Creating a New Quote
To create a new quote, navigate to the Quotes page from the CRM section and click "New Quote".
Required Information
Every quote needs:
- Title - A short description of the work
- Customer - The customer the quote is for
New quotes start with an Included Items group ready for you to add lines to. You do not have to add a starter line item to save the quote, but a quote with no priced lines will total zero.
Line Items and Groups
Line items are organised into groups. Each new quote begins with an Included Items group, and you can add Optional and Multiple Choice groups as well. Within a group, click "Add item" to add a custom line or select one from your item catalogue.
Each line item includes a description, quantity, unit price and VAT rate. The system automatically recalculates line totals, VAT, discounts, deposits, the subtotal and the grand total as you edit. See "Quote Groups and Options" for how included, optional and multiple-choice groups work.
Optional Fields
You can link a quote to a lead, property and customer, and create a new customer or property without leaving the quote form. You can also set a valid-until date, add a description and notes, choose a payment frequency, and configure discounts and deposits.
Quote Reference
Each quote is automatically assigned a unique reference number.
Creating from a Lead or Customer
You can create a quote directly from a lead or a customer record. Starting from a lead pre-fills the customer, lead, property and title.