Create a New Quote

Posted by Genny Stevens on Dec 1, 2014 4:00:00 PM

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The importance of creating accurate quotes, or estimates, cannot be underestimated. It’s probably your first business transaction with a client, so getting it right at this stage is important for building trust and confidence.

Whether you use a job template to create a new quote or create them from scratch, this video shows you everything you need to know about creating a new quote in WorkflowMax. Once you've created a new quote, view the Managing Quotes video for the how-to on editing, revising and accepting quotes.

This video illustrates a quote using the 'Calculated Price' mode. If you use 'Fixed Price' mode, you can still follow this video, just update the fixed price fields as required.

For further details, go to the Quotes topic in the WorkflowMax help centre.

Topics: Quotes and jobs

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