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How To: Generate a Customers Quote
How To: Generate a Customers Quote
Updated over a week ago

On the panel on the far left side of the screen click on QUOTE

Your Bill of Materials (BOM) will appear. Click on CONFIRM AND GENERATE QUOTE after reviewing or making any changes to your Comonent List

Your customers quote should appear

To customise your quote, click on the three lines beside the QUOTATION header

Click any of the options to show or hide various fields

To add an installation cost, click on the dollar value beside Installation and add your cost

To add the cost of additional items, click on Extra Items

Add in a description for your extra item and your cost. You can choose to show the breakdown on the quote by clicking the box

Edit your contact details by clicking on the box below your business logo. Only some fields are editable in this screen.

To edit your ABN and Building Licence, click on the downward arrow beside the logo in the top right corner of your screen

Import your business logo to customise your quote, amend or add your ABN and Building Licence number

When complete, click on CREATE PDF FOR PRINTING OR EMAILING

Select from the options on the top, right hand side to print, download, GET ENGINEERING or SHOW QUOTE DETAILS

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