Building a Quotation

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FE main details

 

The estimating process is pretty simple:

 

New button to Add a new quote
Enter client details in Client tab
Select a model from the drop-down in Details tab. You can adjust the options display by selecting the scope (global, model options or PC Items), displaying only options that have already been included, selecting a group (setup from Options screen), or using the filter bar. After changing the group, sort or filter bar, you need to press the Refresh button Refresh to apply your selections.
Tick any options you want. Over-ride default quantities if desired

 

·        That's all there is. The proposal and contract are now ready to print