Creating a Quote

Create a quote from a lead

Use this option when quoting before an agreement exists.

Steps:

1. Open the lead.
2. Add the required items to the lead.
3. Click Reports.
4. Select View Quote, Print Quote, or Email Quote.

This allows you to review the quote on screen, generate a PDF, or email it directly to the contact on the lead.

Create a quote from a new agreement

This follows the same process as leads, but is useful once you are working towards setting up an agreement.

Steps:

1. Open the new agreement.
2. Add the required items.
3. Click Reports.
4. Select View Quote, Print Quote, or Email Quote.

Create a quote from an existing live agreement

Use this when quoting for an existing customer or site.

This option copies existing details and can carry over items if required.

Steps:

1. Go to Live Agreements.
2. Find the agreement you want to base the quote on.
3. Click Options > Copy to New Business.
4. When prompted, choose Yes to copy items if you want to reuse them.
5. Add, remove, or edit items and prices as needed.
6. Click Reports.
7. Select View Quote, Print Quote, or Email Quote.

This creates a quote with customer and site details already populated, saving time and reducing re-keying.

Create a new agreement from a customer or site

If you want to start from scratch but keep customer details:

Steps:

1. Open the relevant Customer or Site.
2. Click Options > New Agreement.
3. Follow the relevant Customer or Site options to create a new agreement
4. Add items and pricing as required.
5. Click Reports.
6. Select View Quote, Print Quote, or Email Quote to generate the quote.