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Add New Quote

To add a new quote, start by clicking on the Add Quote button from the main menu.  (You can also add a new quote from the Job page by selecting the Job and clicking on Add Quote.)
 

1. Select the Job you wish to quote from the drop down box.
2. If necessary change the bid due date by entering it manually or by selecting a date from the calendar. (If your bid due date is estimated you can indicate this by checking the box to the right of the calendar icon.)
3. Set Customer: Begin by entering any part of the customer name. The list will populate and drill down as you enter more characters of the customer name. Select the customer you wish to quote and select "Set Customer". Once you have "Set Customer" , the rest of the fields from the customer master will automatically fill in.
   You can add a customer on the fly by clicking on the Add Customer icon . For more information on adding a customer on the fly see: Add Customer on the Fly
4. Internal Notes: Notes may be added here for internal use only.
5. Comments: Comments entered here will appear in the header portion of the print quote form.

NOTE MODIFICATION: 5/7/2008



When a quote expires it will be displayed on the Quotes List page as Expired. See image below:

See also