- Quote a job1. Choose Quotes in the rail, then the Quotes tab. The Quote stage opens. !The top bar of Quotes with the Quotes tab outlined, and the Quote stage open below it 2. Press Quote a job. You can also press Quote a job under Out for decision on the Overview. !The Quote a job button outlined at the top of the Quote stage 3. The form Quote opens under Being written. Fill in: !The Quote form with Client, Currency and The job filled in and outlined - Client - Currency: what the quote is priced in. - The job - Lines: press Add a line for each, and fill in Item, Per if it is counted in hours, days or another unit, Qty, Unit price (excl. VAT) and VAT. - Valid until: filled in from your organisation's settings. Choose another date from the calendar if you need to. - Terms: optional. - Drawings, specs and photos: optional. Press Choose files and pick drawings, specifications or site photos. PDF, images (PNG, JPEG, WebP, TIFF), Word and Excel files are accepted, up to 25 MB each and 20 files in all. Press Remove to take one off before you send the form. 4. Press Send the form.
- Record the client's answerThe client does not sign in to Koldheim, so whoever raised the quote records what they said. If your organisation has clients answer quotes themselves by link, this form comes to you only when the link runs out unanswered.
Quotes and Orders ยท 2 tasks