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- Summary Boards with Custom Views (Reports)
- Add item to quote
- Products Catalogue
- $ Add Pricing to Quotes
- Services with different margins (eg Setup, Freight)
- Including a Quote Total
- Compose – AI Generated Quote Intro
- Sending Quotes
- Compose – AI Generated Email Intro
- Quote Attachments
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- The Sale! – Approve Quote and Create a Job (inc. Invoices & Purchase Orders)
- Create Revisions of the same quote
- Duplicate Quotes, Products and Prices – Copy Quotes
- Check all prices are current – Price Check/Updater
- Using Total Sell – things to keep in mind
- Quote Details, Tags, GST & Currency
- Notes in the Action panel
- Days Valid
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Quote Statuses
PostedSeptember 12, 2024
UpdatedSeptember 12, 2024
A quotes status will automatically change during the various stages of it’s lifecycle.
The status bar is visible at the top of the individual Quote edit screen,
Draft
Whilst the Quote is still being prepared.
This will show in yellow
Sent
The Quote has been forwarded to the client by either a downloaded PDF, or directly via email from within Brandengine and/or you have marked the Quote as sent
This will show in blue
Approved
Once the client has accepted this quote (as a whole or in part) and the quote has been Converted to a Job for processing.
This will show in Green
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