In this article, we explain step by step how to create and send a quote. We also show the possible settings.
The estimates module is available with the Advanced package.
Note: You need the administrator role to create, send, or modify the settings.
How do I create a quote?
Create a new quote.
Under Financial → Quotes, you can create a new quote via +new quote.
Select the customer.
Then select the customer. If the customer is not yet listed, create it under relationships.
In the settings at the top right, fill in the language, currency, person responsible, and invoicing method for the quote.
Fill in the quote.
The customer and quote details will be filled in with the customer's data. These come from relationships.
You can then add quote lines by clicking on +new line. You have the following 3 options:
Empty. Here you create the description of the line yourself.
Hours. Here you can choose an activity.
Expenses. Here you can choose a product.
With +Discount or +Surcharge, you can add a percentage discount or surcharge. Do you want to apply a discount or surcharge with a fixed price? Then add it as a quote line.
How do I send a quote?
For sending a quote, you have the following 2 options:
Manually send. This marks the quote as sent. You can now download the quote and attach it as an attachment to an email.
Send by email. This way, you send the quote from the system. You can include a web quote so that the customer can sign it online immediately. Easy does it!
The quote status changes from draft to outstanding. Furthermore, the quote is given a quote number.
Quote settings
These settings can be found under the gear → settings → quotes.
Here you will find the different settings related to the quote. For example, you can create the quote language, prefix, start number, default description, and layout.
Approve Quote
As soon as you send the quote, your customer can approve and sign it directly online. Here’s how it works:
Customer receives email: Your customer will get an email with a button to view the quote.
Sign online: The customer clicks through and can digitally sign the quote directly in their browser.
Signature in TimeChimp: Once the customer has signed, the signature is visible to you. You can find it by opening the quote in your TimeChimp environment.
The digital signature serves as an online approval and is only visible within the TimeChimp application. It is not possible to download the signature as part of the quote's PDF file.
