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Create a New Quote

Every client interaction in BE starts with a New Enquiry
(whether it’s a quote request or something else)

To help with organisation of activities, Quotes are started in an Enquiry (or the resulting Project)

Tip ~ Each Enquiry (or client activity/campaign) can contain multiple quotes associated with the activity, you do not need to create a new enquiry for each quote

Once in the appropriate Enquiry screen – scroll down to the Quotes block and click +Add”

Brandengine-Enquiry-Quotes

You will now be presented with an empty Quote ready to include products.

All quotes are then filed in the originating Enquiry – to access any of these quotes click “View”

Quotes can also accessed in various places throughout Brandengine, including from the Quotes Summary Board and the resulting Project.

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