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Customers - View Customer Detail: Quote

When working within the Customer Detail page, users can initiate a sales proposal by selecting + Quote from the quick-create bar. This action opens the Create Quote interface, which is automatically linked to the active customer.

Accessing Create Quote from Customer Details

  1. Navigate to the Customer Detail Page.

  2. In the quick-create bar at the top of the page, click + Quote.

  3. The Create Quote interface opens with the customer pre-selected.

Create Quote Interface Overview

The Create Quote interface is divided into clearly defined sections to ensure all project, pricing, and communication details are captured accurately.

Quote Notes

This section allows you to add both internal and customer-facing messaging.

  • Quote Notes
    Used for internal documentation related to the proposal.
    These notes are visible to staff only.

  • Message on Email
    Used to include a personalized message that will appear in the email sent to the customer when the quote is delivered.

Customer Information

This section is automatically populated based on the selected customer and is read-only.

Displayed information includes:

  • Customer name (e.g., Colten Anderson)

  • Service address

  • Billing address

  • Email address

  • Phone number

This ensures the quote is generated for the correct account without requiring manual entry.

Services & Inventory

This section allows you to define the line items included in the quote.

Adding Services

  • Services appear under a Services category.

  • Example:

    • Acid Wash — $600.00

Adding Inventory Items

  • Inventory items appear under an Inventory Items category.

  • Example:

    • Sample Item — $12.00

Line Item Controls

Each service or inventory item supports:

  • Custom descriptions

  • Quantity adjustments

  • Tax enable/disable toggles

This allows full flexibility in pricing and presentation.

Totals Calculation

Located at the bottom right of the screen, this section dynamically calculates:

  • Subtotal

  • Tax

  • Total

Include Total for Customers

  • A checkbox allows you to control whether the total price is visible to the customer on their version of the quote.

  • When unchecked, pricing can remain internal.

Finalizing the Quote

  1. Review all line items, notes, and totals.

  2. Click CREATE QUOTE.

  3. A confirmation prompt appears.

  4. Click Confirm to finalize the quote.

After confirmation, the system redirects you to the Quote Detail View.

Quote Detail View

The Quote Detail view serves as the central management hub for the proposal.

Action Bar

At the top of the page, the following actions are available:

  • Edit Quote
    Modify services, pricing, or notes.

  • Create Invoice
    Available once the quote has been approved or signed.

  • Create Appointment
    Schedule work directly from the approved quote.

  • Delete Quote
    Permanently removes the quote.

Communication Options

Below the action bar, quick actions allow you to:

  • Email the quote

  • Text the quote

  • Print the quote

  • Duplicate the quote for reuse

Quote Status & Signature

  • The quote initially displays a status of Not Signed.

  • Once the customer reviews and signs:

    • The signature is captured

    • The signing date is recorded

  • The signature appears in the Signature section at the bottom of the page.

Attachments

Users can enhance the quote by uploading supporting materials:

  • Quote Photos
    Used for visual references or site context.

  • Quote Documents (PDFs)
    Used for detailed specifications, contracts, or additional documentation.