Quoting & Estimating

• Quotes are created within the Jobs function, which eliminates extra steps for quotes that become firm orders



• Fixed price or cost-plus quotes
  


• Pricing options include price and discount matrices and user-defined price formulas



• Quote details can be copied from job templates or bills of material



• Multiple items per quote



• One-time items can be entered on-the-fly without setting up with formal item numbers



• Job configurator can be used to generate quick quotes with prompts and user-defined formulas



• Four quote styles offered (formal, letter, letter with details, multi-option)



• Quotes can be printed or automatically e-mailed