Quotes

Quote Overview
WorkGuru has an incredibly powerful Quoting tool.  The quote feature in WorkGuru is straightforward to use, and has the support of quote templates that ...
Mon, 4 Mar, 2019 at 7:54 AM
Quote Dashboard
The Quote Dashboard in WorkGuru provides a complete summary of your current, expired and active quotes as well as their value.  From this Quote Dashboar...
Thu, 28 Feb, 2019 at 7:34 AM
Adding a Quote
WorkGuru allows you to add Quotes to the system via two methods, either via the Quote DashBoard or under the "Sales" on the left hand menu.  1...
Mon, 4 Mar, 2019 at 8:00 AM
Editing a Quote
Editing a quote in your business is important as it allows you to make changes to either an Issued, Draft or Expired Quote.  The steps required to edit ...
Wed, 27 Feb, 2019 at 3:53 PM
How do I find a Saved or Issued Quote?
Viewing the details of an existing quote is important for managing your sales funnel. The "Details" function allows you to have a complete overvie...
Wed, 27 Feb, 2019 at 7:53 PM
How do I delete a Quote?
From time to time you may need to delete a Quote from WorkGuru. An example of this may be if you accidentally run duplicate quotes into the system and wish ...
Mon, 4 Mar, 2019 at 8:04 AM
How do I email or print a quote?
WorkGuru allows you to both Email or Print a quote direct from the system. This can be done via the "Edit Quote" page or alternatively within a qu...
Mon, 4 Mar, 2019 at 8:25 AM