Quotes & Estimates
Creating, sending and winning quotes
- Letting customers see quotes and estimates online
- Requiring a signature when customer accepts a quote
- Calculate labour costs
- Saving prices to your price list
- Calculate material costs
- Creating a quote or estimate
- Showing/hiding materials & labour costs
- Converting quotes to invoices
- Changing the look of your quotes
- Sending a quote
- Uploading accreditation logos to your paperwork
- Customer comments and accepting quotes
- Adding a discount
- Add {{quote_valid_until}} tag to email template
- How to change the 'Valid Until' quotation dates
- Using bulk actions on quotes
- How to remove 'Valid until' date from quotes or estimates
- Adding quantities to work items
- Searching for saved materials & labour rates