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
Quote: How to View and Filter the Quote ListUsing the filters to find specific estimates.
Quote: Customizing the Quote List ColumnsHow to adjust the visible data on your quotes dashboard.
Quote: Deleting or Canceling a QuoteHow to remove or void quotes in your system.