BlueCam roo Release Note 5.5.2 - Sales Quotes - June 10, 2016

Sep 21, 2026

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BlueCam roo Release Note 5.5.2 (June 10, 2016) details a complete rework of how Sales Quotes function within Opportunities. The update changes the workflow so Products are added to each individual Sales Quote rather than being tied to the Opportunity, enabling alternate quotes for a single opportunity. It also introduces a more interactive Sales Quote Acceptance Page with quote comparison, optional products selection, alternate product groups, repeating payments, and an optional “payment required” flow, plus a content editor for comments.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Sales Quotes

Improved Acceptance Functionality

Sending Multiple Sales Quotes

Optional Products

Alternate Groups

Repeating Payments

Payment Required

Sales Quote Comment - Content Editor

Sales Quote Cover Letter

BlueCam roo Release Note 5.5.2 June 10, 2016 Sales Quotes At the heart of this release is a complete rework of how Sales Quotes work within Opportunities. Previously, after you’ve built a new Opportunity for a Lead or a Customer and are ready to send a Sales Quote, the first thing you would need to do is add Products. All the specifics of Products (such as quantity, discounts, etc. ) will be set up within each specific Product here. Your Sales Quote subtotals would be made up of all of the Products you have added, but could also be manually edited (which is no longer a feature) . This worked well for many businesses, but in a number of scenarios, companies may want to send multiple alternate Sales Quotes from which their customer could choose the best option for themselves. Because Products are a fixed element which are applied to every Sales Quote, giving alternative options would be impossible beyond creating a new Opportunity for each option. With this update, we have changed the Sales Quote process by changing the hierarchy of elements involved. Now, you create an Opportunity, then create a Sales Quote, and finally add Products to that Sales Quote. Because Products are no longer specific to the Opportunity but are now specified within each individual Sales Quote, this opens up a lot of flexibility for you and your Customers. It is significantly simpler to send alternate Sales Quotes for a single Opportunity to your customer, and has made it possible for several other improvements which are detailed in this release note. Improved Acceptance Functionality We wanted to make Sales Quote acceptance much more communicative. Previously, this was simple. When you sent out a Sales Quote, your customer would receive a customized letter with a PDF attachment of the Sales Quote. Customers would be able to accept it by replying to the email. Though simple, there was not much beyond acceptance; there would be no way to handle multiple options as well as several other features added in this release. Now, when you send out your Sales Quotes, your customer will receive an email with the Sales Quote added as an attachment (like previously), but now instead of asking for a reply for acceptance, you will need to include a link to your Sales Quote Acceptance Page (meaning you will nneed to change the content of your Sales Quote Cover Letter, detailed below) . This page will display all of the Sales Quotes on a single page, where your customer can easily compare them and select the one they prefer the most. Within each Sales Quote, they will be able to choose from various alternate groups and optional Products that you have set up. Finally, your customer will be able to accept the Sales Quote here. But, if you have chosen ‘payment required’for your Sales Quotes, your Customer will also be able to pay here. Note: Once one of the Sales Quotes have been accepted, the Products within this accepted Quote will be shown in the Products tab in the Sales Quote section of the Opportunity. This will serve as a summary of the chosen Products. Sending Multiple Sales Quotes As mentioned above, a key feature of this new release is giving you the ability to send multiple Sales Quotes at once. On the financial tools section of the Opportunity, you can add as many different Sales Quotes as needed to give your Customer several options to choose from. Once you click send, all of the Sales Quotes will send as attachments in a single email. Optional Products When building up a Sales Quote for a Customer, you may want to offer additional Products or services which would be beneficial to them, but are not absolutely necessary. In this release, we are giving you the ability to mark Products as‘Optional’. When you are adding new Products to a Sales Quote, you will see a check box labelled ‘Optional’. When you check this box, this Product (and all others checked off) will show up in a special section of your Sales Quote called Op

FAQs

What workflow change was made for Sales Quotes in this release?

The process was reworked so you create an Opportunity, then create a Sales Quote, and finally add Products to that specific Sales Quote.

How does the customer accept a Sales Quote now?

Instead of replying by email, customers use a link to the Sales Quote Acceptance Page to compare options and accept the chosen Sales Quote, and pay there if payment is required.

What are “Optional Products” and how do customers use them?

Products can be marked as Optional using a checkbox during Sales Quote creation. On the Acceptance Page, customers can choose which optional products to include or exclude.

Sep 21, 2026

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