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Create the Quote > Send the quote > acknowledge the quote!

  1. Click the "Create Customer Quote" button.

Once

Tip! The system allows you are happy with the survey and ready to producecreate different quotes based on rooms. For example a customer might want a quote clickfor the createdownstairs Quoteand buttona separate quote for the upstairs.

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    Review

  1. Select the rooms you want to create the quote

  1. View the PDF quote by clicking the PDF ICON

  1. Any specific quote text you want to add can be added here

  1. Add the customer specific quote notes that will be appended to the quote

  1. Send the quote for the customer to sign

  1. Click "Submit"

image.pngTip! If the person who creates the quote is NOT the Sales Person they can select Check and Email. This will send an email to the Sales Person that a quote is waiting for review. The Sales Person can then review the quote and send from themselves.

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