8.3Automatic pool quotes

Create automatic quotes

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Written guide

Make a quote from a design with one click, adjust it and download it as a PDF to send to your customer.

Before you start

You set prices on your products and added smart pricing rules in the previous tutorials.

Create the quote

  1. Go to the customer and open the design.
  2. Press Create quotes.

The quote is made automatically. It has your priced products, and the smart pricing rules have done their work to make a full price and a VAT amount.

Adjust the quote

You still have full freedom. You can:

  • add descriptions
  • change the naming
  • change the amount, the price and the VAT
  • add a note
  • add products that are missing

All the calculations have been done automatically, so you only change what you want to be different.

Send it

  1. Lock the editing so the quote is final.
  2. Press Download PDF.
  3. Send the PDF to your customer.