How to create a Quote

Click on “Quotes”, under “Finances”, in the left hand menu of FireHawkCRM (alternatively you can visit the Quotes list within a client’s finance tab)

Click on the “New” button at the top right of the quotes table.

If you are on the main quotes list (not inside of a client file) please select the Client in the popup form that appears. You can also enter a title or select a template (a predefined standard items list for a quote – More information about creating a Quote template )

Once you have finished filling in the initial details for the quote, click “Create” and the quote will be generated and automatically opened for you.

Now that the quote is created and open you can select a “Sales Assistant”, “Ship To” location, adjust the quote date and expiry etc. in the fields provided.

To add a stock items click on the grey “Add Item” button and then “Select Stock” Search for the item and click on it. From here you can enter in the quantity of the product. If you need to add additional items this can be achieved by clicking on the “Add Item” button

By clicking on the arrow at the far right of a stock item line it is possible to view and edit additional information. This includes the promotional price, discounts, tax rates, if the item is to be an optional item on the quote. It also provides a better breakdown of the pricing for this line on the quote as well in regards to tax, pre-tax and post-tax prices.

When the quote is finalised a PDF copy can be downloaded by clicking on “PDF” at the bottom right of the quote. Also by clicking on “Save & Email” it is possible to send a copy of the quote to your client from CRM.

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