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

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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