Creating Quotes

Creating Quotes

Create professional looking quotes in a matter of seconds on Trade Trak, send them to clients instantly, have them sign them off on the spot, or use them to autofill your invoices and save you time.

Create New Quote

To begin you need to start on the quotes module. To access this from Dashboard, click on 'Finance', then click ‘Quotes’.

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Here you will be able to view your previously created quotes with general overviews of information, including status, job, quote number, description and the amount quoted. If you have many quotes, you are also able to refine your results by searching for keywords or filtering by status, job, client name or issue date.

To start from scratch, click ‘Create’ in the top right corner.

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When you are creating a quote, you are able to provide as much or as little information to your client as you like. There are only a few sections which are required for creation, which are marked with an asterisk.

Quote Details

1) Client *

Select which client you would like to quote.

Options:

Choose a Client (Drop-down menu)

'+' (Add client)

2) Job *

Select which job you would like to quote.

Options:

Choose a Job (Drop-down menu)

'+' (Create a job)

3) Quote Name

Enter a name for the quote so you can easily find it in the future.

4) Issue On *

Select which date you would like the client to be quoted.

Options:

Manual entry

Calendar view

5) Status *

Select from a drop-down menu which status you would like your quote to show.

Options:

Draft

Awaiting Approval

Approved

Partially Invoiced

Invoiced

Ready to Invoice

Void

Note: You can create customised statuses to suit how you define your quotes.

6) Template

You can pre-fill your entire quote with template you have created earlier. If you would like to start off with a template and edit it to suit a particular quotes, you can do so.

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Finally, by clicking on the plus symbol that says 'Show Description and More Options', you can bring up a further list of actions you can use to customise your quote.

Description and More Options

1) General Description

Enter details about the quote into the provided textbox. If you have not created a new job from within the quote, this section will be auto-filled with the job description but you can edit as needed. Descriptions can be used for administration purposes but are not attached to the quotes that your clients receive.

2) Cover Page

Select a cover page to add to your quote from a drop-down list of cover pages you have previously created.

3) Currency *

Select what currency you would like the client to be quoted in.

Options:

Australian Dollar (AUD)

Canadian Dollar (CAD)

Euro (EUR)

New Zealand Dollar (NZD)

Pound Sterling (GBP)

US Dollar (USD)

4) Tax

Select whether you would like your quote to be tax exclusive or tax inclusive.

5) Notes

Use the free entry text box to add any notes that you would like to be attached to the quote for your client to see.

6) Check Boxes

Tick these boxes if you would like your quote to:

Show that the quote is an estimation

Show sections summary on the quote

Hide each sections total price on the quote

Hide the total price on the quote



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Quote Items

You can add as many items to your quote as you like. You will be shown the subtotal and total price. You can also delete any items by pressing the trash can next to the line’s total. Quote items can also be broken up into different sections.

1) Section Name

Use the free entry text box to add an name for the section that you are filling out.

2) Item Description *

Use the free entry text box to add an item description which will appear on your quote.

2) Quantity *

Select the amount of a single item you would like to appear on the quote.

3) Unit Price *

Enter the dollar value of a single unit of that item.

4) Add Item

Add another line item into that section.

5) Add Product

Add a product from a supplier catalogue with live pricing into your quote.

6) Add Section

Use this button to add another section that you can add new items under.

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Attachments

Add any attachments you would like to appear with the quote.

Create Quote

When you are done with your quote, click ‘Save’ and you will be taken to a new page.

On this page you can approve the quote with name, PO number, notes and signature, create tasks, download the PDF, share, preview, edit or delete.

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