{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/ed9f0846e48041fda1b566d5160b5c75\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/ed9f0846e48041fda1b566d5160b5c75-bce560fb7addcae3.gif","duration":307.298,"title":"How to Create and Convert Web Quotes","description":"This Loom explains how to create and manage quotes on Web, then convert them into service plans or agreements. The presenter shows creating a quote by selecting the recipient, salesperson, and optionally a plan template to prefill service types, frequency, custom months, line items, discounts, and client and internal notes. In advanced settings, they cover billing mode, tax rate, and auto-advancing the quote to an agreement for faster sign-off. When sent and approved, the portal displays the job breakdown and pricing, and the quote is marked converted, creating an inactive service plan until scheduled items make it active. They also review quick filters for sent, approved, responded, and changes requested quotes."}