Quotations

Quoting happens inside a lead, on the Estimations tab. There is no separate quotations area in the menu. Once the windows are drawn, you add an estimation, the cost sheet shows how the number was built, and you print it for the customer.

Build an estimation

Lead view, Estimations tab. Placeholder image.

1. Open the lead and go to Estimations.
2. Select Add estimation.
3. Fill in the estimation:
   • Title and Description.
   • Casement system and Sliding system, whichever the job uses.
   • Glass.
   • Cost configuration, which supplies the rates.
   • Vendor and Sale agent.
4. Set the commercial lines. These either follow the cost configuration or are overridden here:
   • Fabrication
   • Fitting
   • Overheads
   • Profit
   • Rate, Area and Amount
   • Discount amount, Discount percentage and Special discount
   • uPVC carriage charges
   • Glass carriage charges and Glass handling charges
5. Select Save.

Following actuals or the system

Two options change where the numbers come from:

• As per actual uPVC and As per actual glass price from what the design actually uses rather than from a flat rate.
• Use individual and Use individual system apply settings per item rather than across the estimation.

Decide which way your factory quotes and stay with it. Mixing the two between jobs makes quotations hard to compare later.

Read the cost sheet

Lead view, Cost Sheet tab. Placeholder image.

The Cost sheet tab shows how the price was built: material, fabrication, fitting, overheads and profit. Read it before sending anything, because it is the only place a bad rate shows itself plainly.

Two checks catch most problems:

1. Does the material cost look like what you would pay for the material?
2. Is the profit line the margin you intended, not a number the configuration produced by accident?

Print the quotation

Printing is done from the lead view, and there are three dialogs depending on what you want out:

• Print options, the ordinary quotation.
• Print options with summary, which adds a summary.
• Material print options, for the material list rather than the price.

1. Open the lead.
2. Select the print action you need.
3. Choose your options in the dialog.
4. Generate the document.

The PDF produced is the lead estimation document. It carries the logo from the company record, so set that up before sending anything to a customer. See Company setup.

Move a quotation forward

When the customer accepts, set the lead status to Quotation if it is not already, then create a project for the work. Projects have a Quotes to items screen that brings quoted lines through. See Installation tracking for how a project is then tracked.

Worth knowing

There is an unused quotations service in the application code and a set of quotation models that are commented out on the server. They do nothing. If someone tells you there is a quotations module, this is what they are thinking of. The working path is the one described above, through the lead.