Editing a quotation
How to create and edit quotations quickly
14 articles
- 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