What are Quotes

Able has a quote tool that can be used to design, cost and price your projects and programs. You can publish Quotes and share them with your clients to review and sign-off online using a url link.

Quotes are optional for users with a Practitioner account to use when creating projects. Able's Quote feature can be used to:

Design and cost your Program.
Create a quote and share your quote with your client for online sign-off
Manage your project income and expenses in Able.

Users with a Client or Leader account can not create quotes, however Clients are able to see and sign-off Quotes within their account. Once a quote is published it is public and you can send the link to anyone to view.

What you will learn

This guide will walk you through the process of creating a quote in Able. Follow these steps to generate a detailed quote for your projects and clients.

Access the Quotes section in Able.
Create a new quote.
Enter client and project details.
Set quote settings
Add quote components eg. workshops and coaching sessions.
Add a cover letter.
Publish and share the quote with your client.

Finding the Quotes Section

To begin creating a quote, navigate to the "Quotes" section from the main dashboard in Able. This can be found in the left-hand menu. If this is your first time creating a quote you will see an empty state like the one below.

If you or your team have created a few quotes you will see the Quotes table with all your team's quotes. You can use the "Active" (meaning quotes that are in draft, open or awaiting decision status) and "Completed" (meaning won or lost quotes) tabs. You can also search you quotes using the search bar.

Create a New Quote

To create a new quote in Able you can either:

New Quote: Click on the "New Quote" button located at the top right corner of the Quotes page. This will open a new quote page.
Duplicating an Existing Quote: you can also duplicate an existing quote by opening an existing quote and clicking the Copy button in the top right corner of the Quote.

Step 1: Enter Customer Company and Project Details

Fill in the necessary details such as customer company, project name, and customer contact. You can add new companies or projects if they do not already exist in the system.

Step 2: Configure Quote Settings

In the "settings" tab set the quote title (if you'd prefer something different to the Project name), status, and branding. You can also specify the estimated start date and additional options like GST applicability.

Embed Sales Material

The Quote has simple Cover Letter but if you prefer you can embed alternative sales material:

PDF document, or
Web page, or
Qwilir page.

Learn more about embedded sales material → here.

Step 3: Project Roles, Revenue Splits & Team Members

Add Team Members

On the "Splits" tab you can add team members that will be involved in the project. These will then be displayed on the Quote if you share it with your Client. Projects team members will be notified by email the following day that they have been tentatively allocated to a project.

Project Roles

You can also allocate several specific roles to a project and indicate the percentage of the total project value that you wish to pay them for this role (if any). Able has a few standard Project Roles you can assign to your team, they are:

Client Lead: overall responsibility for the client organisation/account.
Deal Owner: specific responsibility for the sales opportunity, business development process and project commercials/quote.
Proposal Designer: specific responsibility for the design of the project and quote. Often is the same person as the Deal Owner.
Project Lead: specific responsibility for the Project delivery and client laison after the project is won.

Learn more about Able's standard Project Roles → here.

Project Services

You can also select optional Project Services to support your project if required. These are provided by other service Providers in the Able network.

Project Coordinator: includes program and participant scheduling, logistics and coordination. Managing 3rd party services eg. diagnostics, catering, venues and survey setup.
RTO Administration: management of certified qualification provided by qualified trainers under the Australian Skills Quality Authority (ASQA).

Learn more about Project Support Services → here.

Step 4: Adding Components to your Quote

In the Components tab design your project and programs by adding items or services such as scoping meetings, workshops and coaching sessions. Click on the "Add Component" button in the bottom left of the page to add a Component, then search and select the type of Component you require.

Once selected, specify the unit price and quantity for each component, and adjust any descriptive text for the Component to suit your needs.

⚛️ Components are the atomic unit for Able and all program experiences designed and delivered through Able. Able has standard list of Component items you can add to your Quote, these Components initiate specific workflows to help automate your project delivery. Learn more about Components → here.

Step 5: Cover Letter

If you are not using the Embed Sales Material you my wish to add a simple cover letter to your Quote, while this comes near the end of the setup process this will be the first page in yoru final quote.

Step 6: Share your Quote

Auto-save and Save as you go

Able auto-saves you quote as you draft it, both every 60 secs and as you click on each tab. You can also click on "Update" to save your Quote at anytime.

Sharing your Quote

On the "Info" tab you will find the public link "Quote Public View". Click and save this link to share with your client for reviewing and online sign-off. Alternatively click "Quote PDF" to download a PDF version of your quote for client approval.

To share the Quote paste the Quote Public View link or PDF in an email.

You can also add Notes to your quote for yourself or your team members to refer to later. These notes can not be seen by your client when viewing the public quote.

Step 7: Change Status to "Client Signing" and publish in Able

When your quote is ready for review you may want to change the "Quote Status" on the Settings tab to "Client Signing". This is useful for managing quotes and if your client already has an Able account the Quote will appear in thier own Quotes section for review and approval.