Introduction to Quotes
The Quotes page is where you price work and issue it to your customers. Each quote has a Summary (customer, reference, lead time and terms), an Item List, where you build and price the line items and do most of the work, and a Payment card with the totals. You can build line items from a PDF drawing, a CAD file, a blueprint or by hand, and mix all four on one quote. Every quote is numbered with your quote code and a running number, for example AC123. A quote brings together your organisation's settings, customers, materials, consumables, pricing models and blueprints.
To build a quote for the first time, follow Your First Quote. Line Items covers the item tree, pricing and bulk edits. Revisions covers drafts, publishing and approval. CAD and Drawings covers adding items from files, CAD checks and downloads.
How do I quote in another currency?
- Open the quote's actions menu and choose Set Currency.
- Choose the currency and enter the exchange rate.
- Check the prices and total. This changes this quote only, not your organisation's default currency.
See also: How do I update my company details or default currency?
How do I archive, restore or delete a quote?
In Quotes, open the quote's menu in the list and choose Archive Quote. The quote leaves your working list but is kept.
To see archived quotes, turn on Show Archived Quotes.
To restore one, click on the action menu and choose Unarchive Quote.
To delete a quote, open its menu and choose Delete Quote. Deletion is permanent, so if you need to keep the record, archive the quote instead.