Easy Quote
An Easy Quote is a Quote that can be quickly created with a Description of the items being quoted.
For more complex Quotes with individual cost lines see New Quote.
To create an Easy Quote, from the main menu select Quote > Easy Quote.
You should see a page similar to
Enter the
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Quote Number. Empower Quoting allows for automatic Quote Numbers - to allow this see Automatic Quote Numbers
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Customer
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Date and Job Name
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The Quote Required By date. This can be automatically populated - see Quote Settings
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The date the Quote is valid to. This can be automatically populated - see Quote Settings
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Additional Quote Information. Clicking on this displays additional Quote information
- Deposit Information. Clicking on this displays deposit related information
- Description - enter a Description and click Add.
Your page should look similar to
To print or email the Quote click on Print Quote - for more information see Emailing a Quote.
To Share a quote click on Share Quote - for more information see Share Quote.