Quotes in Office View

This article will explain that within Quotes in the Office View, how to Accept a quote, Send a quote by email, print the quote PDF, inspect each task, review the quote notes and review the signature of an Accepted Quote.

The Quote section within the Office View offers a lot of features for an office manager. While viewing the Quote section, the manager can:

  • Inspect quotes
  • Accept quotes
  • Send quotes by email
  • Print the quote PDF
  • Inspect each task
    • The pricing tier chosen
    • Cost vs Sell Price
    • Additional Detail
  • Review quote notes
  • Review the signature of an Accepted Quote

 

Inspecting Quotes from Office View

To inspect quotes from the Office View, follow these steps:

  1. Log into your Office View
  2. Click Quotes
  3. Search for the quote you would like to inspect

 

Accepting Quotes from Office View

To accept a quote from the Office View, follow these steps:

  1. Log into your Office View
  2. Click Quotes
    quotesbutton
  3. Search for the quote you would like to inspect
  4. Click 'Accept'
    acceptingquotefromoffice
  5. If you have a copy of the clients signature, you can upload by clicking on the photo image
    uploadsignature
  6. Enter the name of the signing client
    enterthenameofsigning
  7. If you are accepting a quote without a signature, click 'Accept the quote without a signature'
    acceptthequotewithoutasignature
  8. If you'd like to accept the quote without it being sent to the client, click 'The quote has not been sent to the customer. Accept the quote anyway?'
    thequotehasnotbeensenttocustomer
  9. You must click 'Accept the terms and conditions'
    accepttermsandconsidtions
  10. Click the green 'Accept' button
    greenacceptbutton

 

Sending Quotes from Office View

To send quotes from the Office View, follow these steps:

  1. Log into your Office View
  2. Click Quotes
    quotesbutton
  3. Search for the quote you would like to inspect
  4. Click 'send by email'
    sendbyemail-1

 

Printing Quote PDF from Office View

To print a quote PDF from the Office View, follow these steps:

  1. Log into your Office View
  2. Click Quotes
    quotesbutton
  3. Search for the quote you would like to inspect
  4. Click 'Print'
    printbutton-1
  5. Check download folder

 

Inspecting each task on a quote in Office View

To inspect each task on a quote to review the pricing tier and additional information, follow these steps:

  1. Log into your Office View
  2. Click Quotes
    quotesbutton
  3. Search for the quote you would like to inspect and click on it
    inspectignquotetask
  4. Click on the task you'd like to inspect
    inspecttask
  5. Review the information available to you

 

Reviewing Quote Notes in Office View

To review the quote notes from the Office View, follow these steps:

  1. Log into your Office View
  2. Click Quotes
    quotesbutton
  3. Search for the quote you would like to inspect
    inspectignquotetask
  4. Click 'Notes'
    notes

 

Review Authorisation Signature on Accepted Quote in Office View

To review the authorisation signature on accepted quotes from the Office View, follow these steps:

  1. Log into your Office View
  2. Click Quotes
    quotesbutton
  3. Search for the quote you would like to inspect
  4. Click 'Authorisation'
    authorisation