Managing Quotes

• The Quote History database stores previous quotes so they can be filtered, sorted, retrieved, modified, updated with new prices, saved as new quotes, and used for cost studies.
  
  
• Once a Quote has been created, you can easily change the selling cost by adjusting your markup. It makes fine-tuning easy!
  
  
• Two Quotes can be open at once in sizeable windows for side-by-side comparison.
  
  
• Customer information such as address, contact name and terms are stored in a Customer List. In a quote, you can select a customer and the information is automatically imported. This information is used for reports such as Shipping Manifests and Invoice.
  
  
• Quote Reports are sent to Microsoft Word for customizing, printing, faxing, emailing, and storage.
  
  
• Import/Export Capabilities. This new feature allows users to share quote, customers and Shop Settings. Shop Settings standards can be established and shared among all shop locations/estimators.
  
  
• Multiple users can access the same database with the Multi-User/Server add-on. Each user can be given separate permissions for modifying Shop Settings, Quotes and accessing the Budgeted Hourly Rates (BHR) module.
  

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