Start by going to a lead and clicking on the Quotes & Orders tab. Then in the quotes box either copy a quote template that you previously built or build a new one from scratch.

If you’re using a quote template that you created in Settings, you can modify it this lead only or send as is.

  1. Add Recipients
    Generally, the contact you mark as a client will be the recipient of the quote.
  2. Quote items
    Depending on if you’re using a standard quote or an advanced quote, you’ll add products and packages directly to the quote or set up quote groups for your clients to choose from. You can also manually add products or use any of the products that you created in your initial setup.Advanced quotes allow you to include more than one quote group for your clients to choose from.
  3. Payment Schedule
    Invoices are created based on the payment schedule your client chooses. If your payment schedule is Cash on Acceptance, one invoice is created and its due date is the day they book.Learn more about setting up payment schedules here.Advanced quotes allow you to include more than one payment schedule for your client to choose from.
  4. Add a Questionnaire
    Add one of the questionnaires that you created earlier to collect information from your clients.  Questionnaires are optional in the quote process. Advanced quotes allow you to include more than one questionnaire for your client to fill out.
  5. Add a Contract
    Add one of your contract templates for them to sign. Advanced quotes allow you to include more than one contract for your client to sign.
Did this answer your question?