How to Build a New Quote

To Build a New Quote:

1. From your dashboard, click on New Quote at the top of the Left Panel
2. Select the State where your delivery will take place
3. Add a customer to the quote by clicking on the customer icon at the top of the left panel
   • You can search for a current customer or add a new customer
   • Click on the arrow on the row of the customer you would like to add to the quote
   • To add a customer, click on the add button next to the search function and fill out the customers information
   • You can edit the customer information by clicking the Edit button to the right of the customer's name 
4. Select the product you would like to add to the quote by clicking Select Product in the product section to the immediate right of the Left Panel
   • You can filter products by Lot Buildings or by Products (to create a custom build)
   • You can search by the fields displayed on the "Product Selector"
   • Or you can filter by building type
   • Choose the product to add to your quote by clicking on the arrow at the far left of the product desired
5. Add any options by clicking the Add button at the top of the panel next to products
6. Add any coupons or discounts you may have below the pricing subtotal on the far right panel
7. Select your payment terms by clicking on the Select Payment Terms button at the bottom of the far right panel. (You can reset the payment method if you need to change the payment terms)

Printing the Quote for the Customer

• If a customer is not ready to finalize the payment yet, you can print the quote by clicking the print icon on the top of the left panel to create the pdf to print

Taking Payment

1. After selecting Payment Terms, you will land on the payments tab (or you can navigate here at a later point in time). 
2. Add in any monthly fees at the bottom of the middle panel.
3. Observe the box in the top left showing minimum amount due if paying cash vs paying credit. Please be aware that the amount you need to enter varies based on how your administrator has set up the file (and whether or not you pass your credit card fees onto your customer). Be sure you use the correct amount for your payment.
4. Enter Payment information in the far right top panel. Below amount remaining is an add ( + ) button to add payments
5. Enter payment amount on the line created below the add button
6. Click the $ icon on the right of the row you added with the payment amount
7. Choose payment type and any other required information and click Process to process the payment
8. Record the required customer's information in the bottom right panel

Build

1. If needed, enter any custom sheeting, trim, and/or option colors
2. If needed, enter Customer Build Notes and Delivery Notes
3. If needed, attach your Build Diagrams and any other attachments for the build

Contract

1. If required, upload a driver's license photo
2. If the customer pays by check, upload a photo of the front and back of the check
3. If applicable, upload a copy of their tax exemption document

Sign

If using an iPad

1. Click Sign and follow the prompts to sign the contract. The customer can sign on the screen w/ their finger on each screen, where indicated.
2. After signing the contract, the signatures will show up in the signature box locations and the contract will show in the contract window.

If using Desktop

1. Click Sign and follow the prompts to view each page of the contract, on the last page, click Create PDF
2. The blank contract will be stored in the contract window. From here you can either print it to collect signatures, or send for electronic signatures.
3. Once you receive the signed contract, upload it into the additional contract window.

Submit

1. Once everything is filled out and completed correctly, you can hit the Submit button at the top of the screen
2. You will see the Quote State in the Left Panel chance to "Processing"
3. The Quote has been submitted for approval by the contract approver for your company.