Creating a New Quote with Quote Wizard

Step-by-step instructions

1. 
   Step 1

   Navigate to the Quotes section in the side menu and select Quote Wizard to create a new quote.

2. 
   Step 2

   Enter the customer name in the search field. The system searches for existing records or uses Google Maps to find the address if no record exists.

3. 
   Step 3

   Enter the contact name and select the contact role, such as Admin or Owner.

4. 
   Step 4

   Enter a name for the quote, such as a service description or project name.

5. 
   Step 5

   Click Next to create the quote. If the customer and site do not exist, the system creates them, links them together, and generates the quote and quote version.

6. 
   Step 6

   Select the contact you want to send the quote to. The system generates the quote summary.

7. 
   Step 7

   Add line items to your quote or select a quote template to pre-populate the quote.

8. 
   Step 8

   Enter the quote details, such as 15 hours of labor at a rate of $150.

9. 
   Step 9

   Configure your default prices in the product catalogue. Add a cover letter to describe the quote.

10. 
    Step 10

    Use the AI generator to create a summary that appears before the quote details.

11. 
    Step 11

    In the Documents section, include additional files such as a company profile.

12. 
    Step 12

    Click Save and Preview to generate the quote. Review the summary and email the quote directly from the system.