Quotes & Estimates
Creating, sending and winning quotes
- Create a task
- Add a link in your paperwork
- Letting clients see quotes and estimates online
- View a list of materials per job
- Sending a quote
- Requiring a signature when customer accepts a quote
- Customer comments and accepting quotes
- Create a quote template
- Make a template from an existing quote
- Managing your quote templates
- Adding quantities to work items
- Searching for saved materials & labour rates
- How to remove 'Valid until' date from quotes or estimates
- How to change the 'Valid Until' quotation dates
- Add {{quote_valid_until}} tag to email template
- Using bulk actions on quotes
- Uploading accreditation logos to your paperwork
- Saving prices to your price list
- Changing the look of your quotes
- Showing/hiding materials & labour costs