This Help Article covers:

General/Overview:

Configuration of a Quote PDF for Submission is done from a Quote Window.

1. From the Quote, Press [PREVIEW & SEND] to display the Quote Preview pane, then Press the Edit settings "cog" to display the Settings Panel

2. From the Settings Panel:

3. Press the [SAVE] button to save

💡 TIP: As the Quote's "Brief Description" is limited to the number of characters you can enter, the Quote's Document Wording's "Introduction Text*" is a great place to enter extended text to describe the scope of work or clarify a particular part(s) of the works.

⚠️ NOTE: Text within braces “ { } “ is used to pull system text into the wording and should not be deleted or changed (I.E. a Quote’s Name, Date, etc).

💡 TIP: Following editing, the Quote's Preview & Send pane will display "Custom" to indicate the Quote wording is not following a Document Preset.

1. From the Quote Window’s Lines Top Tab, Press the Provisional Sum Lines Expandable Section to expand and display the Provisional Sums List, then Press the [EDIT] button to display the "Provisional Sums" Popup

⚠️ NOTE: If the Quote has un-save editing the [EDIT] button will not display, Save the Quote then repeat Step 1.

2. From the Provisional Sums Popup;

💡 TIP: To Add further Provisional Sums, repeat Step 2.

3. Press the [SAVE] button to save, the Entered Provisional Sum will display in the "Provisional Sums - Not included in contract price" Section of the Quote PDF

1. From the Quote Window’s Settings Top Tab, Press the Payment Terms Expandable Section to expand and display the current Quote Payment Term, then Press the [EDIT] button to display the "Payment Terms" Popup

2. From the Payment Terms Popup, either:

3. Press the [SAVE] button to save, the Selected Payment Term will display in the "Payment Terms" Section of the Quote PDF

⚠️ NOTE: If the Payment Term is changed at Company Settings or the Customer, the Payment Term of the Quote will not update if Locked or Accepted. When doing a Progress Claim, the Progress Claim will default the Due Date based on the Selected Payment Term of the Quote (as this is what has been sent to, and possibly Accepted by the Customer).

1. From the Quote Window’s Settings Top Tab, Press the Inclusions & Exclusions Expandable Section to expand and display the Inclusions & Exclusions List, then Press the [EDIT] button to display the "Inclusions & Exclusions Edit" Popup

2. From the Inclusions & Exclusions Popup, either:

3. Press the [SAVE] button to save, the Active Inclusions and/or Exclusions will display in the Inclusions/Exclusions Sections of the Quote PDF.

1. From the Quote Totals "Floater" of the Quote Window, Enter the Discount as a Discount Percentage OR Dollar value

2. Press the Quote’s [SAVE] button to save the entry, the Discount will display on the Quote PDF

⚠️ NOTE: Until a Discount is entered, the Discount Line of a Quote PDF will not display.

1. From the Quote Window, Press [PREVIEW & SEND] to display the Quote Preview pane, then Press the Edit Settings "cog" to display the Settings panel

2. From the "Settings" panel, work down the Settings panel:

PRINT PREVIEW TICK SETTINGS

⚠️ NOTE: Show Pricing Tax Inclusive only displays the Inclusive pricing on the Contract Price only, I.E. Not the breakdown prices of the Quote.

⚠️ NOTE: The Revision Number only displays following the Quote being; "Emailed", "Downloaded as PDF" or "Saved PDF to files", then unlocked.

⚠️ NOTE: The settings are remembered for the logged-in User, I.E. other Users may have different settings. The current settings will be used for the next Quote, any editing is carried forward to the next Quote, and so on.

Following selecting your Display Settings, the Quote can be;

Following Locking, your Quote can be;

1. From the Quote's "Quote Preview" pane, Press the [EMAIL] button to display the "Email" compose pane

💡 TIP: The Katipolt email total attachment(s) recommended size is 20MB. Should you reach this recommended size, a banner will advise you of this. The typical email attachment size limit for email providers ranges between 10MB and 25MB, and if the attachment(s) exceeds their limits, your email may not be delivered by that email provider to the recipient. If the banner displays, following emailing, allow a few minutes, then check that the email was delivered.

2. From the "Email" compose pane, Enter/Edit the Email fields then Press the [SEND] button to send the Email

⚠️ NOTE: The Katipolt email total attachment(s) size limit is 25MB.

1. From the "Email" compose pane, Press [ATTACHMENTS] then Select the option “Attach new file” OR “Browse existing files” to add attachments:

⚠️ NOTE: Make sure when Accepting the Quote (or Variation) that everything is correct, as once a Quote is Accepted, if a Variation or Progress Claim is added, the Quote cannot be Unaccepted.

1. From the Quote Window;

2. From the "Quote Acceptance" popup, Press the "Quote Acceptance Date" field to display the Date Picker and Select a Quote Acceptance Date

3.  Press the [ACCEPT] button to accept the Quote and return to the Quote Window

💡 TIP: Accepting a Quote changes the Job status from "Quoting" to "In Progress" and the Job will now display in the "In Progress" Job List.

If you need to change the “Customer” on a Quote that is in Draft or Locked, you need to change the Customer on the Job Overview Window, to do this;

💡 TIP: If the Quote has been Accepted, you will need to [UNACCEPT] the Quote first, then [ACCEPT] again following changing the Customer.

⚠️ NOTE: If the Quote has a Variation, you will not be able to [UNACCEPT] the Quote.