In brief
- Choose From my information if a conversation, email or document is the basis. Choose Enter it myself for manual lines or products from the catalogue.
- With the first option, add text, audio or files. Then check every suggested line against the source.
- With Enter it myself, fill in the subject and the lines: description, quantity, unit, price excluding VAT and VAT percentage, or choose Price on request.
- Confirm every complete line with I checked this line and price. Also check travel costs, terms and the preview.
- View the final quote and only share or export it once the amounts, validity and recipient are correct.
Tasks
Create a quote from a conversation, email or document
Options: From my information · recording · existing material · files
- Open Home, Quote and choose From my information.
- Add conversation text, a recording, existing material or files.
- Choose a workflow, client, layout and writing rules if needed.
- Have a proposal created and check every line before you continue.
Fill in a quote yourself
Options: Enter it myself · product from catalogue · manual line
- Open Home, Quote and choose Enter it myself.
- Choose Continue to work and prices and fill in the subject.
- Add manual lines or products from the catalogue.
- Check the lines and then continue to the terms.
Check a quote line and its price
Options: Fixed price · Price on request · add or remove line
- Fill in Description, Quantity, Unit, Unit price excluding VAT and VAT %.
- Choose Fixed price or Price on request.
- Tick I checked this line and price after checking it yourself.
- Use Add manual line for extra work or Remove line for an incorrect line.
Add a product from the catalogue
Options: Choose product · check the copied price
- In the quote, go to Work and prices.
- Choose Add product from catalogue and select the product you want.
- Check the copied description, quantity, price and VAT.
- Only confirm the line once it matches the current agreement.
Add travel costs to a quote
Options: One-way trip · return trip · rate per kilometre
- Open Add travel costs under Work and prices.
- Choose a one-time departure address, One-way trip or Return trip and fill in the destination.
- Fill in the rate per kilometre and VAT and calculate the amount.
- Check the distance and amount before you add it as a quote line.
Check the quote terms and final result
Options: Terms · preview · export
- After Work and prices, go to Terms.
- Check the validity, agreements and every open question.
- View your quote as a whole and compare the amounts with the reviewed lines.
- Only share or download it after checking the recipient, text and layout.
What you see can depend on your role, your plan and your organisation's integrations. Review every draft you create before you share or send it.