Katipolt

Austin Rasmussen

Help with creating Quotes or Variations to Quotes

Quoting

How to add a Quote then Save as Quote OR Save as Estimate

Quote/Estimate (Add - Edit)

Quote - Manual Sections (Add - Edit)

How to add or edit Kitsets, Product Quote Lines and Ad Hoc Lines to a Quote's Manual Section

Quote - Kitsets/Quote Lines (Add - Edit) - Manual Sections

How to add a Quote Plan Section/Plan(s) from Visbuild

Quote - Plan Sections from Visbuild (Add - Edit)

How to add or edit Kitsets and Product Quote Lines to a Quote's Plan Section

Quote - Kitsets/Quote Lines (Add - Edit) - Plan Sections

How to Edit the Margin or Pricing of a Quote

Quote - Margin (%) and Total Price (Overview-Edit)

How to change your Quoting Labour Cost/Sell Price

Quote - Quoting Labour Cost/Sell (Edit)

How to update a Quote or Variation's pricing to use Today's Costs

Quote - Update Costs (Reset Unit Pricing)

How to import Supplier Quoted Contract Pricing for your Quote

Quote - Import Supplier Quoted Contract Price File

How to order the Details and Plan Sections, Layers and Quote Lines of a Quote PDF

Quote - Reorder a Quote's Sections, Quote Lines, Plans and Layers

How to change your Quote PDF's Wording, Provisional Sums, Payment Terms and Inclusions & Exclusions

Quote - PDF Configuration for Submission

How to see on your Dashboard Quotes that are Unsent, Overdue or need Follow-Up

Quote – Manage Quote Submissions

How to send your Quotes digitally and have them Accepted digitally

Quote - Digital Quotes

How to add a Variation to an Accepted Quote or Accepted Variation

Quote – Variation (Add)

Quotes

An overview of the Visbuild Window and its Features

Visbuild - Overview

Visbuild Tools & Options to use when creating Quotes from Katipolt’s dedicated Visual Quote Builder

Visbuild - Tools & Options (New UI)

How to upload your plans to get the Quote Pricing as you want it

Visbuild – Plan Structuring (Sections/Plan Images/Layers)

How to tidy up your Plan Images when uploading Plans OR after they are uploaded

Visbuild - Plan Image Edit/Clean Up Tools

Visbuild - Single Plan Images Upload

How to upload a Multi-Page Plan Image PDF to Visbuild

Visbuild - Multi-Page Plan Image PDF Upload

How to replace a plan On a Quote or As a Variation

Visbuild - Replace Plan

Visbuild - Kitsets (Add - Replace)

How to give a Kitset or Quote Line a Quantity

Visbuild – Kitsets/Quote Lines Qty's

How to identify Plan Symbols on a plan and place Katipolt Kitsets on them

Visbuild -Symbol/Kitset Match Feature

How to build a Library for regularly used Kitsets so they are quick to find

Visbuild – Kitsets – User Owned Libraries (Add – Edit)

How to Group Kitsets and save to a User Owned Library for future use

Visbuild - Kitsets (Groups)

How to add lines to a plan and/or use those lines to scale from your plan

Visbuild - Polylines & Scaling

Visbuild

How to change the brand or brands of the Kitsets of your Quote

Quote - Kitset Brand (Change)

How to fix the Sell Price of a Product/Kitset at a Quote

Quote - Product/Kitset Fixed Pricing (Add - Edit - Delete)

How to edit a Kitset on a Manual or Plan Section

Quote - Kitset (Edit) - Manual/Plan Section

How to globally substitute the product(s) of Kitsets

Quote - Kitset Product Substitution

How to add or edit a Quote Line on a Manual or Plan Section

Quote - Quote Lines (Add - Edit) - Manual/Plan Section

How to view a list of the Labour and Materials of your Quote and/or Variations

Quote - Bill of Materials (BOM)

How to Add Section Descriptions to a Quote Section to better describe/itemize what the Section covers

Quote - Section Descriptions (Add - Edit) - Manual/Plan Sections

How to make a copy of a Job, or Job and first Quote

Quote - Clone Quote

How to Download Quote and/or Plans or Save Quote and/or Plans to make available to view on the Katipolt Mobile App

Quote - Download/Save Quote and/or Plans

How to have a second party make a financial contribution to a Quoted Job

Quotes - Quote Contributors

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.