Creating a Quote
Learn how to create a new quote with line items, VAT and send it to your customer.
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Quoting
Create and manage quotes and estimates for your customers.
Managing Quote Status
Understand the quote lifecycle from draft through accepted, declined or query.
VAT and Pricing
How VAT rates are applied to quotes and how to configure your default rate.
Quote Groups and Options
Use included, optional and multiple-choice groups to give customers choices on a quote.
Quote Line Items and the Item Catalogue
Add custom lines or pull items from your catalogue, with cost prices and line images.
Discounts, Deposits and Payment Frequency
Apply discounts and deposits, and set one-off or recurring payment frequencies.
Quote Templates
Save quotes as reusable templates and load them to build new quotes faster.
Customer Acceptance, Queries and Reminders
How customers accept, query or decline a quote, plus quote reminders and view tracking.