Sales
Survey. Quote. Online acceptance. Customers.
14 articlesCustomers
Surveys
Quotes
- Optional lines in your quote
- Changing an accepted quote
- Customer wants changes to the quote Changes to the agreements with the customer
- Creating a quote without a survey appointment How to create a quote with the quote tool without a physical appointment
- Status of a Quote The steps a quote goes through
- Issuing a quote without a survey giving customers a quote on an hourly basis or based on photos
- Why can't I create a new quote for a customer?
- How do I amend an accepted quote and survey if the customer wants major changes?
- How do I set which service descriptions appear in my quote? Learn how to use if-statements to automatically show the right service descriptions in your quotes. Step-by-step explanation with examples.
- How do I combine multiple services in my quote template? Learn how to show texts based on multiple services at once. Advanced if-statements with AND, OR and NOT for smart quote templates.
- Overview of all service names for quote templates Complete list of all service names for Bas Software quote templates. Copy and paste directly into your if-statements.