How do I create a New Quote?
There are a number of ways to create a Quote, From within the Web Portal > Select CRM > Quotes > +New Quote on the right hand side of the quotes p...
Thu, 6 Apr, 2023 at 4:15 PM
What is the difference between Quotes and Estimates?
An estimate can be useful if you just want a rough idea of cost. Once you get an estimate and decide to use that trader you should then get a proper quote ...
Mon, 4 Jul, 2022 at 2:52 PM
How do I add default 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...
Thu, 6 Apr, 2023 at 4:18 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. Notes can be added when creating the ...
Fri, 22 Jul, 2022 at 3:33 PM
How do I add one off Attachments to a Quote?
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. Web P...
Fri, 22 Jul, 2022 at 4:52 PM
What is Quote Prefix and Automatic Sequential Numbering?
Quote Prefix is the information positioned in-front of the Quote Number, we use “QU -” as your default. You can change this to whatever your company would p...
Thu, 6 Apr, 2023 at 4:28 PM
What is Quote Title
You are able to add an automatic default Quote Title from with the Quote Settings. Web Portal > Settings cog > Accounts > Quotes > Quote Title ...
Thu, 6 Apr, 2023 at 4:31 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...
Thu, 6 Apr, 2023 at 4:37 PM
What is Quote Summary?
This is a general summary of services offered in the quotation. You can add a Default Summary that will be used when creating your new Quotes this can be ed...
Thu, 6 Apr, 2023 at 4:38 PM
What is a Quote Email?
A Quote Email is the email that is sent with your Quote PDF to your customers. You can customize the wording of the Email in the your Quote Settings.  
Tue, 11 Apr, 2023 at 11:14 AM