Quotations
How to create and send quotations in Zigaflow and get the most from the quotations module
38 articles
- Adding the tax rate to a quotationShow the tax rates used on a quotation in its PDF by adding a {TaxSummary} table, including when the quotation has multiple tax rates.
- Quotation pricing calculations - the basicsThe basic pricing calculations in Zigaflow explained: Mark-up, Margin, Discount and Supplier Discount
- Handling labor prices and costsShow the labor rate columns on quotes, jobs and invoices, add labor hours and rates to an item's price, or set up labor as a separate item.
- Changing or converting the currency on a quoteFind out how to change the cost and sale prices on a quotation to a different currency.
- Adding landing costs and shipping chargesAdd these as separate costs to your items/products before the markup/margin is applied.
- Setting up unit options for products and quotesUsing Unit Options makes it easier to quote products in the correct format, clearly show different units or quantities to customers, and ensure the information flows consistently from your products…
Editing a quotation
How to create and edit quotations quickly
- How to send your first quotationCreate a new quotation, add a customer, contact and line items, edit lines, preview the PDF and email the quote to your customer from Zigaflow.
- Getting customer signature/approvalZigaflow speeds up your sales process by allowing your customers to sign/approve your quotation
- Showing and using mark-ups, margins and discounts on quotationsShow hidden mark-up, margin and discount columns on Zigaflow quotations, edit values on each line, and apply them across multiple lines at once.
- Use the quick-add option to add items to your quotationIf you are familiar with the item codes for what you sell this is a great way to add these on to your quotations quickly
- Importing a section from another quotationImport a section from another quotation or a pre-build into your current quotation, placing it above or below an existing section.
- Importing an item from another quotationSave time by pulling into your current quotations items you've already quoted elsewhere.
- How to copy a sectionCopy an entire section of items on a quotation in two steps by opening the section menu and choosing the copy section option.
- How to switch on store modeStore mode allows you to work on a quote in front of your customer without them being able to see any information on your costs or profit
- How to set an item on your quotation as optionalAvoid overinflating your sales quotations by including optional items for your customers
- How to round up sale prices on your quotation to the nearest whole numberUse this button to quickly get rid of pennies and cents from your net sales prices
- How to collapse all of your sectionsMake it easier to work on large quotations by collapsing the sections, allowing you to focus on specific aspects independently
- Adding section totals to a quotationAdd section sub-totals to your quotation template using variables like {SectionNet}, and keep them showing when a quote has only one section.
- Add a percentage value to a quotationHow to add a percentage based on the value of the overall quotation, for example for freight or other charges
- Calculating a USA tax code on a quotationZigaflow will use the ZIP code to give you the correct tax code for your customer
Quotation settings
How to change the settings of your quotations module, including e-signatures
- Set up your own quotations workflowUse this guide to understand how to customise your quotations module to reflect your own sales process
- Set up customer e-signatures (online acceptance of a quotation)Speed up and remove manual work in your quotations process by allowing your customers to e-sign acceptance of the quotation
- Set up quotation approvalsRequire approval before team members can send quotations that exceed certain value and discounts
- Update document fields that displayHow to edit the field that displays on documents such as Quotations, Sales Orders (Jobs), Invoices, Purchase Orders, and Work Orders.
Quotation pipeline view
How to set up and use the quotations pipeline view
Quotation list view
Helpful tips for working with the quotation list view
- Change the columns you see in the quotation listLearn how to change the column you see in your quotation list across your business
- Copying a quotation in list viewCopy a quotation from the list view using Copy or Copy via Pre-Build, bringing all its sections and items into a new quotation.
- Filtering your quotations list by dateUse the date filter to narrow the list of results you see in your quotations list
- How to update the status of more than one quotation at the same timeChange the statuses of multiple quotations in one action with our simple bulk update
Quotation automations
Automations that move quotations along and do routine work for you
Tiered and volume break quotes
Quote price breaks such as 100, 250 and 500 units, for promotional products and other sectors
- Setting up tiered/volume break quotationsSwitch on tiered quotations, create a tiered pre-build, link a PDF template to it, and test it by creating a new quotation.
- One-off item tiered quotationsHow to create tiered/price breaks/volume breaks quotations with items not in your database
- Creating the PDF template for tiered quotesThese differ from the standard ones in the way the item table is set up
- Create a tiered quotation from your product libraryBuild a tiered quote from products in your library, choose price-based or cost-based pricing, set quantity breaks, then preview and send it as a PDF.
- Creating a tiered quotation from a supplier feedQuickly create quotations with multiple quantities for products with prices from supplier feeds
- Automatic price update on editWhen you change an item's quantity on a quote, Zigaflow will get the price and costs for that quantity/volume break and apply them. This can be switched off.
Managing quotation versions
How quotation versions work in Zigaflow, and the restrictions that apply
- Creating from a previous versionRe-create an old quotation version by importing its sections into the latest version, then remove duplicate sections so nothing appears twice.
- Creating a version of a quotationCreate a new version of a quotation, either as is or via a pre-build that restarts automated messages and tasks for chasing.