Creating Quotes Guide

Step-by-step guide to creating and managing quotes

Getting Started

This guide will walk you through the process of creating and managing quotes in Rastr.AI. You'll learn how to create detailed quotes, add line items, set pricing, and convert quotes to orders.

Creating a New Quote

1. Navigate to Quotes

Click on "Quotes" in the main navigation menu, then click the "New Quote" button.

2. Enter Customer Information

  • Select an existing customer or create a new one
  • Verify billing and shipping addresses
  • Set customer-specific preferences
  • Add any special instructions

3. Add Line Items

  • Click "Add Line Item"
  • Select products from the catalog
  • Specify quantities and customizations
  • Add production notes

4. Set Pricing

  • Review automatic price calculations
  • Apply discounts if needed
  • Add shipping costs
  • Set tax rates

5. Add Notes and Attachments

  • Include production requirements
  • Attach reference files
  • Add internal notes
  • Set quote expiration date

Managing Quotes

Sending Quotes

  • Preview the quote
  • Send via email
  • Generate PDF version
  • Track when viewed

Following Up

  • Set follow-up reminders
  • Track customer responses
  • Record customer feedback
  • Update quote status

Converting to Orders

  • Review quote details
  • Click "Convert to Order"
  • Verify order information
  • Process customer approval

Tips and Best Practices

  • Use Templates: Create quote templates for common products or services
  • Be Detailed: Include all relevant specifications and requirements
  • Set Clear Terms: Always specify payment terms and quote validity period
  • Follow Up: Set reminders to follow up on sent quotes

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