The quotation form on new entry issues a automated enquiry number, these numbers will never be duplicated and will make easy referencing for your
customers when you will need to retrieve specific information with referencing a particular job enquiry.
The customer would only require to inform you of the job's enquiry number and by using the binoculars search bar at the bottom of the quotation form
it will be easy to search for that particular enquiry number and answer any of the customer questions.
The quotation process is a two stage form it first involves filling in your quotation details in the boxes provided and then moving on to the materials labour
form to fill in all your material and labour hours to complete the quotation.
The Quotation preview and print buttons are located on this form.
Please see making your first quotation on assistance with using the quotation form to get familiar with all Desk Quote Professional's controls please go
to the controls page.
Desk Quote Professional Letter Form
The letter form is an easy layout enabling quick search reference to all your letters.
The letter text is based on the rich text format and allows easy formatting.
Select the text and a mini toolbar appears, you can format your font,colours,text size ect in the mini toolbar.
After completing your letter just click the print button and your done.
The letter report will automatically show all your company details and logo.
No more requirement for a secretary to retype your letter in an acceptable format for your customers as Desk Quote professional does it for you.
You probably will also save money as there is no more requirements to purchase headed letter paper.
Quotation Notes Form
The Quotation Notes form is linked to the actual Quotation that you have displayed at any particular time.
You can enter in all the relevant Quotation Notes and details for your particular Quotation and these notes will only
be displayed.
Customers do occasionally part with some key information with reference your quote and it is always beneficial to make a note of this
information to remind the customer at a later stage of what you actually you both agreed on and discussed.
You will now have the ability not only to inform him what was discussed but you will also be able to offer him the exact day when it was discussed.
Reports Copy Form
The Reports Copy Form is useful if you need to print duplicates of any quotations ,Delivery Notes, Job Sheets or Invoices you have made.
Just navigate to the enquiry number click on the Reports copy form button to open the form and click on any of the print buttons to automatically
print the duplicate report.
Quick Desk Quote Links
Welcome to Desk Quote Professional
Set Up Desk Quote Professional
Getting Started with Desk Quote Professional
Getting Familiar with all Forms
Orders Form Awaiting Dispatch.
Job Cost Form.Getting Familiar with all Controls