Building and Sending a Quote

Building a Quote

Depending on how you created a quote (see Creating a Quotation), there may be some additional fields to fill out before the quote is ready to be sent.

Required Fields

At least one order line must be added before a Quote can be sent

Option 1: You can add order lines manually from the Order Line side menu

Option 2 : Select an Estimation (Floorplan and Layout)

Service Location

Optional Fields:

Description of Work

Job Type (coming soon)

Job Class (coming soon)

Time Preference

2. Sending a Quote

Before you can convert a Quote to a Sales Order, the status must be changed from DRAFT to SENT. There are 2 ways to do this:

Option 1: Email the Quotation (when emailed, the status automatically changes to SENT)

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Watch Video

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Option 2: Manually change the status to SENT (This option does not send an email to the customer)

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Watch Video

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