Quoting FAQs (8)

Explore WorkGuru’s support articles on quoting, from customizing templates to integrating CAD software for streamlined quotes

Can I Template Items on a Quote?

Modified on Thu, 15 Feb, 2024 at 2:41 PM
Does a Template Lock Me into a Certain Build/BOM

Modified on Thu, 15 Feb, 2024 at 2:43 PM
Can I Build a Quote Based on a Metre Rate?

Modified on Thu, 15 Feb, 2024 at 2:58 PM
Do You Integrate with my CAD / Take-Off Software?

Modified on Thu, 15 Feb, 2024 at 3:05 PM
Can I Control how the Quote Looks to the Client?

Modified on Thu, 15 Feb, 2024 at 3:21 PM
Can My Quotes Look Different for Different Clients?

Modified on Thu, 15 Feb, 2024 at 3:23 PM
Can I Show Only Certain Line Items to the client?

Modified on Thu, 15 Feb, 2024 at 4:24 PM
Can I Require a Deposit to Accept a Quote?

Modified on Thu, 15 Feb, 2024 at 5:03 PM