Details
- Go to Quotes
- Click on New Quote
- Enter a name for your quote and click Save
- If you wish to assign the quote to a project, click Edit in the Details section and select a project from the dropdown. Then click Save
- If you wish to add notes, click Edit on the Notes section and type in the notes. Once you’ve finished, click Save
Customer Quote
- To do a customer quote, toggle the Client Details to on
- Enter your customer and project details.
Note
If the Client Details toggle is on, the quote will print and export with your company logo if it has been uploaded to your branch account from the Company Information page.
Products
- Search for the products by code in the Product Code column, or by name in the Product column. Select the product you want from the dropdown.
- Continue until you have built your complete list.
- Click the bin icon to delete a line.
- If the quote is for a customer, add your margin to each line.
Note
Alternatively, you can add items to a new or existing Drillcart by browsing the site and adding products, or from Quick Create.