By sending the quotation to the potential client, you, the supplier, are committing to the proposed price. When a customer accepts the quote, this also means that they are committing to retain your services at the agreed price.
Remember, our goal is to help you reduce late payments. This is why, in order for them to accept the quote generated by our system, they are required to provide their payment details upfront.
Once it's fully paid off, you receive a notification while the customer gets their receipt by email.
This screen is the eQuotes history, we can see the various Quotes that were sent out or are being worked on at the moment. The controls on the right side allow you to send, preview, delete or even duplicate to save some time creating the next one.
Let's create our first eQuote by clicking on the NEW button.
CUSTOMER SECTION:
Fill in your customer's information. Enter a unique ID for this quote in the CUSTOM-ID field,
think of it as an invoice number, but for a quote. Use the short description to show and remind the customer of what the eQuote is about.
QUOTE ITEMS SECTION:
The eQuote Items section is where you list the cost and description of the goods and services you are offering. The value of each item contribute to the final cost. You can add as many items as you need. Line items has multi-line, bold, and italic text tools for better readability by the customer. You can also create a line item template (learn more here).
SALE TAX:
Set up your sales tax for this eQuote.
Tax Code:
Enter the name of the tax. ie: PST, GST
Tax Number:
Enter your tax number
Tax Rate:
Set the tax rate.
Compound Tax:
Check if this tax is a compound tax
Once the Sale Tax has been set, click in the greyed out area to go back and select your tax.
PAYMENTS METHODS:
Select which payment methods you wish to allow your customer to choose.
Please note that EFT is not available for free users.
The second step of creating an eQuote is to set the terms
Initial Deposit:
Enter an amount under INITIAL DEPOSIT if one is required. You can enter the $ amount or a %.
We now need to program the quote to be paid on Deliverables or a Payment Plan
Deliverables:
Allows you to set up payments based on milestones, rather than a fixed time frame.
Payment Plan:
Allows you to break the total amount owed into installments. Once the first payment is taken, the system will charge the payment method based on the desired weekly interval. Finally, with the surcharge field, you can add a convenience fee for offering the option of a payment plan.
Take the time to review and ensure everything is in order before sending the quote.
Reminders will automatically send emails to the customer until an action is taken on their part or until you cancel the request.
You can now Save and Send Later or Save and Send right away.