Creating and Entering Measurements
First step of the quoting process requires entering measurement data. Access one of your projects in ProLine and then navigate to the Measure tab.
For handling measurements:
You can order a measurement report through an integration (such as EagleView), or by manually entering the measurement data.
By default, a report starts with a single structure, but if working with multiple structures, create a separate entry for each to utilize the multi-structure quoting system.
Generating and Editing Quotes
To generate and manage quotes:
Navigate to the Quote tab.
Click Create to start a new quote.
Select the desired quote template. ProLine automatically incorporates the latest measurement reports from this project.
If combining structures from different reports, manually select these from the provided list.
Customizing Quote Settings
Adjust the settings within your quote:
Edit quantities and prices as needed.
In the Quote Settings, adjust profit margins if not locked by admin.
Set the required deposit percentage and limit the maximum deposit if necessary.
Configure rounding options to display totals rounded to the nearest specified amount.
Add discounts either as fixed amounts or percentages.
Decide whether to show pricing and quantities per line item on the quote.
Finalizing and Sending Quotes
To finalize and send the quote:
Preview the quote by clicking Preview and review the PDF generated.
If in-person with the customer, use the signing options provided to sign digitally.
Otherwise, send the quote for an e-signature. Send the quote via text message or email, and customize the message content as required.
Upon signature, ProLine can automatically categorize the project as Quote Sent, move it to the appropriate stage, and initiate sales follow-ups based on the Quote Template Configuration.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.