Managing quotes well is important for your business. This guide shows you how to enable, create quotes, and store them in Pabau.
Step 1: Enable Quotes Feature
Log in to your Pabau account and in the left menu, go to Setup. Next, select "Business Details" under the "Business" section. Choose the "Features" subtab and scroll to the bottom, then enable the "Quotes" feature.
Step 2: Create a Quote
Navigate to "Money" in the left side-bar menu, then click on "Quote". Here, you can view existing quotes or click "Create Quote".
On the right-hand side of the quotes menu, next to the search button, you'll find a "Create Quote" button. Click on it, and a menu will open up. Select the client and appointment on the left.
Complete the quote template by moving to the next steps by clicking on "Next" in the top right corner.
Under "Details", select the quote template from the ones available, the quote name, and the quote owner. The location would be automatically related to the appointment and the expiration date.
The "comments to buyer" and "purchase terms" fields can also be included in the template.
In the "Line Items" step, select the "Add Line Item" button on the right side, and choose the items from the services, products, or packages section.
By clicking on the "Manage fee distribution", you can select one of your quote fee distributions created in "Quote Fee Distribution".
Step 3: Set Signature and Payment Option
Select whether to include a signature and payment option within the quote.
The last step after "Signature & Payment" is the "Review" step, from which we can review the quote before sending it over to the client.
Click on the "Create" button to create the quote within your Pabau account.
Step 4: Share Quote with Client
Once the quote is created, a pop-up will appear with the link of the quote, which we can copy and send to the client or click on the "Write Email With Quote" button to write an email to the client and send the quote to them.
After closing this window or proceeding to send the quote to the client, the system will save the quote under the "Money" section, specifically within the "Quotes" category, with the status indicated as "Pending Signature."
Once the quote is created, you can view it in the quote list or search for it using the search bar.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.