How to create a client quote

In order to create client quotes you will first need to enable charge-out rates and add your charge-out rates. See charge-out rates.

To create a quote from your schedule

• Click on Create quote
  
• You will now see the following options for creating this quote
  
  • Quote number
    • Add your quote number
  • Quote expiry
    • ​​​​​​​Select an expiry date if required
  • Include company number
    • This is taken from Settings > Company information
  • Include VAT number
    • This is taken from Settings > Company information
  • Add management fee
    • This management fee is set per client in Clients > Manage > Main details
  • ​​​​​​​Include job title
    • This is taken from Job overview > Job name
  • Include job description
    • This is taken from Job overview > Job description​​​​​​​
    • You can amend the description for this quote
  • Include payment terms
    • Add your payment terms here
    • These terms will remain for every quote you create
  • Click OK
• The quote will be created as shown here: