An easy way to create a new quote or estimate is to copy an existing one. You can then change existing details and add new ones.
To create a new quote or estimate by copying an existing one:
- In the Business menu, select Quotes.
- If required, click the Filter button to the right side of the search bar and select the required filterA filter provides a quick way to display only selected clients, jobs, quotes or estimates, work in progress, invoices and purchase orders based on pre-defined criteria. values.
- Drill down on the number of the quote or estimate you wish to copy.
- On the quote details screen, select Options > Copy quote or Copy estimate.
- On the New Quote or New Estimate screen, edit the information to reflect your new quote or estimate. For more information about each field, see the Data fields reference section below.
- Click Next to save your changes. The new quote or estimate is saved, and the details screen is displayed to allow you to add or edit further details.
- Add tasks and costs, as required.
You can add optional tasks and costs to the quote or estimate by following the add instructions below, and toggling the Optional switch to ON
in those tasks or costs you wish to make optional.
- Review, and if required, update the information shown, then Save your changes.
- Select one of the final options.
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Final options
Field Description Issue Changes quote status to Issued, saves current quote information and displays the main Quote Manager screen.
Issue & Accept Changes quote status to Accepted, saves current quote information and displays the main Quote Manager screen.
Save draft Saves current quote information and displays the main Quote Manager screen. Print PDF Saves current quote information and displays the Print Quote screen. Email To send the quotes or estimates via email. Cancel quote Deletes the current draft quote or estimate.
Once a quote or estimate has been issued, the financial details it contains cannot be changed.
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Final options
Data fields reference
| Field | Description |
|---|---|
| Client |
The name of the client that the quote or estimate is for. If necessary, select the client name from the drop-down list. |
| Contact |
Name of the contact person at the selected client. Select a contact person, as required. |
| Quote/Estimate |
You can use this field for changing the quote in to estimate or change the estimate in to quote. |
| Quote name |
The name you will use to identify this quote or estimate, and if it is accepted, job. The name is duplicated from the original quote or estimate, so you may wish to change that before saving the new copy. |
| Sales Person |
In sale person perform work for clients, usually on a billable basis and it is added as usersA user is anyone (a staff member, manager, administrator, employee, subcontractor) who has a login that counts towards your current number of subscribers for billing purposes.. It can be assigned directly to one or more jobs, as required. |
| Description |
Job description. This will flow through to the job if the quote or estimate is accepted. |
| Budget |
You can use this field to note the budget figure that you discussed with the client. |
|
Valid from |
The start date of the quote or estimate. Select a date from the pop-up calendar, as required. |
|
Valid to |
The date that the quote or estimate is valid to. Select a date from the pop-up calendar, as required. Quotes/estimates are normally valid for 28 days, but you can change this in Organisation Settings > Valid For (Days). |
| Optional Items Explanation | The text you type here is used as a descriptive heading for any optional tasks or costs included in the quote or estimate. |