Editing a Quotation
Learn how to create quotations quickly
14 articles
- 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
- Calculating a USA tax code on a quotationZigaflow will use the ZIP code to give you the correct tax code for your customer