Content Comparison

LEVEL

DEFINITION

Price Quote

The price quote is broken into multiple key areas and tabs that must be populated and maintained.

Phase

Phases are a way of grouping quote line items together. You can choose whether to show phase names and descriptions on your client facing price quote in the Print Settings. Be default price quotes must contain at least one phase.

Line Items

Lines hold each of your quoted amounts. This is where activities, hours, hourly rates and 3^rd party items are added to your quote.

NUMBER

FUNCTIONALITY

1

The price quote options menu includes:

• Create a new price quote

• Duplicate current price quote

• Delete price quote

As well as ‘copy from’ functions:

• Copy from template

• Copy from an invoice

• Copy from another job

• Schedule current job

You can also:

• Insert expenditures from current job

2

These price quote tabs relate to the information for this particular price quote.

• Header: Title, description, manage the probability and view customer information

• Phases: Add/edit/delete phase names and descriptions

• Lines: Add line items including activity, description and hours to generate the quote

• Comments: Add terms or specific notes to a price quote

• Billing plan: Review and edit the job’s billing plan

• Approval: See completed approvals or approvals awaiting action

• Chat: Collaborate with colleagues on the quote and write details of the client approval

3

If you have more than one price quote on a job, use the drop down to change between them

4

Opens a price quote list

5

You can access the job properties sidebar from the price quote

6

Print and layout settings allow you to set the format of your price quote, e.g. uncheck activity price & hours in print settings to roll-up and display phase amounts on the layout

7

View and change the quote status, this will trigger approval notifications according to your agreed process

8

The save as a template button allows you to save your current price quote as a template which can later be copied into other price quotes and save time

9

Icons that allow you to create, duplicate and delete quotes. Duplication is particularly useful for managing quote revisions

10

Approval icons allow you to submit a quote for internal approval or cancel an approval

11

The currency icon allows you to change the sale currency from the client’s default currency

12

Footer is consistent across tabs so you can see price quote information as you move around