New Quote

An Easy Quote is a Quote that can be quickly created with a Description of the items being quoted - to create an Easy Quote see Easy Quote.

This part of the help system shows how to create more complex Quotes with individual cost lines.

To do this

1. Make sure you have set up a Quote Template - see Set Up Quote Template. A Quote Template is a predefined format for a Quote.

A Quote Template allows

• Products (effectively this is labor)
• Materials
• Additional Costs
• and the markups for these
• and the order that these are to be displayed
• and whether these should be visible or not in the Client's copy of the Quote

to be quickly retrieved, ensuring consistent formatting of Quotes.

2. Make sure you have the appropriate costs set up. Costs can be labor related costs (use a Product for these), Material related costs or some other cost (use Additional Costs for these).

• see Set Up Products on how to set up Products and labor related costs
• see Set Up Suppliers on how to set up Materials and Material costs
• see Set Up Additional Costs on how to set up Additional (non labor or non Material costs)

3. From the main menu select Quote > New Quote. You should see a page similar to

4. Note that the Quote Template defaults to Description Only (highlighted above).

Select the Quote Template you wish to use - to add additional Quote Templates see Set Up Quote Templates

Once you have selected the appropriate Template, this will add various cost headings - see highlighted below as an example (this this will vary depending on the Quote Template you have set up and selected)

5. Enter the

• Quote Number. Empower Quoting allows for automatic Quote Numbers - to allow this see Automatic Quote Numbers

• Customer

• Date and Job Name

• The Quote Required By date. This can be automatically populated - see Quote Settings

• The date the Quote is valid to. This can be automatically populated - see Quote Settings

• Additional Quote Information. Clicking on this displays additional Quote information

• Deposit Information. Clicking on this displays deposit related information

Your page should look similar to

6. Now enter costs - for Products, Materials and Additional Costs

7. Click on Save, to save the Quote
8. Note that for Products it is possible to add Notes - see highlighted below.

Clicking on this will display something similar to

9. To print or email the Quote click on Print Quote - for more information see Emailing a Quote.
10. To Share a quote click on Share Quote - for more information see Share Quote.