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Quotations /Proposals
How to create and send quotations as well as how to get the most from Zigaflow's quotations functionality
22 articles
Quotation Pricing Calculations - The BasicsThe basic pricing calculations in Zigaflow explained: Mark-up, Margin, Discount and Supplier Discount
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.
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
Pipeline View
Learn how to set up and use the quotations pipeline view
Change the status of a quotation in the pipeline viewQuickly and easily drag & drop your quotations to change their status in your workflow
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
Creating a new version of a quotation from the list viewQuickly create new versions of your quotations and keep a record of all your previous versions - just in case you need them later!
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