A quote always belongs to a lead. Nothing reaches the client until you send it.
Start one
- Open the lead. Find Quotes.
- Press New estimate (or New quote).
- The editor opens. The quote already has its number, your terms, your tax rate and a last valid day.
Add lines
- Press Add a line, or pick one from Add from your price book.
- Type What it is, How many and the Price for one. The line shows what it comes to.
- Tick An extra when the client may add the line or leave it out.
- Use Up, Down and Remove to put the lines in order.
Offer choices (good, better, best)
- Press Offer choices. Three choices appear. Rename them if you like.
- Each choice has its own lines. The lines under Included with every choice count for all of them.
- What it comes to shows the total of each choice as you type.
The client picks one choice.
Discount, last day, note and terms
- Choose A percentage off or An amount off if you are giving a discount. It comes off before tax.
- Set Valid until. The client can approve up to and including that day.
- Add A note to the client if you like, and check the Terms.
- Press Save and look at it.
You land on the quote's page. Under What the client will see is the client's page itself. Try the choices there: the totals move the way they will for the client.
Good to know
- Nothing you type is lost. The editor keeps a draft as you type. Close the page, reload it, or open it on your phone: your work is there. The draft goes away only when you save.
- Prices are yours to type. VOBIX never suggests a price.
- The sums are shown plainly. Each line is rounded to the cent first, then the lines are added. What the client sees always adds up.
- The tax line is exactly what it says. Tax is worked out once, on the amount the line names: "Sales tax (8.25% of $99.90)" is $8.24. A quote you already sent keeps the total it was sent with.
- A quantity can be a part, like 2.5 hours.
- A line with no price counts as nothing until you type one, and the quote cannot be sent until you do.