Find a quote
- Open Quotes in the menu. On a phone it is under More.
- Pick a list: All, Drafts, With the client, Approved, Declined or Expired. Each shows how many it holds.
- Press a quote to open it. Press the name to open the lead.
Each row shows where the quote stands and what it comes to. A quote with choices shows a range, like "$1,167.50 to $3,424.25". An approved one shows what was approved.
The list you had open comes back the next time, on your phone too.
The quotes on one lead
Open the lead and find Quotes. Every quote and change order of that lead is there, with where it stands.
Print it, or save it as a PDF
- Open the quote.
- Press Print this, or save it as a PDF.
- In your browser's print window, choose your printer, or Save as PDF.
Only the quote is printed, black on white. Your client has the same button on their page.
What field staff see
Field staff see that a quote exists on a lead assigned to them. They do not see its lines, its prices or its total, and they cannot open, write or send one. The office does that.
Good to know
- Sample leads and leads in the trash are left out of the list.
- Expired means the last valid day went by with no answer. Nothing was deleted.
- Replaced is an older version of a quote you changed after sending it. It is listed under Versions on the quote's page.