Quote Overview

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jul 16, 2020
3 min read

If you are a sales person that does your own estimating than please refer to the Design & Customer Service Tab for estimating. You can also click here for more detailed information. 

e-manage is extremely flexible in quoting. The following is basic functionality when creating a quote to a customer. 

The structure of the BOM is: 

  • Option

    • Phase

      • BOM

        • Parts

You must have at least one Option, Phase and BOM. You can have Multiple Phase Groups under an Option. 

An Option could be exactly that - an Option. The customer wants a price and will purchase either one or the other. 

Option - Option #1

Option - Option #2 

OR an Option could be another item, Building, Floor, Top level group. 

Option - Seating

Option - Tables 

Under each Option you can break your quote into more groupings. 

Option - Seating

Phase - Seat 1

Phase - Seat 2

Phase - Seat 3

Option - Tables

Table 1

Table 2 

The BOM contains your parts list and different ways to group your parts. You can also create descriptions for the groups by double clicking on the Phase Grouping and print a Line Item Quote or a Lump Sum Quote (Phase Quote) which does not show all the line item parts. You can also do a combination of the two on the same quote. 

Pictures can also be added to at the Option, Phase and Part levels. Right click on the Option, Phase or part to add pictures.

If you have Project Matrix you can right click on a part or multiple parts and Read Pictures in From Project Matrix.

Once all the parts are priced you can create a quote, print it, save it to the project and email it to your customer. All can be done with just a few clicks. 

Configure Quote Settings

Click on the vertical tab on the left of the BOM to create a Quote / Modify /View Customer Quotes. If you want to immediately print the quote you can highlight the quote by clicking once and click the Printer Icon in the Toolbar above. If you want to modify the quote settings you will double click the quote and the Create / Edit Customer Quote window will open 

You can change the setting and save a setting as a default template and create other templates for specific customers and make them Public to other users by entering a name in the box located in the lower left corner of the window "Save / Load Template"

Best Practices:

  • Create a new quote / quote # for every price option / change so there is no confusion on which quote is the latest and correct.

  • Copy and paste the BOM option and Create a new Quote if you are doing a revision to a quote previously submitted so you have a the history and you can revert back to it if necessary.