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 Format Supplier Quoted Contract Price File ready for importing

Quote - Format Supplier Quoted Contract Price File

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

General

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

Prototype answer unavailable

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