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 ...
Thu, 16 Apr, 2020 at 5:17 PM
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.  ...
Thu, 16 Apr, 2020 at 5:30 PM
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 ...
Tue, 14 Apr, 2020 at 3:18 PM
Email and Printing a Quote
To Print or Email a Quote From the menu go to Sales -> Quotes. From the Quote Dashboard, click on the quote number you would like to print. Select Pr...
Tue, 14 Apr, 2020 at 2:05 PM
Revising, Accepting or Declining a Quote
Once a quote has been issued and sent to the client, one of three workflows are available: Revise - Update the quote to reflect additional scope/feedback ...
Tue, 14 Apr, 2020 at 3:17 PM
Issuing a Quote
Issuing a Quote is the process of marking that a draft quote has been "issued" or sent to the client. To Issue a quote: Access the quote das...
Tue, 14 Apr, 2020 at 2:16 PM
Revising a Quote
To revise a quote: Access the quote dashboard from the menu by click on Sales -> Quotes Click on the Quote Number of the quote that needs to be revise...
Tue, 14 Apr, 2020 at 2:30 PM
Accepting a Quote
To revise a quote: Access the quote dashboard from the menu by click on Sales -> Quotes Click on the Quote Number of the quote that needs to be revise...
Tue, 14 Apr, 2020 at 3:02 PM
Declining a Quote
To decline a quote: Access the quote dashboard from the menu by click on Sales -> Quotes Click on the Quote Number of the quote that needs to be decli...
Tue, 14 Apr, 2020 at 3:08 PM