Knowledge Base

Quote Builder

Quote Builder

Posted by Mark Hardin on 01/13/2019

Building quotes and jobs is now faster using the new beta "Quote Builder" feature. Just designate which products / services you would like to show in the quote builder and all you have to do is enter quantities. You can even give your customers the ability to build their own quote

How To Get Started

Make sure each of the products / services you would like to use in the Quote Builder are set to display by doing the following:

  • Navigate to Inventory > Products / Services
  • Click the product / service you want to appear
  • Scroll to the bottom
  • Check the "Allow In Quote Builder" checkbox
  • Click "Save"

Next up, navigate to any job or quote in the system and click the "Quote Builder" link next to "Add Line Item."  Then fill out all the appropriate quantities and you're ready to go. 

You can also let your customers build their own quote by donig the following:

  • Navigate to Management > Company Settings
  • Click Payments Tab
  • Scroll to the bottom and copy / paste the "Quote Builder" URL to paste as a link on your website

You can still manually add line items if you prefer that method, or you can use the new quote builder.  We would love any feedback as we beta test this new feature!

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By Mark Hardin on 01/02/2019

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By Mark Hardin on 10/31/2018

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