Once estimates are finalized, with a click you can generate a quote to send to a customer. Two options exist for formatting Quotes, having a separate line item for any non-recurring costs in the form of an NRE, or dividing the NRE costs into the unit price of each of the quantities you are quoting.
If quoting a larger package of parts, a shopping cart is used to combine multiple estimates to create a quote with multiple part numbers. Any common notes, or terms that were applicable to each Estimate will be combined in notes section of the quote and any unique notes or terms will be individually identified by part number on the quote. From any quote, a PDF can be generated to email to a client. If a client submits an order based on a quote, with a single click that quote may be turned into a Customer Purchase Order.
- Estimate Cart