Watch the FUN video here or read the article below, your choice!

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So, There are actually 3 starting points to create a quote. Let's chat about it
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First way

just click the the Start a Quote button at the top of any page, right next to the company logo.

from here, just search for an existing customer's name.

Or if your customer is new, choose add new customer.

Is your customer an individual? Or are they associated with a company?

Enter the customer details:

First and last name,

then phone numbers,

next, enter email

Start typing the address and the system will auto-populate based off of google maps.

If a duplicate entry warning pops up when you enter a phone number or an address: Review the options carefully or choose the correct customer profile to keep records accurate. Easy as that!

At the bottom of this page, we have the default set to keep the delivery address the same as billing. You can uncheck this if you wish, or change it on the actual order.

If you have activated the "How did you hear about us" feature in settings, this is where that question is posed to your salesperson. This is how you turn that feature on

ok, back to business

After entering all required info, click Save to proceed.

click Next..

and your in business

Second Way

Start at your Customers Icon ..

Search for your customer,

then select them!

From the customer Detail Page, select New Quote from the top right!

From here, you can even add a new address if you need too.

Simple Dimple

Go Next to get to the Quote.

and third

If you are at an existing quote or order, Pop Down that Select Action Menu in the top right

you can duplicate the existing order or create an entirely new quote for your customer.

You got it If you're ready to learn how to make a full quote, click below How To Create A Quote
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