Quotes
How to create, send, and convert professional price estimates for clients.
12 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