Quotes are primarily comprised of Items, which are also the key components of Projects and Invoices. This means you can move interchangeably between these three states of work without any manual conversion. Because we are looking at Item sections, you will have access to things like quantities, hours spent, and various rates and discounts. Also keep in mind that despite the sensitive information being entered here, you will still have control of what data is screened out for the client copy.
Items are exactly the same across Quotes, Projects and Invoices, meaning at any time, any one of these documents could be turned into another. For instance, you can entirely plan your Project from the Quote, and then turn that Quote into a Project complete with deadlines and to do items. You could also progressively Invoice your client based on a timeframe of Project activity.
To create a Quote, you'll want to click the +Add button and choose the Quote option.
From here you'll have the option to create your Quote based on existing project data, or from scratch.
From here, the Quote is broken up into a series of sections. You will see some basic controls and settings along the top right, for instance, this is where your Approve button is. You'll then have a basic details section covering your client's details and your own.
You will then be able to fill out the Item section, complete with Margins and Profits. Keep in mind you are still able to specify Labour In/Out and Material Cost In/Out rates at this time:
Once your Quote has been created, you will see the Quote page itself has sub-tabs for Pending, Accepted, Declined and Deleted Quotes.
You may also note settings contains a menu Item for Quotes and Invoices. This can be used to set various layouts for your Quotes, using word documents to determine where various data is placed and laid out.
