The Delivery Docket feature in SprintSuite allows you to generate a delivery-friendly version of a quote, displaying key details such as item names, quantities, and selected tasks. This document serves as a confirmation tool for deliveries, capturing client details and signatures.
1. Accessing the Delivery Docket Option
Navigate to the Quotes tab in the job.
Click on Export As PDF
Select the Delivery Docket as the quote type.
It will pre-populate Item name, Quantity, Project Title, Tasks, and sub-tasks.
Then click on Submit.
2. Selecting Items and Updating Delivery Quantity
Tick the checkbox next to the items you want to include.
Add the Delivery Quantity for each selected item.
Select the Client PO Number from the dropdown (this pulls from the PO number added into the job).
A Reference Number field will automatically generate each time you export a delivery docket, used for tracking and reference.
The Client Address will load from the address stored in the client details in Settings. If you wish to update it, you can type a new one into the field and it will override the default address.
These fields will appear on the exported PDF.
3. Generating and Printing the Delivery Docket
The client will see the selected item names along with the quoted quantity and the delivery quantity they are receiving.
Ensure you print a copy for you to sign, Carrier/Driver and the Client to sign and date upon delivery as confirmation.
The exported document will display:
Item names
Quantities (quoted & expected delivery)
Selected tasks
Signature section for confirmation upon delivery
Save or print the document for use during delivery.
4. Delivery Docket PDF Toggles
In Settings > Job / Project Settings, you can manage Delivery Docket PDF Toggles to control which fields appear on your exported dockets.
All toggles are set to ON by default, so everything will display unless you turn it off.
You can switch off fields that are not required.
The header and signature sections of the PDF automatically adjust to match your selections.
This allows you to keep Delivery Dockets concise and aligned with client or project needs.
5. Benefits of Using the Delivery Docket
Ensures clear communication of expected and delivered quantities.
Provides a professional document to share with clients.
Facilitates record-keeping by collecting client details and signatures.
Reduces errors by aligning with the original quote details.