What’s new in Quote v2
Quote has a new look for the features you already use, plus new way to edit your quote items. Here are some Highlights.
Try the new Quote
To get started, make sure logged in to the Flobot admin portal. You might need to sign in.
- In the top right, go to Settings > Options.
- At the bottom, find Enable quotes v2 toggle button.
- Next to “Enable quotes v2 “, choose to turn quotes v2 on or off.
- Click Save Changes at the bottom.
Dynamic & Static quotes
When building a template with ratios for the first time, build the line items as normal, save your quote and at the end go back and click the ratios tick-box to secure that ratio.
Dynamic Quotes have values that can be linked. When a change is made to one, they can all change (if you want them to) – much like a spreadsheet.
Static Quotes have values that are not linked. This is a ‘Vanilla’ version of the quote tool.
here is the Quote v2 enabled dynamic quote view.
Note: When you’re on Static quote view, Ratio tick box column disappear from your quote. Static Quote values are not linked like dynamic quotes.
All underlined quote information headers have a tool-tip & It will show more information about that column.