Quotes
Add New Quote | Create Quote
- Click Sales menu located on the sidebar menu (left-hand side of the screen).
- Click Quotes option.
- Click Create New Quote button.
- Fill in Customer and Vehicle fields.
Optionally, you can provide current Mileage.
- Optional Quote Settings: Set Quote Date (current date by default), and Expiry Date.
When Expiry Date is set, the system will automatically send due notice to Customers.Note: You can set default number of days when Quote should get marked as Expired – just follow this guide: Set default Due After for Quotes.
To set up when system should send Due notices, please follow this guides: Set Up Automatic Quote Due Notices.
- Optional Additional Settings: Select Status, select Sale Agent, and add notes and tags.
- Add Quote lines/items.
- You can use Add Item dropdown with pre-defined list of items. Name, Description, Rate and TAX/VAT will get automatically filled in.
Click on Add Item dropdown, select an item from the list and click
Add button.
Note: If you need to add new Items to the system (Add Item dropdown list), please follow this guide: Add New Item
- Manually Enter quote items.
Enter Item Name, Description, Qty, Rate and select TAX/VAT. Click Add button.
- You can use Add Item dropdown with pre-defined list of items. Name, Description, Rate and TAX/VAT will get automatically filled in.
- Quote Items will get added to the list.
You can still update each line (e.g. quantities, descriptions, rates, tax/vat), re-order item lines (Reorder Items on Quote), or delete a line by clicking
- Optional: Quote Discount and Adjustment.
You can set Quote Discount (percentage or fixed amount) that can be applied before or after tax/vat.
You can make additional adjustment. Adjustment can also be a negative numbers (e.g -5).
- Optional: Client Notes & Terms.
You can enter additional information to Client Note field and provide some additional Terms & Conditions.
Both fields will be visible at the bottom of the Quote (PDF and online document).
Note: Learn how to Add pre-defined Quote Notes and Terms. Just follow these guides: Add Quote Note, Add Quote Terms.
- Click SAVE button to add quote to the system.
You can click on the small triangle next to ‘SAVE’ button for more options:
– Save & Send – save and send quote email to customer
– Save & Send Later – save and schedule quote email to customer
