Quotations
How to create and send quotations as well as how to get the most from Zigaflow's quotations functionality
33 articles
- Adding the Tax Rate to a QuotationHow to add the tax rate(s) used on a quotation to the PDF
- Quotation Pricing Calculations - The BasicsThe basic pricing calculations in Zigaflow explained: Mark-up, Margin, Discount and Supplier Discount
- Handling Labor Prices and CostsEither with separate lines or on the same line
- Changing the Currency and Converting Costs & PricesFind out how to change the values on a quotation when you've changed the currency
Editing a Quotation
Learn how to create quotations quickly
- How to Send Your First QuotationGetting started with Zigaflow's Quotation Module
- Getting Customer Signature/ApprovalZigaflow speeds up your sales process by allowing your customers to sign/approve your quotation
- Showing and Using Mark-ups, Margins, Discounts, etc. on QuotationsHow to display the columns you need to calculate your quotations
- 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 quotationSpeed up your quoting by importing sections from another quotation
- Importing an Item from Another QuotationSave time by pulling into your current quotations items you've already quoted elsewhere.
- How to copy a sectionQuickly copy an entire section of items in your quotation
- 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 an optional itemAvoid overinflating your sales quotations by including optional items for your customers
- How to round up all the 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 QuotationYou can have sub-totals for each section that appears in a quotation.
- 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
Settings
Learn how to change the settings of your quotations module
- 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
Pipeline View
Learn how to set up and use the quotations pipeline view
List View
Helpful tips for 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 viewQuickly copy a quote while in list view
- 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
Tiered or Volume Break Quotes
For quoting breaks of 100, 250, 500, or similar. Ideal for promotional products and other sectors
- Setting up Tiered/Volume Break QuotationsHow to switch them on and set up the pre-build(s)
- One-Off Item/Product 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 LibraryCreate a quote for one or more products of multiple quantities.
- Creating a Tiered Quotation from a Supplier FeedQuickly create quotations with multiple quantities for products with prices from supplier feeds
Managing Quotation Versions
Zigaflow allows you versions of quotations but there are some restrictions