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Quoting

Jo Grant -

Updated for Synergist version 12.5

Quoting is your client facing financial section of the Synergist process.

Quoting may be done at job level, phase level or both job and phase level depending on your setup.
These notes reference phase level quoting, but can be applied if available at job level.

Typically quotes are built from the estimate line information already created via the build quote button, choosing one of the menu options presented.  By default there are three build options Standard, Detailed or Summary.  Each will translate the estimate line data into quote line data differently.

quote_01.PNG

The actions button has several further options:

Quick quote is a one-click option wish pulls through the estimate using your own default view.
Advanced quote allows you to specify either an ad-hoc build for a one-off requirement, or you can save these settings for re-use in the future - your new view will appear on the Build quote menu once it has been saved. Use the views button to save / delete views, or to make an existing view your default for quote build.

quote_02.PNG

Revisions is an option so may, or may not, be displayed. It allows quotes to be saved away and restored as and when required.

Copy quote from another job.  Depending on system setup this option will be available at job level, phase level or both.  It allows you to search for and select another job / phase and copy the quote lines from there onto the current job / phase.

Once lines exist, they can be edited, deleted or moved around in order of appearance. Lines can also be expanded to input or show existing details:
quote_03.PNG

In addition to this lines can be marked as billable or non billable:

As well as standard, option or picked:

For more information on this see the quoting options section.

 

 

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