In this guide, you'll learn how to generate and save quotes in Pabau.
Step 1: Navigate to Quotes
Log in to your Pabau account and in the left sidebar menu, click on Money, then select "Quotes" to access the Quotes page.
Step 2: Create a Quote
On the Quotes page, you can view existing quotes, or create new ones by clicking on "Create Quote" in the top right corner.
The quote creation process has five steps, starting with selecting the client or lead. If you're creating a quote for a client, you can also choose the appointment this quote is related to.
You can also start the quote creation process from:
- The client card of the client you wish to create a quote for:
- The lead card of the lead you wish to create a quote for:
- The appointment context menu for an existing appointment in the calendar:
Complete the quote template by moving to the next steps by clicking on "Next" in the top right corner.
In the "Details" section, select a quote template, enter the quote name, and choose the quote owner. If the quote is linked to an appointment from the previous step, the location will be locked; otherwise, you can select it manually.
The expiration date is automatically calculated based on the duration you choose (e.g., selecting three months will set the expiration date three months from the creation date).
You can also add buyer comments and payment terms in their respective fields.
In the "Line Items" step, click the "Add Line Item" button on the right and select the items you want to include from your services, products, or packages.
By clicking on the "Manage fee distribution", you can select one of your quote fee distributions created in Quote Fee Distribution.
The final step is the Review step, where you can check the quote before sending it to the client.
Click "Create" in the top right corner to create the quote within your Pabau account.
Step 3: Share Quote with Client
Once you create a quote, a pop-up will appear with a link you can copy and share with the client.
You can either manually send an email with the quote or click the "Send Quote" button to use the default quote-sharing template.
To customize the default template for sending quotes, you can navigate to the Client Notifications section and make the necessary adjustments.
Step 4: Manage Quotes
Once saved, the quote will appear on the "Quotes" page, and you can also find it in the client card of the client you created the quote for. To find it, go to the Financial tab and select the Quotes sub-tab.
By following these steps, you can easily create quotes in your Pabau account.
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.