Step 1

Click Quotes/Create Quote in nav bar

Step 2

Enter Company, Contact, and an optional Sales Lead for this Company and Contact

Step 3

If Company isn't listed, click Create New Company

Step 4

Set Company name, industry, and click add

Step 5

If Contact isn't listed, click Create New Contact

Step 6

Set Contact fields and click add

Step 7

In the upper left toolbar, click right arrow to save and continue

Step 8

Populate sales person, estimator, quote template, division, project location, due date, closeout rating, description, and internal comments

Note: Division will not be shown if your Organization has disabled it

Step 9

Click right arrow to save and continue

Step 10

You can change between an external estimate and building an estimate by clicking the Change Estimate Source button in the toolbar

Step 11

If you have an estimate already, click the Change Estimate Source button and click Show Simple Estimator

Step 12

Select External Estimate Source, cost, and description

Step 13

If you want to build an estimate, click through each section on left and add items

Step 14

When finished, click the right arrow to save and continue

Step 15

Click Yes to start building a Quote letter or No to return to the Quote Log