Create a new quotation
1. Click "Go To "-> "Quotations"
2. Click "New"
3. Click on the pre-build "Standard". As you add your own pre-builds, they will appear in this dropdown
Add a customer and contact
4. Click here to add a new customer or select an existing customer from the dropdown
5. For a new customer, click "Add New Customer"
6. The only mandatory field you need to complete is the "Customer Name"
7. Click "Save Changes".
8. To add or select the customer's contact, click here
9. For a new contact click "Add New Contact"
10. Enter the contact's details and click "Save Changes"
11. The quotations form has no mandatory fields- you don't need to enter a contact or customer.
Add and edit line items
12. Add a one-off item.
13. An item code and description must be added, but all the other fields are optional. When you have added all the details, click "Add & Close"
19. To edit line items, click on this edit icon or double click on the line
20. And edit any value, such as the tax rate
21. Click on the tick to complete the edit
Preview and email the quote
23. When the quote is ready to check and send, click "Preview PDF & Email"
24. Swap over the document templates here
25. Selection from the library of front details pages. Customer with paid plans can add their own templates
30. Click "Email" to send it from Zigaflow.
27. Edit the email as required and click "Send".
Before emailing, make sure you have connected your email to the Zigaflow.
Not only will this make it more likely your quotation will be received, but the email will also appear in your "Sent Items" in your email system
Learn more: quotes in Zigaflow