Create a quote like you’d plan a project - build an estimate of your services and materials using a Gantt-chart interface, and after approval your quote can then be transferred to a project plan for an efficient client delivery cycle.
Using this guide, you can:
Easily create a quote from a couple different places within the Sales page.
To create a quote:
The first option is to click the Create Related drop down button and select the Quote option.
Alternatively, under the Quotes section in the left column, and click the Add a Quote button.
Fill out your Quote Details: Give your Quote a Title, Quote Manager, and Quote Template.
Click Create Quote.
When you create a quote, you will be taken to the Quote Overview Page.
See quick details of your quote in the left column, very similar to the Sales Page. And right across the center you will find a step by step guide when creating each quote.
List your Quote's service items and any necessary materials. Sum up your estimate total in one place.
To create an Estimate:
Now as you come back to the Overview page, you will see the Estimate nicely outlined under your Estimate Tab.
Write up the content for any introductions, conclusions, and terms and conditions. We know that when it comes to the content, each quote is going to be a little different each time so you can enter the right information before you send the estimate. However, you can have all of this predefined by your Quote Template.
To edit your Quote Content:
Quote Title - Enter a name for your quote, typically representing the name of the project you plan to perform for the customer.
Introduction - An overview section of the context of the quote; for example, this section might introduce your company, state how this project came about, and list who the client should contact regarding the project.
Conclusion - Generally used as a summary section for scope of work, time frame, payment, and so forth.
Terms & Conditions - Summarize and define necessary relevant terms such as parties, warranty/indemnity, delivery term, liability, etc.
Put the final touches on your Quote. The simplest step is to configure the PDF and put the final touches on the estimate before you send it to your client for approval. Note that you can also predefine these options in your Quote Template.
To Preview and Publish your Quote:
Include PDF - A copy of your quote will be attached to the email in PDF format.
Include Client Portal Link - Your email will include a link for your client to view the quote in your Client Portal. There they will be able to discuss the quote with you, as well as approve the quote electronically.