Quote Builder Update

In this video, we walk you through the exciting new updates to our Quote Builder screen! We’ve completely revamped this feature to make your quoting process smoother and more efficient. You’ll discover:

  • A streamlined layout with easy-to-manage sections that automatically adjust based on your selected services.
  • Color-coded line items for quick and intuitive product selection, directly linked to our material database, allowing you to pull real-time pricing from your supplier.
  • A new and improved description editor with an expanding window, real-time auto-save, and full customization tools for your descriptions.
  • Collapsible cost breakdowns for each section, making it easier to manage large quotes and see totals at a glance.
  • Fully customizable deposit requests by percentage, allowing you to tailor payments to fit your needs.

This update brings faster, more intuitive quoting capabilities, with many more improvements on the way! Watch the full guide to see how these changes will save you time and streamline your workflow. We can't wait to hear your feedback!

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