Quotes and estimates can be created from the Lead Manager.
To create a new quote or estimate from a lead:
- In the Business menu, select Leads > All Leads tab.
- On the Leads screen, drill down on the name of the lead you wish to create a quote or estimate from.
- On the lead details screen, do one of the following:
- On the Details tab, select Options > + Create New Quote.
- On the Quotes tab, click + Create New Quote.
- On the quote or estimate details screen, add or change the information. For more information about each field, see the Data fields reference section below.
- 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 is for. The name is copied from the original quote or estimate, as it's likely that the revised quote or estimate is for the original client. |
| 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 into an estimate or change the estimate into a quote. |
| Valid from |
The date that the quote or estimate is valid from. Select a date from the pop-up calendar, as required. |
| Valid to |
The date that the quote is valid to. Select a date from the pop-up calendar, as required. Quotes and estimates are normally valid for 28 days, but you can change this in Organisation Settings > Valid For (Days). |
| Salesperson |
In the salesperson is the staff member who is the primary contact with the client. The salesperson is a userA 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. who can be assigned directly to one or more jobs, as required. |
| Quote name |
The name you will use to identify this quote, and if it is accepted, job. |
| Budget |
You can use this field to note the budget figure that you discussed with the client. |
| Pricing Mode |
The pricing method used for prices on this quote or estimate. Prices are calculated from the estimated time and applicable billable rates (for tasks) and the quantity and unit price (for costs).
For further details, see Fixed price quoting and billing. |
| Description |
Job description. This will flow through to the job if the quote or estimate is accepted. |
| 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. |