Quote Manager

Managing quotes (2 min 04 sec.)

The Quote Manager screen allows you to quickly sort, browse and find all current unaccepted quotesA quote contains details of the costs that your client should expect to incur if they proceed with the job. There may be some variation between the quoted costs and actual costs, but your client should have some confidence that this variation will be small. In WorkflowMax there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs, if the job goes ahead. See also Master quote. and estimatesAn estimate contains details of your best estimate of time or costs for completing a job. Your client should understand that an estimate is not a firm quotation for the exact number of hours or cost. In WorkflowMax there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs, if the job goes ahead. See also Quote and Master quote..

This section deals with using Quote Manager to work with quotes. For details on using Quote Manager with estimates, see Quote manager – estimates.

On the Quote Manager screen, you can drill down on a quote to display the Quote Information screen where the:

  • complete details of the quote can be viewed or edited, and the
  • quote itself can be copied, deleted, printed or saved as a template.

Working with quotes in Quote Manager

Creating quotes

Revising a quote

Accepting a quote

Declining a quote

Marking a quote as sent

Unmarking a quote as sent

Archiving or restoring a quote

Editing a quote

Quote manager options

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