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Quotes

Learn how to easily create professional Quotes in Workever

6 articles
Dan S avatarDamien Knight avatar
Written by Dan S and Damien Knight

Quote Templates

Quote Templates help you save time by using preset information to populate common fields in your quotes
Dan S avatar
Written by Dan S. Updated over a week ago

Exporting quotes

How to use export the details of your quotes in a customised .xls report.
Damien Knight avatar
Written by Damien Knight. Updated over a week ago

Filtering Quotes

How to filter in the quote section to produce custom views
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Written by Damien Knight. Updated over a week ago

Converting Quotes to Jobs

How to mark a quote as 'accepted' and convert this into a job
Damien Knight avatar
Written by Damien Knight. Updated over a week ago

Sending Quotes to a Customer

How to send a copy of a quote to a customer
Damien Knight avatar
Written by Damien Knight. Updated over a week ago

Adding quotes

How to create a quote
Damien Knight avatar
Written by Damien Knight. Updated over a week ago