Sales Quotes

Sales quotes are records of sales information (like item prices and quantity) quoted to your customers for goods and services they might buy later.

Using Sage Simply Accounting to prepare and print a quote has several

advantages

Before using Sales Quotes

If you are new to Sage Simply Accounting, you will have to turn on this feature to begin using sales quotes.

You will also need to set up your inventory items and services which will appear on sales quotes (but not required, as you can create inventory items and services while creating a quote).

You might also want to set up your customers, so that their billing information appears automatically on the quote (but again, this can be done when entering a quote, you just need a customer name if this is just a potential customer which you can add later when they accept your quote).

Using Sales Quotes to bid on a Project

Sometimes issuing a quote is a way of attracting new clients, in which case you must be aware of your pricing. Consider which item prices are important in securing this client's order. You might even consider setting up a separate price list for this client, to make it easy to view and change item prices before presenting the quote to the customer (Premium).

When preparing a quote, you can use a default Simply Form, or create a custom one (add a logo, modify the layout, or add important company information, like your company's website address or seasonal tips). Each time you issue a quote, note that it does not impact inventory levels, they change only when you issue an order or an invoice.

If your client accepts your quote, but wants you to add more services or remove items, it can easily be modified prior to issuing a final sales order or invoice. And finally, if most of your quotes are issued when bidding for projects, and they are commonly referred to as estimates or bids, you can rename sales quotes to reflect your industry-terminology. (Premium)

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