into today's demo, jumping onto the Steelhead home screen, you'll find quotes
up in the top left corner.
[01:24] If you ever wanna find any feature on the Steelhead home screen, you can always
just type and that'll bring you right to that module.
[01:33] [opens the updated quoting screen with sidebar] Now, once you click into the quoting feature, you'll see a new updated screen here
with a new sidebar on the left side.
[01:39] This organizes you from your quotes and your settings on the left.
[01:44] This is where you can set up a variety of different inputs to match your
quoting formulas, along with setting up different quote stages and default product line items to
show up on your quote.
[01:57] [opens the quotes table view] On the right side here, you'll see the table view, the new table updated view,
where you'll see a variety of different columns displayed. For all your quotes on this
table, you can search by quote number to find the quote or RFQ number, or
you can filter using any of these filters on the top.
[02:17] There is a couple more here.
[02:18] If you click this plus three, you'll see the other filters here.
[02:22] Now you'll notice on this table view we're only viewing one out of 50.
[02:26] If you ever want to view more than that, you can always, or less than
that, you can change that.
[02:31] And then the max is 50, so you can just toggle over to view your
other quotes.
[02:36] [customizes table columns] You can also customize this view using this setting icon on the right side here.
[02:41] So if you don't use the assignee category on your quote, you don't have to
have that on, or if you want to organize where it shows up.
[02:50] So if you want your status to be on the far left side for everyone
to see, you can move that over and then it's easily seen by everyone that
opens up this screen.
[03:01] [opens Quote Stages settings] Now, before we jump into creating a quote, I just wanna go through the stages.
[03:06] So to set up your stages, as you can see here, one of them we
have is draft and one is pricing approval.
[03:12] And then we can actually have an active stage.
[03:14] To set up these stages, you can go to quote stages here and edit any
of these stages and set up what works for your shop and business.
[03:23] [opens Default Product Line Items settings] You can also set up default product line items.
[03:26] This is any extra fees outside of your part prices, maybe like a shipping fee
or a setup fee that you want added to any quote that you create.
[03:34] Now you can always take this default product off of your quote, but if the
majority of the time you do tack on a shipping fee, you can add it
here.
[03:43] This is done by clicking the add products.
[03:45] You select your product you wanna add, and then it will default onto your quote.
[03:51] [creates a new quote] Now to jump back to the quote screen and actually get into creating a quote,
you'll click this new create quote button, and you'll notice the name field here.
[04:02] So this is where you can type in your customer's RFQ number if they have
one, or you can leave it blank and Steelhead will assign an ID for you.
[04:12] Also, you can use this assignee category.
[04:14] If you have a quoting team and you have a supervisor and you wanna assign
it to someone on your team, you can assign it and that can be shown
up in a column for who is assigned to what.
[04:26] The next step is to actually select your customer.
[04:29] [selects the customer] So for this example we're gonna say 3M.
[04:32] Once you select your customer, you'll see a variety of different options here in these
options.
[04:39] You can have these as default set up on the customer, but if you want
to change any of them, if you had other addresses or other contacts, you can
select those here, or you can create an address from here as well.
[04:55] Once you fill this in, you'll also notice there's a valid until and follow-up date.
[05:00] As you can see here on the left side, or on the right side here,
they show when it needs to be followed up on and when it expires.
[05:09] This also can be presented back to your customer on your PDF that you send
them. Now per quote, you can change these, so if you want it on this
specific quote to change the valid until date to be a little bit tighter or
looser, you could change it there.
[05:24] And then there's also this category for order due.
[05:27] If you had received an order against this quote, it will use this order due
date.
[05:31] So if you're quoting a job and you know that's coming in soon and you
know what's gonna be due on a certain day, you could fill that in here.
[05:39] [saves the new quote] Once you fill in the appropriate information, click save, and then you'll be brought to
our new and improved quoting screen here on the left side.
[05:49] You'll notice all that details that we filled in has showed up on the left.
[05:52] And you also notice that we're in the draft stage.
[05:54] Now this goes off the stages that we set up in the screen in the
past there, and you'll see as we move it through these stages, it'll move through.
[06:05] You'll also notice this note category is up on the top now, and this is
where you can fill out either internal notes or external notes that you wanna put
on your quote, and that PDF can be configured to have those notes if you
want them on there.
[06:20] You'll also notice a file section, along with custom inputs.
[06:25] So if we had different custom inputs on our quote, email history, history of the
different stages it went through, and any related links.
[06:34] So if you wanna see any sales orders, work orders and so on and so
forth that are related to this, you can click on it here.
[06:42] [opens Part Number Pricing and Quote Lines] Now jumping to actually adding parts, you'll notice on the left side here we have
part number pricing and quote lines.
[06:49] So this is the big change with this update, is now you can quote your
pricing for your parts, but you can combine or edit what you actually present back
to your customer, using the quote lines.
[07:04] So the first thing you're gonna do is click this, add parts to quote a
part.
[07:09] This is where you can add a part that you have already quoted before.
[07:12] [adds an existing part to the quote] So we could add like this 3M bracket.
[07:20] And this will fill in all the information that was already set up on this
part number.
[07:25] Now, if you wanted to, you could create a full new part number here.
[07:30] So if you go 3M bracket three, you can create a new part number from
this screen as well.
[07:39] [creates a new part number] So if we do create new, this is where you can fill in the appropriate
information for creating a part number, like the description.
[07:46] So we can say this is a 20 inch bracket, and then you can select
the process here.
[07:55] So you can start your setup when you're quoting this part number.
[07:58] So you can select what process it goes through.
[08:00] [selects the process and treatment for the new part] Let's say it goes to the batch powder coat process.
[08:06] And you can also select optional steps of what it goes through.
[08:11] So let's say it goes through blasting.
[08:13] From here we can also select what treatment happens at that step.
[08:17] So we say it goes through the 150 grit at blasting, and then for powder
it's gonna go through this prime red.
[08:24] The custom inputs can be configured based off of what you need to drive your
formula.
[08:29] So if you guys have Excel sheets or some sort of formula, we can drive
the inputs on the part number and on the quote, and these can be customized
to your formulas.
[08:38] For this example, we're gonna take the part's total surface area in square inches.
[08:42] So let's just say this part has a thousand square inches total surface area.
[08:47] The transfer efficiency for powder coating for this part, let's say it's a completely square
part.
[08:53] So it's a high transfer efficiency of powder onto the part.
[08:56] Let's say it's a hundred percent transfer efficiency and the coating thickness, so two mils.
From here, quick save, that information is now tied to the part number for when
you order or when you enter that order into the system.
[09:13] And it's also gonna be applied into the pricing here.
[09:18] [reviews price builders generated from treatments] So now you'll also see, based off of the treatments, we went through a variety
of different price builders here.
[09:24] Price builders are different extra fees that you tack on to build this part price.
[09:29] They can be configured based off of different treatments you go through, like blasting, for
example.
[09:34] We're quoting how long it takes per part to go through blasting.
[09:37] So let's say per part, it takes two minutes.
[09:39] So that 40 cents is gonna be built into your overall part price.
[09:43] And then we can go to powder and say it takes five minutes to coat
each part.
[09:48] And in this case we have different units, hours, 0.02 hours to pack and inspect
each part.
[10:00] Now in this case I set up for this example, our code in the background
is also factoring a markup.
[10:06] So we can say we're gonna mark it up 20%, and that's gonna edit our
part price.
[10:10] This can be pretty flexible based off of what you guys need or what formulas
you guys use for your pricing.
[10:20] You'll also notice, if you have used Steelhead quoting before, on the original screen when
you created the quote, you don't select unit or total price anymore.
[10:28] [leaves quantity blank for a unit price quote] This is just driven by this quantity box here.
[10:31] If you leave this quantity box blank, it will be a unit price quote, but
if you type in a quantity, it'll factor in that quantity to the total price.
[10:43] Now on this screen you can also copy this.
[10:45] So if you know you wanna quote this for another quantity, you could do that,
or quote it for a similar part number.
[10:52] You could copy this line. So let's do that in this case.
[10:55] [copies a quote line for a similar part] So let's copy this line and say we're gonna quote the 3M bracket one.
[11:06] So in this case, we pull in that.
[11:10] And then as far as the quote lines go, you can either keep this generate
lines on, and that'll auto generate the quote lines for you, or you can toggle
it off and click save, and it won't generate those lines.
[11:24] But we can quickly generate those lines in the next screen here.
[11:28] Another thing to note here is for these formulas, we can portray additional pricing information
back to you to kind of show how this was calculated.
[11:37] So in this case it was, we can see the surface area transfer efficiency, how
much was actually used, what equation was used, what the total powder price was, which
is pulled off of the inventory item and the cost for powder.
[11:56] [opens Quote Lines with Generate Lines off] Now we can click save here, and then we can jump over to the quote
lines.
[12:01] So since we didn't generate these lines automatically, when you jump over to the quote
lines, you won't see those as quote lines yet.
[12:07] From here you can see the shipping fee was auto added from our screen in
the past.
[12:13] [clicks Auto-create to generate quote lines] To quickly auto-create those lines from the part price, you can quickly click this auto-create
button.
[12:20] This is gonna create those lines for you.
[12:23] But then you can also quickly bulk price these lines.
[12:27] So you could bulk price all these, this bulk price feature and bulk price everything
into one, or you can merge these lines.
[12:36] So anytime, if you don't click save changes, you can always revert back to your
latest save changes and restart.
[12:44] [merges two lines into a lot charge] So if we auto create in this case, and we want to merge lines, say
these two parts are on a kit of some sort, or maybe a lot charge,
you can click this merge lines button, merge these two lines here and say lot
charge in this case.
[13:05] Now you can merge lines, and let's save here, or let's revert changes, auto create,
click save, and then merge the lines.
[13:28] Now you can see these are merged into one, so you can see these two
are tying into this overall price, and this is what you're gonna portray back on
your quote or your PDF back to your customers.
[13:39] You can also use this drag and drop feature on the left side.
[13:43] So you can drag and add more lines of this part number to the quote,
or you can drag and add it to a line item underneath any of these
charges.
[13:56] So if you wanted to drag this in here and add it as another line
item here into this lot charge, you can quickly do that.
[14:04] Once again, you can always click this revert changes to get back to your previously
saved.
[14:11] Another thing here is you can quickly associate part numbers with a fee.
[14:15] So let's say the shipping fee, we want it shared between these two part numbers.
[14:20] [associates two part numbers with a shared fee] We can quickly associate these two part numbers with the shipping fee.
[14:25] And when you convert this over to a sales order, you'll get the status connected
to that shipping fee.
[14:32] You can also quickly add a product here.
[14:35] So if you wanted to quickly add another line and you wanted to add a
product for maybe an expedite fee, these can be set up on the pricing screen
on the home screen at Steelhead.
[14:47] But these prices can be generated per product.
[14:50] [adds a product line for an expedite fee] So we could say we wanna do this 3M expedite fee, one day for $150,
and that can quickly add that fee to this line.
[15:00] Once again, you can tie this to an appropriate part number.
[15:06] You can also use this command J to jump between lines.
[15:10] That's a quick shortcut to jump in between different lines.
[15:19] [opens and previews the quote PDF] Once you are satisfied with your quote and you click save, now you can go
back to the top of your screen and open your PDF, and this is where
you can select your different templates that you have set up.
[15:32] So in this case we're doing a total price quote, so we can view this
PDF and see we have different lines that you're portraying back to your customers.
[15:43] Now if I was to quickly edit that and merge these lines into a lot
charge, let's go back to that example and click save.
[15:55] You can see that now, as shown on your PDF, as a lot charge.
[16:05] [emails the quote to the customer] Once you have your quote finalized here and you like your PDF, you can email
out your quote, and this is where you can select your PDF here.
[16:18] So you can select your PDF, save, and select the appropriate personnel from that company
that you want to email that quote to.
[16:28] From here you can also type in a message, and if you want to auto
generate a message for different categories of Steelhead quotes being one of them, you can
click this icon here and edit your email settings and edit these automated messages.
[16:42] You can also request a signature here, and this will request a signature from your
customer.
[16:50] Once you click send, you'll notice that the status changed from draft to sent.
[16:57] If we're actually following these different stages, as a quote creator, you would want to
move the stages as you create it.
[17:05] [moves the quote from pricing approval to active] So pricing approval, and then someone else would come in and move it to active.
[17:13] Once they move it to active and you realize that you won the quote or
lost a quote, you can categorize that active variation right here, whether you won or
lost.
[17:25] So let's say we won this quote, this will change the status.
[17:28] [creates a sales order from the quote] Once again, once you have this quote finalized and you actually receive these parts in,
you can easily create a sales order from this box up here.
[17:42] By clicking this icon here, you can fill in all your information for your PO.
[17:47] So if you have a PO number 67, and you can fill in any other
information that goes along with this PO.
[17:58] Once you click save here, you'll notice this dialogue pops up, and this is where
you can edit your quantity that you actually received.
[18:05] So if you quoted for a hundred but you actually received 80, you could edit
it here, and you could edit that in your line item as well, so that
you're only charging for the certain amount.
[18:19] Switch it back here. You can also remove any fees.
[18:24] So if you receive this order but it's not expedited anymore, you could take that
expedite fee off.
[18:30] [saves and adds parts to the sales order] Once you have finalized this, you can click the save and add parts button, and
this will add the parts to your sales order.
[18:40] So this is a familiar screen if you've used Steelhead before, but this is where
you can edit any of the information.
[18:46] You can edit the quantity. Once again, you can add instructions here, but the main
thing when it comes to quoting is making sure that this quote is linked, and
that's auto linked if you go through the quote. Once you click save here, you'll
notice right here we'll have our BOM items, and you'll see that there's $808 directed
to this part number and 876.
[19:14] But what we're gonna portray back to our customer when we invoice it for it
is just this lot charge.
[19:21] So all those are broken up per part number.
[19:24] We're just gonna show them the $1,684.
[19:29] You can also see, since we linked back on the quoting screen, the shipping charge
to those two part numbers, we can see one, the status is tied here to
the 200 parts in production, and also up above you can see that it's shared
between the two part numbers.
[19:50] The next thing I want to cover here is dynamic part pricing.
[19:56] [opens dynamic part pricing on a part number] So when it comes to pricing the part, you can click into any of these
part numbers and you can set up different pricing for different scenarios.
[20:08] Here you can click this plus button and you could say, in this scenario, we
want to use the color satin black versus prime red.
[20:23] So we could set up satin black price for this part number, and let's just
type in a price here, in dollars, save.
[20:41] And then we could also set up a part price for prime red.
[21:02] [creates a sales order and selects a pricing scenario] With these two part prices set up, when you go to receive an order, if
I was to create an order here against those two part numbers, again, new sales
order, 3M, save and add parts, you can see we can select these two different
options.
[21:49] If you select the satin black, you can see that the treatment gets driven for
this scenario and also the different price.
[21:59] So for this order it would go through satin black, but if we had selected
the prime red, it would go through the prime red.
[22:23] Let's go back here.
[22:36] So it's going through the prime red here.
[22:39] Once you click save, you can see that that work order goes through prime red.
[22:44] While if I added that bracket again, and I did the satin black, that work
order would be a different work order that goes through satin black.
[23:04] The last thing I wanted to cover is the reporting feature around quotes.
[23:09] [opens Reporting for quoting win rates and quotes by customer] So if you jump into reporting and you go down to Other here, the native
reports we have for quoting are quoting win rates along with quotes by customer.
[23:22] Here you can view a nice chart.
[23:24] These can be all configured using this configure dialogue here, you can switch this to
a different type of chart based off of what you wanna see.
[23:34] And then these tables down here can also be configured based off of what you
wanna see.
[23:38] A good example might be you wanna see all your quotes that are won.
[23:43] So you can come down here and quickly say the status where it equals won,
and you can see all quotes that are won that might be coming into your
shop soon.
[24:04] That about wraps it up for the quoting overview.
[24:08] At this point I'm going to open it up for any questions you wanna ask.
[24:22] We had a quick question.
[24:24] Yes. So back when we were looking at sending the quotes, you said that you
could customize like autogenerated messages.
[24:33] Is there any way you could show us where that is, where we can actually
set those messages for the quote specifically?
[24:39] Yes, of course.
[24:41] So if I jump back in here and I open up that quote that we
had just went through, if you click on the email icon here, and we click
on this gear here, it's gonna take you to a new page, and this is
where you can enter a default message for quotes.
[25:04] And you can also do this for all sorts of different things, for purchase orders,
maybe for invoices, or shippers.
[25:12] So if I go to shipping, you'll notice you have different ones that you can
set up there as well.
[25:19] Okay, sweet. Thank you. Thank you.
[25:21] Of course.
[25:32] Hello, this is Ben with Twin City Plating. Can you hear us?
[25:35] Yes. There was discussions about a possible AutoCAD or some sort of CAD reader, if
customers give us CAD documents, that eventually maybe AutoCAD system could take surface area or
weight from that CAD drawing and help with the power tools of quoting.
[26:06] Is there any discussions or any movement on that?
[26:13] I'm not sure on the movement of it exactly, but I know there is discussion
of that eventually coming.
[26:18] I don't know the exact timeline, but I could check with my team and get
back to you.
[26:23] You said you're Ben, from where?
[26:28] From Twin City Plating. Okay.
[26:33] And then the second question was, when you toggled the treatment and then there was
a bar where you were adjusting powder, and a couple other parameters and blasting, how
are those created?
[26:55] Okay, yeah. So that was created on the process tree.
[27:00] So when you're setting up your process trees on a certain step, you can set
up a treatment group.
[27:06] Let's just go to that batch powder coat process for this sample.
[27:12] So on the powder in process step?
[27:16] Yeah. We tied a treatment group to that process.
[27:20] Yeah, we know about treatments, but then how do you add pricing to it now?
[27:24] Okay, so you can add pricing to the treatment or treatment group directly.
[27:29] You can either go to the pricing category here and go to treatment prices and
add them from here.
[27:38] So you can either select the treatment group you want to tie this pricing to,
or this specific treatment, or you can go to the treatments themselves.
[27:47] So if I pull up treatments here, you can click on either the specific treatment
group or treatment, let's just go to this powder, for example, and you can add
the pricing here.
[27:58] Gotcha. Okay, cool. Alright, thank you.
[28:02] Now, in the case where you don't want it to show up as a price
builder, but we actually want to factor that into our formula in the background, that
would be discussed with your deployment leader or support team.
[28:11] If you want something like that configured, we can hide that from the quote price
builder, but that price can still be factored into your equation.
[28:20] Cool. Okay, thank you. Yep, no problem.
[28:34] All right. Thank you, Wes, and thank you all for joining today.
[28:38] I wanted to give a few updates within Steelhead.
[28:42] Upcoming next week, there's the Women in Finishing Conference, and if any of you will
be attending, Kelsey, Ellie and I will be there, and we look forward to seeing
you.
[28:51] And then we have Revenue Riptide coming up this year, and we are just weeks
away from officially announcing the date.
[28:59] So we are excited to share that with you.
[29:01] And finally, next month's masterclass is gonna be on outsourcing and purchasing, and we will
send out an update on the date for that as well.
[29:11] And we will stay on for a few extra minutes if anyone has any questions,
but if not, have a good rest of your day. Thank you.
[00:04] All right. Welcome everybody to April's Masterclass on quoting today, we are having Wes from
our deployment team go over quoting in Steelhead and he will go over a few
updates and how you can benefit them.
[00:19] So thank you Susie. So, hi everyone.
[00:23] I'm Wes Johnson, a deployment leader here at Steelhead.
[00:27] Like Susie said, we're giving the updates or a masterclass around the updates that we
made to our quoting feature recently, excited to show you the different ins and outs
of these features.
[00:39] So what we're gonna be covering in today's masterclass is how to create a quote
with the new features and then how these new changes convert over to sales orders.
[00:51] Then we're gonna be touching on dynamic part pricing, so how you can set up
different prices, multiple prices for one part number to drive different treatment selections, and then
touching in quoting insights.
[01:04] So to see your win and loss rates on your quotes and quotes by customer.
[01:12] [opens Quotes from the homepage] So to jump into today's demo, jumping onto the Steelhead home screen, you'll find quotes
up in the top left corner.
[01:24] If you ever wanna find any feature on the Steelhead home screen, you can always
just type and that'll bring you right to that module.
[01:33] [opens the updated quoting screen with sidebar] Now, once you click into the quoting feature, you'll see a new updated screen here
with a new sidebar on the left side.
[01:39] This organizes you from your quotes and your settings on the left.
[01:44] This is where you can set up a variety of different inputs to match your
quoting formulas, along with setting up different quote stages and default product line items to
show up on your quote.
[01:57] [opens the quotes table view] On the right side here, you'll see the table view, the new table updated view,
where you'll see a variety of different columns displayed. For all your quotes on this
table, you can search by quote number to find the quote or RFQ number, or
you can filter using any of these filters on the top.
[02:17] There is a couple more here.
[02:18] If you click this plus three, you'll see the other filters here.
[02:22] Now you'll notice on this table view we're only viewing one out of 50.
[02:26] If you ever want to view more than that, you can always, or less than
that, you can change that.
[02:31] And then the max is 50, so you can just toggle over to view your
other quotes.
[02:36] [customizes table columns] You can also customize this view using this setting icon on the right side here.
[02:41] So if you don't use the assignee category on your quote, you don't have to
have that on, or if you want to organize where it shows up.
[02:50] So if you want your status to be on the far left side for everyone
to see, you can move that over and then it's easily seen by everyone that
opens up this screen.
[03:01] [opens Quote Stages settings] Now, before we jump into creating a quote, I just wanna go through the stages.
[03:06] So to set up your stages, as you can see here, one of them we
have is draft and one is pricing approval.
[03:12] And then we can actually have an active stage.
[03:14] To set up these stages, you can go to quote stages here and edit any
of these stages and set up what works for your shop and business.
[03:23] [opens Default Product Line Items settings] You can also set up default product line items.
[03:26] This is any extra fees outside of your part prices, maybe like a shipping fee
or a setup fee that you want added to any quote that you create.
[03:34] Now you can always take this default product off of your quote, but if the
majority of the time you do tack on a shipping fee, you can add it
here.
[03:43] This is done by clicking the add products.
[03:45] You select your product you wanna add, and then it will default onto your quote.
[03:51] [creates a new quote] Now to jump back to the quote screen and actually get into creating a quote,
you'll click this new create quote button, and you'll notice the name field here.
[04:02] So this is where you can type in your customer's RFQ number if they have
one, or you can leave it blank and Steelhead will assign an ID for you.
[04:12] Also, you can use this assignee category.
[04:14] If you have a quoting team and you have a supervisor and you wanna assign
it to someone on your team, you can assign it and that can be shown
up in a column for who is assigned to what.
[04:26] The next step is to actually select your customer.
[04:29] [selects the customer] So for this example we're gonna say 3M.
[04:32] Once you select your customer, you'll see a variety of different options here in these
options.
[04:39] You can have these as default set up on the customer, but if you want
to change any of them, if you had other addresses or other contacts, you can
select those here, or you can create an address from here as well.
[04:55] Once you fill this in, you'll also notice there's a valid until and follow-up date.
[05:00] As you can see here on the left side, or on the right side here,
they show when it needs to be followed up on and when it expires.
[05:09] This also can be presented back to your customer on your PDF that you send
them. Now per quote, you can change these, so if you want it on this
specific quote to change the valid until date to be a little bit tighter or
looser, you could change it there.
[05:24] And then there's also this category for order due.
[05:27] If you had received an order against this quote, it will use this order due
date.
[05:31] So if you're quoting a job and you know that's coming in soon and you
know what's gonna be due on a certain day, you could fill that in here.
[05:39] [saves the new quote] Once you fill in the appropriate information, click save, and then you'll be brought to
our new and improved quoting screen here on the left side.
[05:49] You'll notice all that details that we filled in has showed up on the left.
[05:52] And you also notice that we're in the draft stage.
[05:54] Now this goes off the stages that we set up in the screen in the
past there, and you'll see as we move it through these stages, it'll move through.
[06:05] You'll also notice this note category is up on the top now, and this is
where you can fill out either internal notes or external notes that you wanna put
on your quote, and that PDF can be configured to have those notes if you
want them on there.
[06:20] You'll also notice a file section, along with custom inputs.
[06:25] So if we had different custom inputs on our quote, email history, history of the
different stages it went through, and any related links.
[06:34] So if you wanna see any sales orders, work orders and so on and so
forth that are related to this, you can click on it here.
[06:42] [opens Part Number Pricing and Quote Lines] Now jumping to actually adding parts, you'll notice on the left side here we have
part number pricing and quote lines.
[06:49] So this is the big change with this update, is now you can quote your
pricing for your parts, but you can combine or edit what you actually present back
to your customer, using the quote lines.
[07:04] So the first thing you're gonna do is click this, add parts to quote a
part.
[07:09] This is where you can add a part that you have already quoted before.
[07:12] [adds an existing part to the quote] So we could add like this 3M bracket.
[07:20] And this will fill in all the information that was already set up on this
part number.
[07:25] Now, if you wanted to, you could create a full new part number here.
[07:30] So if you go 3M bracket three, you can create a new part number from
this screen as well.
[07:39] [creates a new part number] So if we do create new, this is where you can fill in the appropriate
information for creating a part number, like the description.
[07:46] So we can say this is a 20 inch bracket, and then you can select
the process here.
[07:55] So you can start your setup when you're quoting this part number.
[07:58] So you can select what process it goes through.
[08:00] [selects the process and treatment for the new part] Let's say it goes to the batch powder coat process.
[08:06] And you can also select optional steps of what it goes through.
[08:11] So let's say it goes through blasting.
[08:13] From here we can also select what treatment happens at that step.
[08:17] So we say it goes through the 150 grit at blasting, and then for powder
it's gonna go through this prime red.
[08:24] The custom inputs can be configured based off of what you need to drive your
formula.
[08:29] So if you guys have Excel sheets or some sort of formula, we can drive
the inputs on the part number and on the quote, and these can be customized
to your formulas.
[08:38] For this example, we're gonna take the part's total surface area in square inches.
[08:42] So let's just say this part has a thousand square inches total surface area.
[08:47] The transfer efficiency for powder coating for this part, let's say it's a completely square
part.
[08:53] So it's a high transfer efficiency of powder onto the part.
[08:56] Let's say it's a hundred percent transfer efficiency and the coating thickness, so two mils.
From here, quick save, that information is now tied to the part number for when
you order or when you enter that order into the system.
[09:13] And it's also gonna be applied into the pricing here.
[09:18] [reviews price builders generated from treatments] So now you'll also see, based off of the treatments, we went through a variety
of different price builders here.
[09:24] Price builders are different extra fees that you tack on to build this part price.
[09:29] They can be configured based off of different treatments you go through, like blasting, for
example.
[09:34] We're quoting how long it takes per part to go through blasting.
[09:37] So let's say per part, it takes two minutes.
[09:39] So that 40 cents is gonna be built into your overall part price.
[09:43] And then we can go to powder and say it takes five minutes to coat
each part.
[09:48] And in this case we have different units, hours, 0.02 hours to pack and inspect
each part.
[10:00] Now in this case I set up for this example, our code in the background
is also factoring a markup.
[10:06] So we can say we're gonna mark it up 20%, and that's gonna edit our
part price.
[10:10] This can be pretty flexible based off of what you guys need or what formulas
you guys use for your pricing.
[10:20] You'll also notice, if you have used Steelhead quoting before, on the original screen when
you created the quote, you don't select unit or total price anymore.
[10:28] [leaves quantity blank for a unit price quote] This is just driven by this quantity box here.
[10:31] If you leave this quantity box blank, it will be a unit price quote, but
if you type in a quantity, it'll factor in that quantity to the total price.
[10:43] Now on this screen you can also copy this.
[10:45] So if you know you wanna quote this for another quantity, you could do that,
or quote it for a similar part number.
[10:52] You could copy this line. So let's do that in this case.
[10:55] [copies a quote line for a similar part] So let's copy this line and say we're gonna quote the 3M bracket one.
[11:06] So in this case, we pull in that.
[11:10] And then as far as the quote lines go, you can either keep this generate
lines on, and that'll auto generate the quote lines for you, or you can toggle
it off and click save, and it won't generate those lines.
[11:24] But we can quickly generate those lines in the next screen here.
[11:28] Another thing to note here is for these formulas, we can portray additional pricing information
back to you to kind of show how this was calculated.
[11:37] So in this case it was, we can see the surface area transfer efficiency, how
much was actually used, what equation was used, what the total powder price was, which
is pulled off of the inventory item and the cost for powder.
[11:56] [opens Quote Lines with Generate Lines off] Now we can click save here, and then we can jump over to the quote
lines.
[12:01] So since we didn't generate these lines automatically, when you jump over to the quote
lines, you won't see those as quote lines yet.
[12:07] From here you can see the shipping fee was auto added from our screen in
the past.
[12:13] [clicks Auto-create to generate quote lines] To quickly auto-create those lines from the part price, you can quickly click this auto-create
button.
[12:20] This is gonna create those lines for you.
[12:23] But then you can also quickly bulk price these lines.
[12:27] So you could bulk price all these, this bulk price feature and bulk price everything
into one, or you can merge these lines.
[12:36] So anytime, if you don't click save changes, you can always revert back to your
latest save changes and restart.
[12:44] [merges two lines into a lot charge] So if we auto create in this case, and we want to merge lines, say
these two parts are on a kit of some sort, or maybe a lot charge,
you can click this merge lines button, merge these two lines here and say lot
charge in this case.
[13:05] Now you can merge lines, and let's save here, or let's revert changes, auto create,
click save, and then merge the lines.
[13:28] Now you can see these are merged into one, so you can see these two
are tying into this overall price, and this is what you're gonna portray back on
your quote or your PDF back to your customers.
[13:39] You can also use this drag and drop feature on the left side.
[13:43] So you can drag and add more lines of this part number to the quote,
or you can drag and add it to a line item underneath any of these
charges.
[13:56] So if you wanted to drag this in here and add it as another line
item here into this lot charge, you can quickly do that.
[14:04] Once again, you can always click this revert changes to get back to your previously
saved.
[14:11] Another thing here is you can quickly associate part numbers with a fee.
[14:15] So let's say the shipping fee, we want it shared between these two part numbers.
[14:20] [associates two part numbers with a shared fee] We can quickly associate these two part numbers with the shipping fee.
[14:25] And when you convert this over to a sales order, you'll get the status connected
to that shipping fee.
[14:32] You can also quickly add a product here.
[14:35] So if you wanted to quickly add another line and you wanted to add a
product for maybe an expedite fee, these can be set up on the pricing screen
on the home screen at Steelhead.
[14:47] But these prices can be generated per product.
[14:50] [adds a product line for an expedite fee] So we could say we wanna do this 3M expedite fee, one day for $150,
and that can quickly add that fee to this line.
[15:00] Once again, you can tie this to an appropriate part number.
[15:06] You can also use this command J to jump between lines.
[15:10] That's a quick shortcut to jump in between different lines.
[15:19] [opens and previews the quote PDF] Once you are satisfied with your quote and you click save, now you can go
back to the top of your screen and open your PDF, and this is where
you can select your different templates that you have set up.
[15:32] So in this case we're doing a total price quote, so we can view this
PDF and see we have different lines that you're portraying back to your customers.
[15:43] Now if I was to quickly edit that and merge these lines into a lot
charge, let's go back to that example and click save.
[15:55] You can see that now, as shown on your PDF, as a lot charge.
[16:05] [emails the quote to the customer] Once you have your quote finalized here and you like your PDF, you can email
out your quote, and this is where you can select your PDF here.
[16:18] So you can select your PDF, save, and select the appropriate personnel from that company
that you want to email that quote to.
[16:28] From here you can also type in a message, and if you want to auto
generate a message for different categories of Steelhead quotes being one of them, you can
click this icon here and edit your email settings and edit these automated messages.
[16:42] You can also request a signature here, and this will request a signature from your
customer.
[16:50] Once you click send, you'll notice that the status changed from draft to sent.
[16:57] If we're actually following these different stages, as a quote creator, you would want to
move the stages as you create it.
[17:05] [moves the quote from pricing approval to active] So pricing approval, and then someone else would come in and move it to active.
[17:13] Once they move it to active and you realize that you won the quote or
lost a quote, you can categorize that active variation right here, whether you won or
lost.
[17:25] So let's say we won this quote, this will change the status.
[17:28] [creates a sales order from the quote] Once again, once you have this quote finalized and you actually receive these parts in,
you can easily create a sales order from this box up here.
[17:42] By clicking this icon here, you can fill in all your information for your PO.
[17:47] So if you have a PO number 67, and you can fill in any other
information that goes along with this PO.
[17:58] Once you click save here, you'll notice this dialogue pops up, and this is where
you can edit your quantity that you actually received.
[18:05] So if you quoted for a hundred but you actually received 80, you could edit
it here, and you could edit that in your line item as well, so that
you're only charging for the certain amount.
[18:19] Switch it back here. You can also remove any fees.
[18:24] So if you receive this order but it's not expedited anymore, you could take that
expedite fee off.
[18:30] [saves and adds parts to the sales order] Once you have finalized this, you can click the save and add parts button, and
this will add the parts to your sales order.
[18:40] So this is a familiar screen if you've used Steelhead before, but this is where
you can edit any of the information.
[18:46] You can edit the quantity. Once again, you can add instructions here, but the main
thing when it comes to quoting is making sure that this quote is linked, and
that's auto linked if you go through the quote. Once you click save here, you'll
notice right here we'll have our BOM items, and you'll see that there's $808 directed
to this part number and 876.
[19:14] But what we're gonna portray back to our customer when we invoice it for it
is just this lot charge.
[19:21] So all those are broken up per part number.
[19:24] We're just gonna show them the $1,684.
[19:29] You can also see, since we linked back on the quoting screen, the shipping charge
to those two part numbers, we can see one, the status is tied here to
the 200 parts in production, and also up above you can see that it's shared
between the two part numbers.
[19:50] The next thing I want to cover here is dynamic part pricing.
[19:56] [opens dynamic part pricing on a part number] So when it comes to pricing the part, you can click into any of these
part numbers and you can set up different pricing for different scenarios.
[20:08] Here you can click this plus button and you could say, in this scenario, we
want to use the color satin black versus prime red.
[20:23] So we could set up satin black price for this part number, and let's just
type in a price here, in dollars, save.
[20:41] And then we could also set up a part price for prime red.
[21:02] [creates a sales order and selects a pricing scenario] With these two part prices set up, when you go to receive an order, if
I was to create an order here against those two part numbers, again, new sales
order, 3M, save and add parts, you can see we can select these two different
options.
[21:49] If you select the satin black, you can see that the treatment gets driven for
this scenario and also the different price.
[21:59] So for this order it would go through satin black, but if we had selected
the prime red, it would go through the prime red.
[22:23] Let's go back here.
[22:36] So it's going through the prime red here.
[22:39] Once you click save, you can see that that work order goes through prime red.
[22:44] While if I added that bracket again, and I did the satin black, that work
order would be a different work order that goes through satin black.
[23:04] The last thing I wanted to cover is the reporting feature around quotes.
[23:09] [opens Reporting for quoting win rates and quotes by customer] So if you jump into reporting and you go down to Other here, the native
reports we have for quoting are quoting win rates along with quotes by customer.
[23:22] Here you can view a nice chart.
[23:24] These can be all configured using this configure dialogue here, you can switch this to
a different type of chart based off of what you wanna see.
[23:34] And then these tables down here can also be configured based off of what you
wanna see.
[23:38] A good example might be you wanna see all your quotes that are won.
[23:43] So you can come down here and quickly say the status where it equals won,
and you can see all quotes that are won that might be coming into your
shop soon.
[24:04] That about wraps it up for the quoting overview.
[24:08] At this point I'm going to open it up for any questions you wanna ask.
[24:22] We had a quick question.
[24:24] Yes. So back when we were looking at sending the quotes, you said that you
could customize like autogenerated messages.
[24:33] Is there any way you could show us where that is, where we can actually
set those messages for the quote specifically?
[24:39] Yes, of course.
[24:41] So if I jump back in here and I open up that quote that we
had just went through, if you click on the email icon here, and we click
on this gear here, it's gonna take you to a new page, and this is
where you can enter a default message for quotes.
[25:04] And you can also do this for all sorts of different things, for purchase orders,
maybe for invoices, or shippers.
[25:12] So if I go to shipping, you'll notice you have different ones that you can
set up there as well.
[25:19] Okay, sweet. Thank you. Thank you.
[25:21] Of course.
[25:32] Hello, this is Ben with Twin City Plating. Can you hear us?
[25:35] Yes. There was discussions about a possible AutoCAD or some sort of CAD reader, if
customers give us CAD documents, that eventually maybe AutoCAD system could take surface area or
weight from that CAD drawing and help with the power tools of quoting.
[26:06] Is there any discussions or any movement on that?
[26:13] I'm not sure on the movement of it exactly, but I know there is discussion
of that eventually coming.
[26:18] I don't know the exact timeline, but I could check with my team and get
back to you.
[26:23] You said you're Ben, from where?
[26:28] From Twin City Plating. Okay.
[26:33] And then the second question was, when you toggled the treatment and then there was
a bar where you were adjusting powder, and a couple other parameters and blasting, how
are those created?
[26:55] Okay, yeah. So that was created on the process tree.
[27:00] So when you're setting up your process trees on a certain step, you can set
up a treatment group.
[27:06] Let's just go to that batch powder coat process for this sample.
[27:12] So on the powder in process step?
[27:16] Yeah. We tied a treatment group to that process.
[27:20] Yeah, we know about treatments, but then how do you add pricing to it now?
[27:24] Okay, so you can add pricing to the treatment or treatment group directly.
[27:29] You can either go to the pricing category here and go to treatment prices and
add them from here.
[27:38] So you can either select the treatment group you want to tie this pricing to,
or this specific treatment, or you can go to the treatments themselves.
[27:47] So if I pull up treatments here, you can click on either the specific treatment
group or treatment, let's just go to this powder, for example, and you can add
the pricing here.
[27:58] Gotcha. Okay, cool. Alright, thank you.
[28:02] Now, in the case where you don't want it to show up as a price
builder, but we actually want to factor that into our formula in the background, that
would be discussed with your deployment leader or support team.
[28:11] If you want something like that configured, we can hide that from the quote price
builder, but that price can still be factored into your equation.
[28:20] Cool. Okay, thank you. Yep, no problem.
[28:34] All right. Thank you, Wes, and thank you all for joining today.
[28:38] I wanted to give a few updates within Steelhead.
[28:42] Upcoming next week, there's the Women in Finishing Conference, and if any of you will
be attending, Kelsey, Ellie and I will be there, and we look forward to seeing
you.
[28:51] And then we have Revenue Riptide coming up this year, and we are just weeks
away from officially announcing the date.
[28:59] So we are excited to share that with you.
[29:01] And finally, next month's masterclass is gonna be on outsourcing and purchasing, and we will
send out an update on the date for that as well.
[29:11] And we will stay on for a few extra minutes if anyone has any questions,
but if not, have a good rest of your day. Thank you.
Taxonomy tags
Steelhead product area
Sales; Quoting; Sales orders; Reporting
Feature / module
Quoting; Part Number Pricing; Quote Lines; Dynamic part pricing; Sales orders; Reporting
Workflow category
Estimate to order; quote configuration; order conversion; performance reporting
Topics covered
Formula-driven part pricing; quote lines vs. part pricing; merging and bulk pricing lines; dynamic pricing
by treatment scenario; quote-to-sales-order conversion; quoting win-rate reporting
by treatment scenario; quote-to-sales-order conversion; quoting win-rate reporting