Create a Quick Quote from a Contact

The Create a Quick Quote action menu item allows you to create a project inside of one window. The criteria for using this window to create a project using the Quick Quote window is whether or not this project will have multiple phases to it. In general, this window is used for very simple projects with just a few line items.

The Quick Quote will allow you to create just a quote, create the order entry window while creating the project and quote, book the project as a job, and create purchase orders all with one click. Any or all of these functions can be done depending on your needs for the project creation. The Quick Quote window has a lot of the quoting functions that are available from the BOM / Estimating / Quoting window including: Importing an XML or .sif file, auto part templates and part search.

If the Primary Salesperson (or salespeople) is checked on the company location window, then the salespeople will automatically populate on the Quick Quote form. It is always best to set this information ahead of time so anyone that creates a project from the company location, it will default to the correct salesperson(s).

You can also set the Bill To and Ship To at this time in the Company Record tile if it was not already preset on the Company Location.

At this time, you can only access this menu item by right clicking on a Contact from any grid and using the Actions menu.

Note: The bill to and end user default to the company you created the Quick Quote from, while the ship to is blank and will use the default Ship To set by the administrator or ship to the current end user.