Create Quote

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  1. On the Vehicle Overview Screen, click Quotes.
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  2. Click New Quote button.
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  3. Fill in Customer and Vehicle fields.
    Optionally, you can provide current Mileage.
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  4. 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.

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  5. Optional Additional Settings: Select Status, select Sale Agent, and add notes and tags.
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  6. Add Quote lines/items.
    1. 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 23 Create New Invoice 2 7 Add button.
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      Note: If you need to add new Items to the system (Add Item dropdown list), please follow this guide: Add New Item

    2. Manually Enter quote items.
      Enter Item Name, Description, Qty, Rate and select TAX/VAT. Click 23 Create New Invoice 2 7 Add button.
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  7. 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 23 Create New Invoice 3 7
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  8. 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).
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  9. 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).
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    Note: Learn how to Add pre-defined Quote Notes and Terms. Just follow these guides: Add Quote Note, Add Quote Terms.

  10. 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
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