Can I Convert a Quote to a Job?
Yes, you can Convert a Formitize Quote to a Job in both the Management Portal and the App In the Management Portal,   Open the Quote you would like to co...
Fri, 22 Apr, 2022 at 2:35 PM
How do I add attachments to Quotes?
The Default Email Attachments allows you add an attachment such as Terms & Conditions or another Resource Document to send automatically with your Quote...
Fri, 22 Apr, 2022 at 2:11 PM
How do I add one off notes and comments to Quotes?
One off Notes can be added to your Customers Quotes using the Notes section, these notes will appear on the Quote PDF.
Fri, 22 Apr, 2022 at 2:12 PM
How do I add One-off Attachments to a Quote and send in an email?
To add a One-off Attachment the Quotes need to first be created and saved. Once you have saved the Quote you can edit it and add one-off attachments.   Op...
Fri, 22 Apr, 2022 at 2:18 PM
How do I create a New Quote?
here are a number of ways to create a Quote, From within the Management Portal,    Select CRM from the top menu bar. From the drop-down select Quotes. ...
Fri, 22 Apr, 2022 at 2:07 PM
How do I view my Quotes?
You are able to view your Quotes in both the Management Portal and in the App. To view your Quotes in the Management Portal,    Select CRM from the top m...
Fri, 22 Apr, 2022 at 2:31 PM
What are Quote Reminders?
Quote Reminders are your Automated Assistant, following up a quote that you have created. Reminders can be sent to clients via Email, Text message and it c...
Fri, 22 Apr, 2022 at 2:29 PM
What are Quote Terms & Conditions?
Under Quote Terms & Conditions, you can add any terms and conditions relevant to your Quote here as default. You can adjust the terms and conditions on...
Fri, 22 Apr, 2022 at 2:24 PM
What are Quotes?
Some Clients will ask for a Quotation or Estimate to be sent before doing the job. Quotes are managed through the Accounts Module.
Fri, 22 Apr, 2022 at 2:03 PM
What is Quote Email?
Quote Email is the email that is sent automatically when you email your Quote to your customers. You can customize the wording of the Email in the your Quo...
Fri, 22 Apr, 2022 at 2:26 PM