Last Updated: April 28 2021
To view quotes, hover over Quotes in the main menu. You can then view quotes according to specific internal stages for your business.
These stages include Open and Closed / Archived quotes, or Open, Progress, Complete, Approved, and Closed / Archived. Approved Quotes are quotes that are ready to be sent to the customer, and appear in the customer portal.
Alternatively, go to Quotes > Open, then click the All sub-tab to view all quotes.
To quickly locate a quote, enter the quote number or customer name in the local search bar and click Search. Alternatively, you can enter part of the customer name, then select the applicable quote from the drop-down list.
If you have a large quote database, click Advanced to narrow your search results according to Salesperson, Technician, Status, Cost Centre, Customer Profile, Tag, Zone, and Due Date.
You can also filter quotes according to Project Manager, Business Group, Customer Group, and Quote Type.
Open Quotes includes Progress, Complete, and Approved quotes.
In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
Access the following options when you right-click or click Options on a quote in the Quotes tables:
|Edit Quote||Access the quote Summary tab to view and edit the quote. You can also click the quote to access it.|
|Edit Job||Only applicable for Closed / Archived Quotes, access the last job the quote was converted to. This is useful if you need to update a job with information that only references the related quote number, such as a purchase order number.|
|Convert To||Convert the quote to a Job, Recurring Job, or Recurring Invoice.|
|Merge Quote||Merge the quote into another quote by entering the latter quote number, then clicking Merge. This is useful if there are duplicated quotes in your system. If you are merging project quotes, you can also select to Merge Sections as Variations.|
|Schedule Quote||Schedule a technician to a quote in the Day View / Week View, depending on your Default View settings in System > Setup > Defaults > Schedule.|
|Map Quote||Map the quote site location.|
|Archive Quote||Archive a quote. You can view archived quotes by going to Quotes > Closed / Archived. To make a quote active in your system again, click Options > Re-Open Quote.|
|Delete Quote||Permanently delete the quote. If the quote was converted to a job, the converted job is not affected.|
|Re-Open Quote||Only available for Closed Quotes / Archived, you can re-open an archived or closed quote and move it back to the Complete / Approved stage.|
You can map, archive, and delete multiple quotes at once, as well as convert them to jobs by selecting the check boxes, then clicking the option below the table.
You can also perform the following actions to multiple quotes at once:
- Assign a new salesperson / technician. simPRO users can also assign a new project manager.
- Manually update the quote status
- Add project tags
- Change the due date
- simPRO users can adjust the probability of sale for quotes to assist in planning resources in the event that you win the quote.
When you have finished selecting from the options, click Update.
Please take caution when merging quotes in simPRO as you cannot split them again.
US only: If you use simPRO in the United States, the term 'change order' is used instead of 'variation'.
If another user is already editing a quote, when you try to open the quote it will be available in read-only mode. You cannot make any changes to the quote and can only view the quote details.
To open a quote in read-only mode, even if no other user is editing it, go to Quotes > View Quotes and click Options > Open Read Only.
If you are editing a quote and want to allow another user to edit it, you can switch to read-only mode. Next to Save and Finish, click the drop down arrow and click Switch to Read Only. Any changes made to the quote / job / recurring job are saved when switching to read only mode.