Create a quote

A quote is a priced proposal for one event. Nothing is held in stock until the quote becomes an order, so you can quote freely.

Steps

1. Open Sales, Quotes and press New quote. You can also press New quote on a contact's Quotes tab, or Quote on a lead.
2. Pick the Contact. If they are not in the system yet, search for them and choose Add new contact.
3. Set the Event date, the Event type and the Order type (delivery, or the client picks up).
4. Press Create quote. The quote opens.
5. Under Event details, set Going out and Coming back if they are not the event day, and the event's start and end times.
6. Type the Delivery address and pick it from the suggestions. The drive from your warehouse is measured and the delivery fee worked out.
7. Open the Items tab and add what they are renting. See Add items to a quote.
8. Check the totals under the items. See Quote totals.
9. Press Send quote. See Send a quote.

Good to know

• Subject starts as the quote number. Change it to something like "Smith wedding": it shows in your lists and prints on the quote.
• Valid until is filled in from your company's setting (Quotes are valid for, days under Settings, Sales, Quotes). Change it on the quote if you need to.
• Client notes print on the quote and invoice. Sales notes are internal and never printed.
• Duplicate under More copies a quote. Quote again on a contact's order copies that order as it went out, for a new date.
• The tabs on a quote are Items, Money (the client's link, the signature and the profit), Activities (what is due) and More. Every call, email, text and note is in the Communications box at the foot of Items. See Activity, notes and history.
• The bar across the top shows where the sale stands: Inquiry, Quoted, Viewed, Signed, and on to the order.

If something goes wrong

• The Items tab asks "Where is it going?" Items go on once the quote has its delivery address, so the delivery fee and the distance check can be worked out. Type the address and pick it, or press The client picks it up.
• The quote says it is past the delivery limit. See Delivery fees and distance.
• You cannot change a quote. It has become an order. Change the order instead; the quote stays as the record of what was accepted.