Help Center

Accepting and Revising a Quote

If you want to submit a quote to a customer for acceptance you can use the Accept and Revise options in the estimate screen to help manage this process.

Accepting a quote

Accepting a quote changes the quote status to accepted and moves the quote to ACCEPTED tab in the quotes list.

1. Click on Quotes in the main navigation bar.

2. Find the quote, then click on the quote number to open the quote screen.

3. Click on Accept.

4. Click Yes to confirm you want to accept the quote.

5. If the quote has not been entered for an existing job you will be asked if you want to create a job for the quote. Click Yes if you want to create a job now.

Revising a quote

Revising a quote creates a copy of the quote and cancels the old one. Make the necessary amendments to the new quote, approve it and submit it to the customer for acceptance.

1. Click on Quotes in the main navigation bar.

2. Find the quote, then click on the quote number to open the quote screen.

3. Click on Revise

4. Click Yes to confirm you want to revise the quote.

 

 

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