You can create a Quote/Estimate for any 'Lead' or 'Customer' record in your system.
There is no limit to the number of Quotes you can create.
Quote-Orders are separate from Job-Orders
How to Create a Quote/Estimate:
1. Click the New 'Order' button located in the top-right section of your system. (Please note: The new order button is always accessible in the top-right section of your system. Due to configurations, the label may be slightly different in your system).
2. Select either 'New Estimate' or 'New Estimate with Option'
New Estimate: Creates a new blank estimate in the system right away. You will need to attach a customer or lead.
New Estimate with Options: When selecting this option, you will be presented with a small pop-up window that gives you various options for the estimate. You have the ability to name your quote and proposal. You can select a customer or lead to attach to the estimate. You can also select a cart template that can be used to populate the order with standard line items and prices. (Note: the only required field below is to attach a customer or lead). Once you are finished making the proper selections, click the 'Create' button to generate the estimate.
3. Add Details to the Estimate:
Select the line items and set prices, discounts, or notes.
Create an appointment event if needed.
Email or Print the estimate.
Success! You created an Estimate!
If you have any questions on how to create an estimate order in the system, please chat-in to our support team.