Quotes
WorkGuru has an incredibly powerful Quoting tool. The quote feature in WorkGuru is straightforward to use, and has the support of quote templates that ...
Wed, 14 Dec, 2022 at 8:17 AM
You can manage your quotes from the quotes dashboard page (Sales -> Quotes). The quotes dashboard displays your sales pipeline values by current, expir...
Tue, 3 Jan, 2023 at 12:51 PM
If your quote isn't being automatically pre-populated by a lead, you can create a quote directly inin WorkGuru by clicking the Add a Quote button in the...
Wed, 9 Aug, 2023 at 9:55 AM
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
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
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 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 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 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
Once a client agrees to proceed with your quote, you can mark it as accepted in WorkGuru which will automatically create a project or a stock sale with info...
Thu, 15 Dec, 2022 at 10:52 AM