Skip to content
  • There are no suggestions because the search field is empty.

Helpful Tips for Creating Quotes

Learn a few helpful tips to use when creating a quote. Add labor and materials, 

In this article, you'll learn how to build quotes effectively using various features.

 

Step 1: Start by adding line items. Click on the Add products from list button.

 

 

 

Step 2: Switch between Inventory,

 

 

 

Non-Inventory

 

 

 

and All.

 

 

Step 3: Filter your search by Vendor,

 

 

 

Product

 

 

or Category.

 

 

Step 4: Search for SKU, product name, or color.

 

 

Step 5: Click the Associated Products button to find related products.

 

 

 

Step 6: Use the Search all columns box to search for all details at once.

 

 

Step 7: Select the checkbox next to the material you want to add, then click Add New.

 

 

 

 

 

 

 

 

 

Step 8: Once you've added the materials, they'll appear in your list.

 

 

 

 

Step 9: Save your changes.

 

 

Step 10: Add labor costs in the same way.

 

 

 

 

 

 

 

 

 

 

 

Step 11: Use the Customer Quote Options to add or remove items from your quote.

 

 

 

 

 

 

 

 

 

 

These steps will help you navigate the process of creating a quote more efficiently.