Producing professional, accurate quotes is essential for winning business and maintaining clear communication with your clients. Ascora’s comprehensive quoting features enable you to manage every step—from creating new quotes or templates to adding detailed breakdowns, optional items, and even marking a quote as lost or accepted. Whether you need to attach relevant documents, track your quote pipeline, or convert an approved quote directly into a job, these guides provide all the best practices and tools you’ll need.
Explore the resources below to learn how to:
- Create, customize, and send quotes with attachments, callout fees, and detailed labor or supply costs.
- Manage the quote lifecycle, including pipeline tracking, acceptance, or marking a quote as lost.
- Enhance efficiency by using templates, adding checklists, and applying discounts or optional items.
- Seamlessly convert an accepted quote into a fully managed job in Ascora.
With Ascora’s quoting capabilities, you can streamline sales processes, improve client satisfaction, and ensure your team consistently delivers top-quality service.
📽 Watch the video guide ⤵
Creating & Editing Quotes
📲 Add a Callout Fee to a Quote
📃 Creating a Quote from a Template
➕ How to add Inclusions and Exclusions to Quotes
💲 How to Add Labour Charges to a Quote
📀 How to add Optional Items on a Quote
📊 How to Apply a Discount on a Quote
🎉 How to Make Changes to a Quote That Has Already Been Marked as Won