Video Guide
Instructions
To create a Quote from Enquiries:
- Navigate to the Enquiries page.
- Select an Enquiry.
- Select Enquiry Actions.
- Select Copy To Quote.
- Search for and select an existing Customer or Create a New Customer (the contact fields may auto-populate based on how a customer has filled the Enquiries form).
- Fill out the relevant fields on your quote as you see fit.
- Select Approve or Save when you're happy with the quote.
Understand Quote Fields
| Field | Description |
|---|---|
| Customer | Search for an existing customer by typing in the customer field. If it's for a new customer, click the '+' icon to create a new customer profile. |
| Quote Date | This is the date of the quote, and it defaults to today. |
| Expiry Date | Set the quote expiry date. This defaults to today's date plus the number of days specified in your Default Expiry Days setting. |
| Tax | Inclusive or exclusive. |
| Reference | Include a customer reference or order number if available. |
| Description | A brief description of the purpose of the quote or the work to be done. |
| Terms | Insert any terms of trade here - these will default to those in your Document Theme. |
| Notes | Feel free to add any notes or files to the quote. For information on attaching files, see here. |
| Document Theme | This selects the quote layout to use when printing or emailing this Quote to a customer. You can find out more about Document Themes here. |
Additional Information
For more info on Enquiries, see here: Getting Started with Tradify Enquiries.
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