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 ...
Fri, 10 Nov, 2023 at 9:01 AM
Managing Quotes
You can manage your quotes from the quotes dashboard page (Sales -> Quotes).   The quotes dashboard displays your sales pipeline values by current, expir...
Thu, 7 Dec, 2023 at 12:49 PM
Adding a Quote
If your quote isn't being automatically pre-populated by a lead, you can create a quote directly in WorkGuru.  A quote consists of two components: Qu...
Thu, 20 Jun, 2024 at 1:53 PM
Copying Quotes
If you need a new quote that is similar to an existing one, an easy way to create new quotes in WorkGuru is to copy an existing example.   From the quote de...
Mon, 20 May, 2024 at 3:10 PM
Quote Options
Quote options allow you to add and manage optional line items that the client can decide to accept in addition to the formal quote. Note: Quote options ...
Thu, 10 Aug, 2023 at 2:14 PM
Quoting Staff vs Task Rates
WorkGuru allows you to quote your tasks at two rates. Which one works best is determined by your quoting and invoicing workflow. Task Rates Staff Rates ...
Wed, 9 Aug, 2023 at 11:53 AM
Creating and Adding Project Phases to Quotes
Project phases can be used to enhance your quote workflow by grouping tasks and/or costs together into a phase to display on a quote document template.  A p...
Thu, 10 Aug, 2023 at 4:28 PM
Issuing a Quote
Issuing a Quote is the process of marking that a draft quote has been "issued" (not physically sent) to the client.  This locks the quote so if it...
Wed, 14 Dec, 2022 at 3:41 PM
Revising a Quote
Revising an issued quote lets you track the changes made to a quote through the sales process.   Each time the quote is revised, it creates a new version of...
Wed, 14 Dec, 2022 at 4:15 PM
Editing a Quote
Editing a quote is dependant on what state the quote is at.  You can only edit quotes that are in the draft stage.  If the quote you need to edit has been i...
Wed, 14 Dec, 2022 at 11:41 AM