Quote Management Features
Easily create quotes from project templates and email
to the client at the click of a button.
Create and send quotes to your clients
Creating and emailing quotes to your clients has never been easier. Track their progress from draft through to accepted by the client.
Clients can accept quotes in their PlanMan login
Once a quote has been emailed to the client it appears in their PlanMan login. Accepting it is as easy as clicking a button.
Quote stages and project templates
Creating project templates lets you create quotes with all the relevant project stages pre-filled in to save time.
Easily find your client quotes
Use the global search feature to find all quotes relating to a specific keyword or phrase.
Frequently Asked Questions Regarding Managing Quotes
Here are some frequently asked questions around managing quotes:
Q: Can we save templates to make adding quotes faster?
A: Yes. Create as many project templates as you need, then when you are creating a quote, select the relevant template and all of the project stages will be copied to the quote automatically.
Q: Can we email quotes straight to the client?
A: Yes, once a quote has been created, sending it to the client is as easy as pressing a button.
Q: Can clients see their quotes?
A: Yes. When you first create a quote, it is set to “Draft” status. Clients can not see draft quotes. As soon as you email it to the client, the status us updated to “Issued”, where the client will be able to see it in the email as a PDF attachment, as well as the client portal.
Q: How do clients accept quotes?
A: After you send the quote to the client, it will be visible to them in their client portal. When they view a quote, if they are happy with it, they can “Accept” it by clicking on a button. Once accepted, a new project is created automatically and all details from the quote are copied over to the new project.
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