Adding, modifying and deleting a quote
There are a couple of ways to add a new quote:
1. Click on the plus sign in the header menu and select New quote.
2. Click on the button New quote in your quotes list or pipeline.
3. Go to the Projects list, open a project that you would like to link the quote to, and add a new quote.
4. You can do the same, by choosing the preferred company or person from those lists.
Be sure to link the quote to a project, if you haven't done it already. This way you can later on turn the services on the quote straight into tasks for your team members.
You can also link each product/service line with a different project. For this option, click to link the quote with a project and select Project on each line.
Enter the client and contact person you want to send the quote to.
When the chosen contact is in the database, it will be displayed when you start typing the name.
If the entered contact is not in the database, type the name and click on the grey plus sign to fill in the contact details.
When adding products, prices and units are displayed automatically, if you have entered them into the product database. The displayed price can be changed. When you add a new product to the quote line, it will also be saved in the product database.
Every product can have a comment.
PS! Make sure you have linked activity types to products, so if you wish to use time-billing and bill for your services (products), you won't have to do the linking later on.
If accounting objects are enabled under settings, you can link them to products.
If you wish to find a product using the product code, type the code into the box Select product.
In order to use two comments, (one to describe the product, the other for return policy info, for example), activate Use additional comments on lines.
In order to see the margin, enter expenses for each product line.
Margin can be activated under settings.
You can also add a supplier, who the product or service is bought from.
Companies are displayed in the supplier list, if they have been marked as a supplier in the contact modify window.
Expenses will not be displayed on the PDF, but they will give you a real time overview of gross margin.
How many lines are displayed when you make a quote, depends on the number you have entered in settings.
Lines can be added, deleted and dragged into order.
Subheadings make long quotes easier to view. You can also group prices, hide entire rows or prices on rows.
If you do not wish to display prices of rows on the PDF, you can hide them. In that case clients will only see the sum of rows following the subheadings. Read more about subheadings.
VAT and discount can also be line based. Activate the functions under Settings > Sales & Finance
Click on the percentage icon to open the discount calculator.
If you've filled in all the necessary data, save the quote and click Send.
The recipient’s field is automatically filled. So is the content of the e-mail, if you have entered the information under settings.
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Modifying and deleting
To modify an existing quote, click on the quote number in the quote list.
You can also find the modify button, when you click on the company name and open the quote.
You can delete the quote in the modify view window, if your user role has the relevant permissions.