Advanced Quote Options
9 docs
Attach File/Document to Quote
Last Updated: 10 November 2026Add photos, PDFs or other files to a quote.
Export Quotes (CSV or PDF)
Last Updated: 10 November 2026Export your quotes to a CSV file with the fields you choose, or download them as PDFs in bulk.
View Quotes Quick Stats
Last Updated: 10 November 2026See the value and number of quotes in each status for a period.
Filter Quotes
Last Updated: 10 November 2026Show only the quotes you need, by date, status, sale agent, customer or vehicle.
Add/Show/Hide Signature on Quote PDFs
Last Updated: 10 November 2026Add a signature block to your quote PDF, or remove it.
Set Up Electronic Signature on Quote
Last Updated: 10 November 2026Ask customers to sign and confirm who they are when they accept a quote online.
Set Up Automatic Quote Expiry Reminders
Last Updated: 10 November 2026Send customers a reminder a set number of days before a quote expires.
Set Default Quote Expiry (Quote Expire After Days)
Last Updated: 10 November 2026Choose how many days after the quote date a new quote expires.