Overview
Fergus makes it easy for your business to personalise quotes and estimates just the way you want. With tons of handy tools, both you and your customers can clearly see what each job involves, keeping everyone on the same page.
If you're looking for a more in-depth tutorial on quoting, click here!
How to create Quotes and Estimates
When you create a new job, under the job details, you can select the job type as a Quote or Estimate. You will also need to fill in all the required fields to create this job. When you are happy with all the details, click "Create Job."
How to build Quotes and Estimates
When the job is made you will be sent to the job card and be presented with the quote or estimate section under tools which is divided into three different sections: Quote/Estimate Versions, Scheduling, and Purchase Orders.
Tip: We've just released our Quote Options feature! Click here to learn more.
Quote/Estimate Versions
In quote or estimate versions, you can see the initial quote/estimate listed as a draft.
You can make edits to the draft version using multiple tools in the toolbar. Here is an overview of the toolbar from left to right:
% (Percent) icon: Apply markups and discounts
Grid icon — "Assign document templates": Apply a saved quote/estimate template, or save the current quote as a new template. This is the icon to click if you want to reuse a saved quote structure.
Pencil icon: Change the formatting options
Cog icon: Make bulk actions after selecting at least one item
Calendar icon: Change the quote date
Validity Period: Change the validity period
Red flag icon: Add a query note
Email icon: Make an email draft
Speech bubbles icon: Send an SMS
Printer icon: Choose to print or print and publish
Download icon: Download draft of the quote
Bin icon: Void quote
Preview icon: Preview mode for quote/estimate
Edit icon: Edit mode for quote/estimate
Apply Quote/Estimate Templates
💡 Want to reuse a whole quote? Click the grid icon in the toolbar (second from left — hover over it and it will show "Assign document templates"). This lets you apply a saved template that populates your quote with saved sections and line items in one go.
Open the quote editor from the job card
Click the grid icon in the toolbar (second from left). Hover over it to confirm — the tooltip reads "Assign document templates"
The template panel will open, showing a Select template dropdown
Click the dropdown to choose your template. You can also type to search.
Click Apply template
Note: Applying a template will overwrite the current template settings (description and footer) but will not affect any sections or line items already added to the quote
📌 Please note: You can also save your current quote as a template directly from this panel by clicking Save current quote as template. To edit existing templates, click Edit templates or go to Profile → Settings → Quote Settings → Templates.
The next section of the quote/estimate is the letterhead, where you make changes to the customer contact and address details.
This section is the core part of the quote/estimate, where you create sections and add line items. You can easily make sections by adding a group of items through favourites. Below is an example of a section with added line items.
Scheduling
Scheduling allows you to schedule the quote/estimate by assigning a group/person or assigning the job to someone through the calendar.
To assign a group or person to the job, click the "Assign Person/Group" button. A drop-down menu will appear, allowing you to select the employee/group to which it needs to be assigned.
Click "Schedule Quote" to schedule this quote/estimate through the calendar and assign it to an employee.
Purchase Orders
You can add purchase orders in this tab by clicking "Add New Purchase Order".
From here, you have a few options. You can create a purchase order by importing certain sections/items from the quote.
Another option is to create a purchase order by adding specific line items or favourites.
When you finish building your quote/estimate click "Publish" to publish it and print it out or email it to the customer.
This will change the status of the quote/estimate to "Published." To edit this quote/estimate, you must create a new version.
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