To request a quote from a supplier, select the checkboxes of the quotes or requested quotes you wish to combine and click ‘Create combined quote from the top menu of the Quotes page.
This will open a pop out page from the right side of the screen, where you are able to populate the details of your combined. Enter the following information:
Customer name
Customer email
Property address (use type ahead pre-fill or enter manually)
You will notice that all the line items from the quotes and/or requested quotes have been brought into the new combined quote.
At this point, you are able add your own custom margin to the individual line item.
You can also add additional line items, just like when creating an individual quote.
You can also add ‘Other project fee(s)’, which will display as another line item on the quote.
Enter a quote number for your quote.
Select the date that the quote is valid until using the date picker.
Select the number of days that the invoice will be due from when quote is accepted.
Click ‘Combine & Send’ button, and your quote will be sent via email to the customer.
You will be notified via email if the customer Approves or Declines the quote. If the customer Approves the quote, the invoice will automatically be generated and sent to the customer.