How to share quote with customers?
This article describes the steps for sharing the quote in COMPAS Go 1. Log into COMPAS Go with valid credentials. 2. Select a the quote that need to be shared from...
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How do I create a quote notes in COMPAS Go?
Quote Notes are used when special comments need to be posted inside a proposal reports. These comments are located in the header of the proposal report. 1. The...
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How do I create a Global Notes?
A Global Note provides users the ability to add a comment to every quote automatically. A global note shows up on all Proposals reports Refer the following links...
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How to use Quote Details section?
Manage Quote page is to edit and update the quote related information. Basically, it has three tabs: "Quote Details", "Siemens Products" & "Customer products". ...
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How to create report groups in COMPAS Go?
This article describes the steps to create report groups for grouping of line items in COMPAS go. Report groups are used when an alternate or break out price is...
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How to apply report groups to line(s) in COMPAS Go?
Report Groups provide the user the ability to break out products from a base bid. Report Groups provide alternate product groups. Adding a Report Group to a line(s)....
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How to add a competitor to a COMPAS Go quote?
This article describes the process to add a new or change the existing competitor to a quote. 1. Login into COMPAS Go with valid credentials 2. Create a new quote...
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How to use email notification option from settings?
This article describes the option available in COMPAS Go to set your email notification. Once done, no more selecting for each quote. 1. Login into COMPAS Go with...
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How to change version quote to the master quote?
You have created a version quote that needs to be changed to the master quote. Following are the steps to be followed. From the quotes screen, click on any of...
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How to add/delete customer product family and sub-families?
This article describes information on the usage of customer products in COMPAS Go. Apart from Siemens products, adding/deleting of customer products into quote is...
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