Katipolt

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

Quote/Estimate (Add)

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

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

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

How to change your Quoting Labour Cost/Sell Price

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

How to import Supplier Contract Pricing for your Quote

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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