Under the Quote Detail tab you will find the Project Number, Brief Project Description and Client Name. To edit any of these details click the pencil icon at the top right. A pop up will appear where you can edit all these details.
This will display the status of the quote. New, Submitted, Approved and Declined.
Here you can record how your client found you. You can add your own customer sources to choose from in your settings. Example – Google, Referral, Facebook, Company Vehicle, Instagram. Refer to Customer Sources article for more information.
On your Quote PDF in the description area you will see a space to the right of the project details. Here you can display a hero image of your project.
To add an image click the pencil icon next to the cloud icon. You can either take a photo if you are on site or choose from your photo gallery.
This feature allows you to change the status of the quote manually. Submitted, Approved or Declined.
Top Right Icons
Pencil – Edit
Calendar – Use the Calendar
Clone – Make a copy of the quote to edit.
Trash – Delete the Quote