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Quotes Overview

1 min read

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Quotes (estimates) let you price a job before you start it. When the customer agrees, you turn the quote into an invoice or a job card.

  1. Click Quotes in the sidebar, under Sales & Billing.
    Quotes Page In Garage Invoice With The Status Bar And Quote List
  2. The bar at the top shows how many quotes you have in each status: All, Draft, Ready, Sent, Expired, Declined and Accepted. Click a status to show only those quotes. See Quote Status Explained.
  3. The list shows the Quote #, Amount, Total Tax, Date, Customer, Vehicle, Tags, Expiry Date, Reference # and Status. Hover over a quote to View, Edit or Delete it.
    Hovering Over A Quote Shows View, Edit And Delete
  4. Click a quote number to open the quote on the right. The tabs are Quote, Tasks and Reminders. The buttons along the top are:
    • Edit: change the quote. See Edit Quote.
    • Send: email the quote to the customer. See Send Quote to Customer.
    • Print: print the quote. See Print Quote.
    • More: view it as the customer sees it, PDF options, change the status, copy, attach a file or delete. Create Appointment opens a new appointment with the quote’s customer and vehicle filled in.
    • Convert: turn the quote into an Invoice or a Job Card.

    Quote Preview With Edit, Send, Print, More And Convert Buttons

  5. The buttons at the top right of the page are, from left to right: hide the preview panel, quick stats, filter and the cog menu (filter bar, columns, PDF settings, quote settings, import and export).
  6. The grid button next to Create New Quote switches to the pipeline view. See Quote Pipeline View.

Next: Create Quote · Send Quote to Customer · Convert Quote to Invoice

Feature Garage quoting software: see what it does and how it fits your workshop.

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