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Creating Quotes
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Viewing a Service Plan (Maintenance Check Sheet)
KB Article #8439 Service Plans (Maintenance Check Sheets) are only available for legacy Opel Vauxhall veh...
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Creating a Quote
Quotes can be created with or without the VIN or Registration Number. The VIN/Registration Number is requ...
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Adding a Standard Job to a Quote
Within an open quote, standard jobs are located in the left-hand panel for quick access. Use the search b...
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Adding Parts to a Quote
Within an open quote, parts can be added using the left-hand panel, either as ad hoc parts or manufacture...
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Adding a Non-Standard Labour Cost to a Quote
Within an open quote, non-standard labour costs can be added using the left-hand panel. Notes: The labo...
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Adding a Non-Standard Job to a Quote
Within an open quote, non-standard jobs can be added using the left-hand panel. Watch this video to lea...
Quote History & Updates
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Searching for a Quote
Use the Maintain Quotes tab to search for an existing quote. To search for a quote: Click the Maintai...
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Making a Copy of a Quote
If needed, you can create a duplicate version of a quote by making a copy of it. This is particularly use...
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Emailing a Quote to a Customer
Once a quote is saved in QuoteLink, you are able to email it to a customer. Notes: The customer must ha...
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Invoicing a Quote
Once the work is completed, use the DMS-generated invoice number to invoice the quote. To invoice the c...
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Deleting a Quote
Saved quotes will be maintained indefinitely. However, you can delete quotes from vehicles. Note: Delete...
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Printing a Quote
Once you have created a quote in QuoteLink, you can print it out to share with your customer. To print ...
Setup & Administration
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Managing Market Local Generic Parts in Stellantis Quotelink (NSC Level Users Only)
KB Article #8546 From the Market Admin tab, select the Generic Parts tab to manage the available Market L...
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Adding Users
New users can be created through the Administration tab. Note: Users cannot be deleted. They can only be ...
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Resetting a User's Password
Administrators can reset the password of any of their users. Watch this video to learn more! To reset...
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Updating User Details
KB Article #5152 A user's details can be easily updated in the Administration tab. To update a user's de...
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Updating Dealership Information
Dealership information can be updated through the Administration tab. To update your dealership's inform...
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Deactivating and Reactivating Users
Users can be deactivated, which makes them unable to log in. They can also be reactivated if needed. Not...
Using the Menu Manager
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Getting Started with the QuoteLink Menu Manager
QuoteLink contains functionality that gives you the ability to create rules to modify specific QuoteLink ...
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QuoteLink Menu Manager: Rules Conditions Overview
Rule structures are made up of Conditions and Effects. At minimum, your rule must have conditions specify...
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QuoteLink Menu Manager: Rules Effects Overview
Rule structures are made up of Conditions and Effects. Effects are used to change any item identified by ...
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Creating a New Rule in Menu Manager
The Menu Manager is a powerful tool that allows you to create rules that modify specific pricing menus. U...
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Creating a Pricing Report
The Pricing Report is a tool for analysing pricing of menus. It enables the user to select the conditions...
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Using a Rule to Correct a Generic Part's Quantity
A placeholder can be used in a rule if DMS vendors need to ensure dealers have correct quantity informati...
Menu & Support Options
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Stellantis QuoteLink Video Tutorials
KB Article #7172
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Logging In to QuoteLink
Forgot your user information? Contact your local RIT coordinator for your credentials. To log in: Usi...
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Using the Newsletter in QuoteLink
The Newsletter tab provides you with news and information directly from Stellantis. This includes informa...
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QuoteLink Important System Messages
When there are incomplete setup tasks that require your attention, you will see one or more "Important Sy...
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Changing Your Display Language
The display language is initially chosen when setting up a new user. However, you can toggle the display ...
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Contact QuoteLink Support
Want to talk to an agent directly? Contact OEC Customer Support via email at stellantis.support@oeconnect...