Quotes Procedures
Use these procedures when working with quotes.
Related topics:
- Create a Quote
Use these steps to create quotes for new or existing projects for existing clients. - Add Line Items to a Quote
After you have created a quote, you add line items to represent the specific work that the quote covers. - Remove a Line Item from a Quote
Use these steps to remove a line item from a quote. - Use Stages with Line Items
Use these steps to use stages with line items on a quote. - Remove a Stage from a Quote
You can remove a stage from a quote if needed. - Use a Custom Rate Card on a Quote
Use these steps to use a custom rate card on a quote, instead of the default rate card. - Copy a Quote
When you copy a quote, the copy is created in the same project folder as the one in which the original quote exists. - Move a Quote
You can move a quote to another project or another client if needed. Attention: If a job is linked to the quote, the job also moves when you move the quote. - Version a Quote
You might need to make a change to a quote after discussing it with the client, or because you need to update information such as prices. To change a quote, you can create another version of it and then edit the new version - Issue a Quote
When a quote is final, you can export it as a PDF or HTML file to issue it. - Transition a Quote to a Job
After you have reached an agreement with a client about the quote, you can convert the quote to a job. - Using Foreign Currency on Quotes
There are several methods that enable you to present client-facing figures in a client's base currency while retaining figures in your agency's base currency for internal tracking and reporting. - Apply a Template to a Quote
Use these steps to apply a template to a quote. - Create a Template from a Quote
Use these steps to create a template from a quote. - Create a Template Folder
Use these steps to create a template folder. - Change the Name of a Template or a Template Folder
Use these steps to change a template's or template folder's name. - Delete a Template or a Template Folder
Use these steps to delete a template or a template folder.
Parent Topic: Quotes