Quoting 101
Welcome to what might feel like “where the magic happens.” After all, the ability to create, build, and send a quote is the foundation for your organization to make money. Like everything with Flex, we’ve made everything about quoting easy and intuitive. Once you get in the flow of creating, building, and sending quotes with Flex, you’ll understand why our customers tell us (time and time again) how surprised they are by the efficiencies Flex creates. Little Known Fact: Flex is a Time Machine. It creates time you didn’t know you had.
Creating a Quote
Activity Checklist
- Navigate to the new element menu, select “+”, and start creating a new quote
- Name your quote
- Understand how “prep” and “return” date impact availability
- Search for a client
- Review the pricing models and set the default time
- Understand additional elements of a quote
- Click “OK” to create your first quote
- Review the options for the header of your quote such as terms, tax, and discount
Need additional support?
These articles from our help center should provide you with additional support you need.
Still stuck? Drop us an email here.
Building a Quote
Add items to your quotes and understand the different drop modes
Activity Checklist
- Find your way to the “Details” section, then open the resource browser
- Confirm your drop mode is set to “auto”
- Add 2 QSC K8.2 speakers to your quote, notice that the included accessories are listed as well
- Add 1 Crown Amp Rack to your quote
- Add some inventory items you’ve created (if applicable)
- Understand how elements are positioned within a quote depending on organization
- Use the description header shortcut to collapse and expand all items
- Change your Drop Mode to “add”
- Add another inventory item to your quote
- Create a subtotal under “Modify” in the Workbench Menu
- Use the “six dot” handle to move the new subtotal to the bottom
- Now switch Drop Mode to “Insert”
- Add another inventory item to the new subtotal
Need additional support?
These articles from our help center should provide you with additional support you need.
Still stuck? Drop us an email here.
Note, Misc, and Blank Lines
Activity Checklist
- Find the three icons next to the Drop Mode selector
- Add a new “note” to a subtotal section using the first icon
- Add a miscellaneous line to the Audio section, update the description, change the type to “each”, and add a price
- Add a blank spacer line to between the audio and visual subtotal sections
Need additional support?
These articles from our help center should provide you with additional support you need.
Still stuck? Drop us an email here.
Quote Detail Columns
Review the columns on the quote detail screen
Activity Checklist
- Know when to use the six dot handle
- Understand when to use the select box and how to modify a quote
- Explore the 3 dot option menu at the line level
- Refresh the availability for your entire quote
- Learn the basics of conflicts and availability
- Glance over type, quantity, and description
- Understand how names and descriptions of inventory appear on a Quote
- Add a note to one of your itemst
- Remind yourself how the time/rate multiplier, the rate, the price, and the extended price appear on a quote
- Apply a discount to an entire quote
Need additional support?
These articles from our help center should provide you with additional support you need.
Still stuck? Drop us an email here.
Mute Options
Understand the various “mute” options
Activity Checklist
- WM = Warehouse mute, to skip availability and stop the line from appearing on the Pull Sheet
- NM = Note mute, to make notes internal only and preventing them from appearing on a client's document
- PM = Price mute, to exclude line item pricing on a quote and showing subtotals only
- LM = Line mute, to exclude a line from appearing on a quote, note the pricing is still included
- TM = Total mute, excludes both the line and the pricing
Need additional support?
These articles from our help center should provide you with additional support you need.
Still stuck? Drop us an email here.
Sending & Confirming a Quote
Activity Checklist
- Confirm the details of the Quote are correct
- While viewing the Quote, click the "Paper Airplane" icon to open the "Send To Client" dialog box
- Confirm the "From Address" is correct
- Confirm the distribution list for recipients is correct
- Change the distribution list with contacts in Flex, or add them manually
- Click the "Send to Client" button to send your client a PDF of the quote
- Confirm the details of the Quote with your Client
- Open the Quote again in Flex
- Open the "Workflow" section of the Workbench Menu
- Select "Confirm Quote"
- Ensure recipients are those responsible for execution of the Quote (i.e. your staff on this job)
- Click "OK" to Confirm the quote
- Observe how the status of the Quote changes, both in the Quote itself and in lists where the Quote Appears
Need additional support?
These articles from our help center should provide you with additional support you need.
Still stuck? Drop us an email here.
What's next?
Two thirds of the way there! Now it’s time to execute an event. This is where the rubber hits the road! Do not be surprised if you instantaneously break out in a little dance.
Next up: Let’s get you on the way to executing an event starting with a pull sheet Ready to start? Let’s do this.
