Quotations

Understand Quotations, how to activate it, and what it includes.

Quotations helps you create offers, send them for online acceptance, and convert them into work orders or invoices.

Use this section to understand how Quotations fits your plan, how to activate it, and which features it unlocks.

Quotations is included in Accelerate and Maximize. On Boost, it is available as an add-on.

In this guide

• Introduction to Quotations
• Activate Quotations through the License Manager
• Quotations availability and plans
• Features in Quotations
• Eligibility and requirements for Quotations
• Duplicate or revise a quotation
• Generate a quotation PDF
• Use quotation photos (beta)
• Use quotation sections (beta)
• Use quotation free fields
• View the quotation communication log
• Configure quotation parameters

What you do with Quotations

• Create and manage quotations.
• Send quotations for online acceptance.
• Convert accepted quotations into work orders or invoices.
• Revise quotations, generate PDFs, and track follow-up.

Recommended order

1. Start with Introduction to Quotations.
2. Continue with Activate Quotations through the License Manager.
3. Check Quotations availability and plans.
4. Review Features in Quotations.
5. Finish with Eligibility and requirements for Quotations.
6. Then review Configure quotation parameters.
7. Continue with Duplicate or revise a quotation.
8. Use Generate a quotation PDF.
9. Add extra data with Use quotation free fields.
10. Track follow-up in View the quotation communication log.
11. Use quotation photos and quotation sections when those beta features are enabled.

Webinar

Prefer to follow the process visually? Watch the webinar about Quotations.

Related topics

• Power-Ups
• OutSmart packages
• OutSmart Marketplace
• Start a Power-Up trial