Creating Quotes

Creating Quotes

Create professional looking quotes in a matter of seconds on Trade Trak, send them to clients instantly, have them sign them off on the spot, or use them to autofill your invoices and save you time.

Create New Quote

To begin you need to start on the quotes module. To access this from Dashboard, click on ‘Quotes’.

Create Quotes 1

Here you will be able to view your previously created quotes with general overviews of information, including status, client, issue date, notes to clients and the amount quoted. If you have many quotes, you are also able to refine your results by searching for keywords or filtering by status, job, client name or issue date.

To start from scratch, click ‘Create New Quote’ in the top right corner.

Create Quotes 2

When you are creating a quote, you are able to provide as much or as little information to your client as you like. There are only a few sections which are required for creation, which are marked with an asterisk.

Quote Details

1) Client *

Select which client you would like to quote.

Options:

Choose a Client (Drop-down menu)

'+' (Add client)

2) Job *

Select which job you would like to quote.

Options:

Choose a Job (Drop-down menu)

'+' (Create a job)

3) Issue On *

Select which date you would like the client to be quoted.

Options:

Manual entry

Calendar view

4) Status *

Select from a drop-down menu which status you would like your quote to show.

Options:

Draft

Awaiting Approval

Approved

Partially Invoiced

Invoiced

Ready to Invoice

Void

5) General Description

Enter details about the quote into the provided textbox. If you have not created a new job from within the quote, this section will be auto-filled with the job description but you can edit as needed. Descriptions can be used for administration purposes but are not attached to the quotes that your clients receive.

Create Quotes 3

Quote Items

You can add as many items to your quote as you like. You will be shown the subtotal and total price. You can also delete any items by pressing the trash can next to the line’s total.

1) Item Description

Use the free entry text box to add an item description which will appear on your quote.

2) Cost

The dollar value of the individual item.

3) Units

Use the free entry text box to add how many units of the item you would like to appear on the quote. You can also add decimal points and the app will do the correct calculations to match.

4) GST

Use the toggle to switch charging for GST on or off.

Create Quotes 4

Quote Notes

Use the free entry text box to add any notes that you would like to be attached to the quote for your client to see.

Attachments

Add any attachments you would like to appear with the quote.

Options:

File (Drag files to upload or browse files / Select an existing file)

Image (Drag files to upload or browse files / Select an existing file)

Create Quote

When you are done with your quote, click ‘Create’ and you will be taken to a new page.

On this page you can approve the quote with name, PO number, notes and signature, create tasks, download the PDF, share, preview, edit or delete.

Create Quotes 5