1. Open quotation
Select quotes for a quotation

2. See old quotes and make new
Click on link to see quote details
Click to create a new quote

3. Click on link to go directly to category in quote
1st part of quote
Click on link to go directly to category in quote
Dates follow-up

4. 2e part of quote Net Price.
You can edit the client’s customer price, only this price will be visible for the client.

5. Total for each product category in this quote
Quote summary
Total for each product category in this quote

6. } Insert new pumps 1- Choose the pump specifications
2- Select desired pump from list }
3- Enter a tag and quantity for this pump
4- Click add to quote #, to finalize and add pump to quote 1
To show the specification of the pump 2 3 3 4

7. Insert new items
You can search by the FloFab fabrication number or by the description product.
It is also possible to search items by category.
After you make your choice, enter the needed quantity and click on the add button

8. Insert new tanks
You could select your tank by model or by specifications. }
After entering specs, click on the find button.
Select the tank model and the tank option (s) you need.
Click here to add this tank to your quote.
Enter a tag and the quantity.

9. Quote Dates
Date quote was created
Date quote became an official order
Minimum delivery date is 8 weeks after the quote becomes an order

10. Set your client’s price.
Sales rep view
Set your client’s price.
Go to client’s view.

11. Click here to see quote in table view.
Client customer view
Note this is the price you entered in client customer price and no other price is shown.
Click here to see quote in table view.

12. Quote table view options
Wich categories
to show
Wich details
to show
Insert text here to customize your header.
Tick to sow client’s customer price.
Select desired sequence.
Click submit button.

13. Quote Table View P1

14. Quote Table View P2