View the video or follow the instructions to learn about the Quick Quote function.
A quick quote will allow you to quickly generate a quote and add up to four (4) quantities.
1. Click Estimates, then Add New, complete the required details in the first column.
2. In the second column, click the Item type drop-down, select Quick Quote, enter an Estimate Title and complete any further details, then click Next.
3. Enter the Quantity (up to 4) and Cost, you can edit any fields marked with an asterix, however all these fields are mandatory.
Note:
- Click Previous to return to the customer details page.
- Click Save & Print/Email to review the PDF copy.
- Click Finish to see the estimate screen.
- Click Add Another to continue to add another quick quote to the same estimate. Each time you add another it will appear as a Main Item on the final estimate.
If you have any further questions, please contact Support.