Overview
Fergus makes it easy for your business to personalize 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.
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/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/estimate section under tools which is divided into three different sections: Quote/Estimate Versions, Scheduling, and Purchase Orders.
Quote/Estimate Versions
In quote/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:
Version drop-down menu: allows you to see all versions of the quote/estimate made and allows you to create new versions
Percent icon: Apply markups and discounts
Template Icon: Assign Document templates
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
Click on the “Template” icon on the Quote toolbar
The template dropdown will open, and you can see a dropdown box titled “Select template”
Press on the dropdown to select a template. You can also type into the input to search for templates.
Select the template and press Apply template
Applying a new template will overwrite the currently applied template settings, including the document description and footer. The template will not affect any sections or line items added to the quote.
To apply the template, press apply
Please note: You can edit or add templates by clicking on the Edit/Add Template button or by navigating 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.
Next
Related Articles
Thanks for taking the time to read our Article, if you have any questions please get in touch via support@fergus.com