Quotes

The Quotes module lets you create, customise, and send professional quotes to your customers.

What you can do with Quotes

• Create and send personalised quotes to your customers.
• Edit quote details such as recipient, address, quote number, and expiration date.
• Add an introduction, payment terms, and a footer.
• Select a standard layout template or upload your own custom design.

Edit quote details

Start by selecting the recipient from your Unusual Suite database, either as a Contact or an Organization. Then complete the following fields:

1. Choose the correct address for the recipient.
2. Set a unique quote number.
3. Define an expiration date.
4. Optionally add an introductory message, payment terms, and a footer.
5. Choose a layout — pick a standard template or upload your own HTML-based design.
6. If needed, attach a purchase terms document that will be included in the email sent with the quote.
7. Click 'Save' in the upper-right corner when finished.

Add line items

Go to the 'Line items' tab and click the 'Add' icon to insert new items. Select a product and its default properties — price and description — appear automatically. You can adjust any of these details as needed. Products are configured in the Configuration module. The total price at the top of the Power-Grid updates in real time as you add items.

Apply a discount

You can apply an optional discount at the top of the line items section. Both fixed and percentage discounts are supported. The total price updates automatically when a discount is applied.

Use a custom quote template

Quote templates are HTML documents that support variables that get replaced with actual quote data when the quote is composed. To register a custom template:

1. Upload the HTML template to Unusual Suite.
2. In the Power-Grid, hover over the document and click the 'Edit document properties' icon.
3. Set the document type to Quote template.
4. Click 'Save' .

Create or upload purchase terms

Purchase terms are attached to the email sent with your quote. To create or upload them:

1. Go to the Documents module and click the 'Add' icon.
2. Select Text document to write your terms directly, or upload an existing file.
3. Save the document, then click the 'Edit document properties' icon and set the type to Purchase terms.

Compose and send a quote

Once your quote is ready, click the 'Compose quote' icon to preview it. You can then send it by email using the 'Send' icon. The email includes the quote and any attached purchase terms. You can also apply an email template to the message. You can also download or print the quote — most browsers let you save it as a PDF through the print dialog.

Additional features

• Add notes to a quote just like any other record in Unusual Suite.
• Create an invoice directly from a quote by clicking the 'Create invoice' icon in the top section of the quote.
• Chat with your team about a quote using the built-in team chat.
• View the quote's timeline to track all changes.
• Search and interact with quotes using Power-Search and Power-Chat.
• Quotes depend on accurate product configuration and properly assigned document types. Make sure your templates are uploaded and your purchase terms are set to the correct type before sending.