ManoPlan Tutorial – Quote Management
Explains the complete quote management workflow in 5 scenes. Quote list with statistics, creating a new quote with line items, quote detail, public customer view with branding, converting quote to job.
Learning Goal
Office staff should be able to create, send and track quotes efficiently. The digital acceptance workflow (paperless) is positioned as the core advantage.
Contents
Overview
The quotes overview shows all quotes with status, customer and amount. Statistics at the top: drafts, sent, accepted and conversion rate.
Create
New quote: select customer, add line items. Labor, materials, travel costs or fixed prices. Optional items can be included or excluded by the customer.
Details
In the quote detail you see all line items, the total amount and the status history. From here, send the quote as a PDF via email.
Edit
Your customer opens the quote in their browser — with your logo and your colors. Accept or decline, digitally and paperless.
Online View
Quote accepted? One click and it becomes a job. All data carries over — customer, line items, pricing.
