Create a Quote - Desktop

Create a quote by going to Quotes via the Accounts drop down menu and select Add OR quickly add a new Quote by selecting Add Quote from the Quick Actions link in the top right hand side menu. You can also create a Quote from a Job or Task.

Also see;


Step 1: Navigate to your Quotes and select Add, or quickly Add a Quote via Quick Actions





Step 2: Add a Quote



Choose from a Blank Quote - here you'd build your quote from scratch adding all labour, materials and disbursements charges appropriate for a job. Using a Quote, Order, Invoice, Supplier Invoice or Pre-Built template allows you to build a quote with existing charges data from any one of these output options.



Step 3: Add the quote detail



Enter the quote information in the form provided, assign customer and job information at this point. You have the ability to add new customers, jobs and tasks by clicking through to a contact, job or task form that can then be created here. When happy with everything select save.



Step 4: Build your quote



As you've seen with adding actual charges and creating invoices, the quote form works in much the same way. In the below screen view, we show you how to start building your Quote.



Add a Section or a Sub-Section.



Indent Sections. Import from a Quote, Order, Invoice, Supplier Invoice or Pre-Built Template. Delete Sections.



Select to Show or hide the Buy Price and Markup %, Discount percent or Tax Rates.



Continue building your Quote starting with adding Labour, Materials, Disbursements or Other items that are relevant for your business and the Quote your working on, an example is shown below. You can also expand or collapse all sections, and easily rearrange the order of your sections by simply dragging and dropping.



Under Preview & Send you can select to preview or send your Quote or select the quote print options. Also once you are happy with your quote you will have to save.



The Print Options allows you to customise the columns and display of the quote grid. You can choose to hide columns, consolidate or break-out line items and sections.Apply to all sections and set as default and then select Done.



Select Apply after all changes have been made.



Step 5: Send your Quote



The final step in the process is to issue your Quote via email to your customer or prospect. Once you're happy with the Quote detail. This is done easily within NextMinute. The below image also shows that you can select to Preview the Quote before sending. Select More to create an order, invoice, or job from the quote, create a cover page and terms & condition page, accept or reject the quote, save as a pre-built template, add any files or delete the quote.



Choose the relevant recipients ie: the customer or key contact or add recipients.



Create an email to accompany your Quote, we make it easy with a default Quote Email, you can customise this and access the functionality of NextMinute's Content Management making it easy to draw on standard or pre-drafter copy, merge fields for key job details and templates.



Quote view in NextMinute:



The Quote has now been labelled as being sent.



View the new Quote



Your new Quote will show in your Quotes list, as shown below.



Now turn your new Quote into a Job then follow the steps in this article - Create a Job from a Quote

Create an Invoice from your Quote follow the steps in this article - Create an Invoice from a Quote

Create an order from your Quote - Create an Order from Quote

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