You can customize quote settings in here. There’re seven sections in the quote settings.
Options
Quote image – You can rename quote image field header text. Please see the below image.
Quote images width – Set default quote image width size in pixel when uploading images to the Quote.
Quote image description – show or hide the quote image description.
Quote gallery description – show or hide quote gallery description.
Editor for Quotes – choose the default text editor for your quote. (Redactor or summernote) Please see the below image.
Enable quote pdf attachment – Send a quote with PDF or without PDF.
Send quote to – set default quote sending email address to the customer or engineer.
Enable Quotes SMS – Send a text message to the customer when sending a quote.
Enable Quotes v2– set default quote version.
Enable quote work proposed images – enable or disable quote work proposed image section in the quote.
Enable quote further details – enable or disable quote further details section in the quote.
Enable quote further details images – enable or disable quote further details images section in the quote.
Enable quote images – enable or disable quote images section in the quote.
Enable quote dimensions – enable or disable quote dimensions section in the quote.
Enable quote options – enable or disable the quote options section in the quote.
Quote preview email message heading – set message heading text. Please see the below image.
Enable color changes for quotes – enable or disable the quote ID background color according to the order due date. Please see the below image.
Enable quote deposit payment process – enable or disable quote payment process feature. When the customer accepting a quote, Flobot starts thecustomer payment process automatically.
Display
Quotes customer name – Set the which name shows in the default quote list.
Show on quote – Supplier cell – show or hide supplier name column in the quote information section.
Show on quote – Owner cell – show or hide owner name column in the quote information section.
Rejection
You can add, edit and delete quotes reject reasons in this section.
Click three dots and add quote rejection.
Type a new quote reject reason and save.
Images
You can see all quote images in this section. you can view, edit, delete or add new quote image galleries.
Click plus mark to add a new image gallery.
Dropdown the options button and you can view, edit and delete images.
App
In this section, you can customize the quote related Flobot app settings.
Enable quote section in the app – enable or disable quote section in the Flobot app.
Enable quote section for – set which FTMs are able to see quote section in the Flobot app. (estimators or all engineer.)
Enable quote v2 – enable or disable quote version 2.
Enable quote gallery – enable or disable quote gallery section.
Enable work proposedtemplates drop-down – enable or disable work proposed templates drop down in the work proposed section.
Template
You can view all quote templates in this section if you want to you can rename or delete those quotes.
Items
All the saved quote items appear in this section. You can search any quote item under Description, Supplier and Manufacture. If you want to delete or edit quote items you can do it by clicking the option button.
What is the Flobot?Flobot is simple service software. Flobot helps you run your business better. Taking payments from your customers, scheduling field team members, creating estimates and quotes, invoicing clients, producing reports, managing contractors and employees. Basically, all the functions you need to run your service business.
How do they work together?Flobot handles all the day to da...
When the job is left at stage 7b for longer than 48 hours then Flobot will send a reminder SMS & email to the site contact details.
Customize your email template.
Go to Settings > Templates.Click on the System template.Then select "7b reminder email templ...
Flobot allows you to attach already existing documents into the engineer notes section. Simply go engineer notes section & click on the burger icon on the right corner. Then you will be able to attach existing job sheets, quotes, project sheets, account documen...
How to enable quote deposit payment process
Go to the Settings section.Scroll down & select Quote Settings.Then go to the Options tab in the Quote Settings. Turn on Enable quote deposit payment process & click save.
https://imgur.com/a/0IR2QY4
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