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Home > Quoting > Getting Started > Easy Quote

Easy Quote


An Easy Quote is a Quote that can be quickly created with a Description of the items being quoted.  

For more complex Quotes with individual cost lines see New Quote.



To create an Easy Quote, from the main menu select Quote > Easy Quote.


You should see a page similar to 

  

Enter the 

  • Quote Number.    Empower Quoting allows for automatic Quote Numbers - to allow this see Automatic Quote Numbers
  • Customer 
  • Date and Job Name
  • The Quote Required By date.  This can be automatically populated - see Quote Settings

  • The date the Quote is valid to.  This can be automatically populated - see Quote Settings  

  • Additional Quote Information.  Clicking on this displays additional Quote information
          



  • Deposit Information.  Clicking on this displays deposit related information
 

  • Description - enter a Description and click Add.  



Your page should look similar to

   

To print or email the Quote click on Print Quote - for more information see Emailing a Quote.

To Share a quote click on Share Quote - for more information see Share Quote.

See also