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Advice and answers from the Fergus Team

Search results for:quote options

Quote Options
Give your customers selectable options within their quotes… Quote Options allow you to include selectable sections within a quote, giving your customer the flexibility… Quote Options are available in the web quote editor
Quote Versions
How to create and manage quote and estimate versions in Fergus. Send multiple quote options to your customer with ease!… Creating a Quote Version… Publishing and Sending Quote Versions
Editing Published Quotes & Estimates
Using Versions to send a new version of your quote or estimate… Open the quote/estimate that you need to edit… Click ⋮ to open the options menu then select "Duplicate Version"
Creating Quotes and Estimates
How to quote and estimate in Fergus. Quoting and estimating explained!… Tip: We've just released our Quote Options feature! Click here to learn more… How to create Quotes and Estimates
Copying Quotes and Estimates
Here you can find out how to duplicate quotes and estimates… with a copy already loaded by clicking ⋮ options in the Quote versions section and then clicking on… [Inline Video] While you can't copy a quote or estimate into an existing job, you can create a new job
Quoting Settings
Learn more about the Quote/Estimate settings… Quote/Estimate Templates… In this quoting settings section, you will see the options to customize your quoting preferences
Quote/ Estimate Reminders
Learn more about the Quote/ Estimate reminders… Quote/ Estimate Reminder Template… Below are the options you can choose from: On the expiry date 1 day before expiry date
Invoicing and Collecting Payment in Fergus Go
You'll be shown the following invoice options: Quick invoice Invoice from quote Invoice… a percentage of quote Invoice the remainder of a quote A Quick Invoice is the fastest way… 2) Invoice from Quote
Your Fergus Setup
To setup the default validity period for your quotes, select the quoting option from the settings list… Quote Settings
Invoicing Progress Payments
Here you’ll see three options: ​ Percentage of the Quote/Estimate: Use this feature to invoice… Quote/Estimate Sections: If you have divided your quote/estimate into sections (for example, different… Quoted/Estimates Jobs