To create a new quotation, click on the Quotations menu button followed by "Create New Quotation".
You can now start filling out your new quotation.
Description
You can fill out the description of the quotation with as much detail as you require.
If you attach an appointment to this quotation, you can automatically prefill the description box with your appointment description.
Email Attachments
The "Email Attachments" button will also let you attach up to 20 additional files to the email which is sent to the client.
This can be anything from extra photos as part of the quotation, to PDF documents.
These attachments will also be visible in Client Connect if the customer has linked with your business.
Line Items
The next section is the individual line items for this quotation.
As you type in the "Item Name" box, it will give you suggestions for inventory to use, or alternatively type as much detail as you need.
Don't forget to add in a quantity/hours and unit price for each line item!
To add another item to the quotation click on the "Add (another) line item..." button and follow the previous step.
Tip: You can optionally add a description line by leaving the unit price and quantity as zero. On the PDF, it will print the description as a full line. (as pictured below)
Once you have finished adding your description and line items, you can assign it to an appointment and client, plus fill in any other necessary quotation fields by clicking on the respective sections.
When you are ready you can save the quotation at the bottom right as "Draft" or "Published"
If the quotation status is "Published", clicking the save button will prompt you with whether you'd like to send a copy of the quotation straight to the client, or alternatively only save the quotation (without sending).
