How to build a Quote

This feature is only available for PRO Connect or Work Subscribers.

We've designed the estimating (quoting) process with simplicity in mind. By using the same calculations that you're using now, it's a short learning curve, resulting in a powerful, error-free tool that creates and organizes everything you need at the customer level.

Please refer to the following KB articles before building your first quote:

• About Quote Items
• Printing Quotes
• Emailing Quotes

Let's get started on building a quote:

1. Click on Quotes > Add a New Quote.
2. [REQUIRED] Enter in the customer name. If the customer record exists in your database, it will appear in the drop-down selection (once you type at least 3 characters of the name) and you can choose the location from the Customer Location on the right. If the customer record doesn't exist, you can add one here.
3. [OPTIONAL] Fill in the relevant customer information. We always recommend creating as complete a record as possible.
4. [OPTIONAL] Fill in Quote Date, Due Date, and Expiry Date. If this is your company's first quote, assign a Quote No.
5. [OPTIONAL] Fill in the relevant job details. At a minimum, we recommend a Job Type, Job Title, Address, and Quote Stage.
6. Click Add Quote.
7. Click Add Item in the Quote Builder.
8. Select the Item from your company's products and services inventory (Item) list and click Add Item.
9. If you want to add a custom Quote Description that you want to print on the quote, add it here and select Print Quote Description. Here's a KB about Printing Quotes. 
10. Enter in the dimension(s) and quantity, then Add Item to Quote.
11. Add relevant sales tax(es) by clicking Add Tax.
12. Add relevant shipping charges by clicking Add Item, and then select your company's shipping item.
13. Add deposit required (if applicable).
14. If you don't want to print line item pricing, uncheck the Print line item pricing box.
15. Add your company's Terms and Conditions and any relevant Internal Notes.
16. Click Save.
17. Click Preview Quote/Save as PDF to view the customer facing quote.
18. Save the quote to your local computer or network.
19. Print or email the quote to your customer.

View our video tutorials on certain quote types by clicking the corresponding link: