In this article we will show you how you can use sections to better setup your quotes for customers. In this example we will edit an existing quote, see Create a Quote - Desktop to see how to create a new quote.
Step 1: Navigate to Accounts, select Quotes and select an existing Quote
Step 2: Edit the Quote
Within your quote you can edit section header's, section descriptions, add new sections, sub-sections and line items. You can also write a description for each line item if necessary and import new sections from pre-built templates to save you from rekeying any data. Also see, How do the printing options work in Invoices and Quotes?
Why would I use sections?
Using sections and sub-sections in your quotes helps to better organise costs and scheduling of work to your team when accepted. If you break each piece of work down into sections with the required materials, labour and any other charges you can have better visibility of what needs to be done, what the job will cost and what to order from your suppliers. Your customer will also appreciate the cost and job break down.
When you have more than one section you can drag them up or down. Within a section you can add a sub-section or a new section altogether. Also, indent a section to the left or right.
Select the section options to indent or outdent a section, import from an existing quote, order, invoice, supplier invoice or pre-built template or delete a section. We are importing a pre-built template into the quote.
Select the template you wish to import then hit OK.
The pre-built template has been imported into your quote.
Edit the new section how you like. In this example, we have moved the section to the bottom and indent to the left. When happy hit save.
Preview your Quote
Once happy with your changes and after saving your quote we suggest you preview your quote before sending to the customer. Under Preview & Send you have the options to Preview the quote, Send the quote or view the quote Print Options.
Select a section, then if you only want to show section headers and totals select Show totals for section and Hide all line items. Then select Done.
Then select Apply after all changes have been made.
Then in preview mode this is what your customer will see.
If you wish to give your customer more visibility then back in print options untick Hide all line items and tick the columns you wish to hide from customer when printing.
Then in preview mode this is what your customer will see.
