Quote Tool v2.0

  • Easy to Edit Quote Form
  • Automatic Inventory Allocation and Overbook checking (requires Equipment extension)
  • Quote PDF Generation
  • Customize Your Quote Table Look and Feel
  • New Merge-Fields for Documents and Emails
 

 

We are proud to announce the completely new Quote Tool Version 2.0!

Completely redesigned based on user feedback we've not only increased the workspace for the quote, but greatly increased its functionality, integrating a direct proposal view, PDF invoice generation, and full integration with equipment/inventory management.

We've also integrated a number of customization tools allowing you to make the quote appear exactly how you want. We've added several merge-fields that can be used in documents and emails.

We've also added and improved upon the tax calculation, discount addition, and travel calculator have all been re-imagined for the new version of the Quote Tool.

To Activate Goto: Admin > Config > Money Config
At the bottom of the page, select "Version 2" in the Quote tool version drop down.
After selected pick the color scheme for your quote table, default view and png logo file (recomended 500x500)