WIZniche

Creating a quote in WIZniche is a streamlined process designed to help you define services, assign customers, and manage pricing and approvals with full visibility. This guide walks you through every step, from quote setup to sending and conversion.

___________________________________________________________

1. Access the Quote Creation Screen

From the Dashboard, click the + Create button.

Select "Quote" from the dropdown list.

- From the Dashboard, click the + Create button.
- Select "Quote" from the dropdown list.

1750126244016431.mp4 [video-to-gif output image]

You’ll be taken to the new quote creation page.

- You’ll be taken to the new quote creation page.

Quote Date: Defaults to today but can be changed.

Assigned Employee: Select from a list of available staff.

Status: Defaults to Pending but can be updated manually or changes automatically (e.g., Approved, Cancelled).

Click Preview to view a PDF of the quote.

- Quote Date: Defaults to today but can be changed.
- Assigned Employee: Select from a list of available staff.
- Status: Defaults to Pending but can be updated manually or changes automatically (e.g., Approved, Cancelled).
- Click Preview to view a PDF of the quote.

Opportunity Rating: Use the 5-star system to indicate how likely the quote is to convert.

- Opportunity Rating: Use the 5-star system to indicate how likely the quote is to convert.

Tags: Add relevant tags to help organize and filter quotes later.

- Tags: Add relevant tags to help organize and filter quotes later.

Use the Search Service Item field to add services or create new items on the fly.

Specify Quantity, Price, and Scope of Work.

Toggle whether the item is Taxable.

- Use the Search Service Item field to add services or create new items on the fly.
- Specify Quantity, Price, and Scope of Work.
- Toggle whether the item is Taxable.

Tip: You can add any number of additional items like:

- Service Items
- Warranty Plans
- Service Plans
- Inventory Items

Add Discounts (percentage or fixed amount).

- Add Discounts (percentage or fixed amount).

Set a Deposit (optional) with percentage or flat value.

- Set a Deposit (optional) with percentage or flat value.

Search and select an existing customer or click + Create Customer to add a new one.

- Search and select an existing customer or click + Create Customer to add a new one.

Fill in customer details, addresses, and toggle notification preferences.

Use View Profile to preview customer info.

- Fill in customer details, addresses, and toggle notification preferences.
- Use View Profile to preview customer info.

Tip: Multiple customers can be added. Use the Paid By toggle to assign billing responsibility and don't forget to check the send box to send the quote to multiple recipients.

Choose from existing locations or click + Create Property to add a new one.

Once selected, a Google map preview is shown.

- Choose from existing locations or click + Create Property to add a new one.
- Once selected, a Google map preview is shown.

6. Notes, Attachments, and Checklists

Notes: Use the + Note button to add internal or client-facing notes.

- Notes: Use the + Note button to add internal or client-facing notes.

Attachments: Upload documents and toggle if want to send them with the quote.

- Attachments: Upload documents and toggle if want to send them with the quote.

Checklists: Assign predefined checklists from settings or remove as needed.

- Checklists: Assign predefined checklists from settings or remove as needed.

7. Add Signatures and Track Deposits

Add one or multiple customer signatures with timestamps.

If customers approve the quote through the client hub, their signatures are saved here.

- Add one or multiple customer signatures with timestamps.
- If customers approve the quote through the client hub, their signatures are saved here.

View deposit records under the Deposits section.

- View deposit records under the Deposits section.

- Access Actions Menu:
 - View Activity Log
 - Download or Print
 - Convert to Invoice or Job
 - Clicking Convert to Job or Invoice will quickly convert your Quote to a Job / Invoice. The created Job / Invoice will automatically sync all your information, allowing you to then Send the invoice or Schedule a Job seamlessly for your customers.
 - Delete the quote (if applicable)

- Use the bottom bar to:
 - Access Actions Menu:
 - View Activity Log
 - Download or Print
 - Convert to Invoice or Job
 - Clicking Convert to Job or Invoice will quickly convert your Quote to a Job / Invoice. The created Job / Invoice will automatically sync all your information, allowing you to then Send the invoice or Schedule a Job seamlessly for your customers.
 - Delete the quote (if applicable)

- Save the draft
- Send to customer

Need help with creating quotes or customizing forms? Reach out to us at <a href="" rel="nofollow noopener noreferrer" target="_blank">support@wizniche.com</a>.

How to Create a Quote in WIZniche

Go to WIZniche

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

How to Create a Quote in WIZniche

1. Access the Quote Creation Screen

2. Set Basic Information

3. Add Job Details & Pricing

3.1 Discounts

3.2 Deposits

4. Add Customer Information

5. Define Service Location

6. Notes, Attachments, and Checklists

7. Add Signatures and Track Deposits

8. Actions, Send and Save