Quotes
How to create, send, and convert professional price estimates for clients.
23 articles
Basics
Basic Quote Workflows in WIZniche
- Quote: How to Create a New QuoteA step-by-step guide to initiating a new estimate and setting basic parameters.
- Quote: Adding Customers and Service Locations to QuotesLearn how to assign customers and property addresses to your quotes.
- Quote: Setting Quote Status, Opportunity Ratings, and TagsHow to manage the metadata of your quotes to track sales potential and organization.
- Quote: How to add a Quote ImagePersonalize your quote with a main photo that shows up on customer facing quote approval screen.
- Quote: Adding Line Items, Pricing, and TaxesHow to build the scope of work and financial details for your estimate.
- Quote: Setting up Add-ons for Customer SelectionCreate optional upsells that customers can toggle on their own.
- Quote: Applying Discounts and Requiring DepositsHow to offer discounts and upfront payment requirements.
- Quote: How to Send a Quote to a CustomerThe process of finalizing a draft quote and emailing it to the client.
- Quote: How to Convert a Quote to a Job or InvoiceHow to turn any quote into an schedulable Job or billable Invoice.
Managing Quotes
Managing Quotes in WIZniche
Tiered Quotes (Good/Better/Best)
Learn about creating and sending your customer tiered quotes in WIZniche
- Tiered Quote: What Is a Tiered Quote?What a Tiered Quote is and why it exists — one proposal, three packages, one link.
- Tiered Quote: Setting Up Your Tiers (Good/Better/Best)How to configure your tier names, order, colors, badges, and default copy under Services and Prices.
- Tiered Quote: Tiered vs. Standard QuotesWhen to use a Standard quote versus a Tiered quote.
- Tiered Quote: Finding Tiered Quotes in Your Quote ListWhere Tiered Quotes show up in your quote list, and what's shown for each one.
- Tiered Quote: How Unselected Tiers Are HandledWhy the two packages a customer didn't choose are closed instead of cancelled.
- Tiered Quote: Understanding the Activity LogHow every customer action on a Tiered Quote is logged, and how the stage progress and notifications work.
- Tiered Quote: What Your Customer SeesThe swipeable, mobile-first experience your customer walks through when they open a Tiered Quote.
- Tiered Quote: Sending a Tiered QuoteHow sending a Tiered Quote sends one proposal instead of three separate quotes.
- Tiered Quote: Adding a DepositHow to require a deposit on a Tiered Quote package.
- Tiered Quote: Editing Each PackageHow each of the three packages in a Tiered Quote is edited on its own, including photos.
- Tiered Quote: Creating a Tiered QuoteHow to start a new quote as Tiered instead of Standard.