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Last updated on 25 July, 2017

A quote is a formal document that you can sent to a prospective or existing customer or client. It declares the products or services that you intend to sell to them, what the parameters of those are, and how much you are going to charge for them.

In Knack, you can only create an invoice from a quote. We strongly encourage you to ensure that you send quotes to every client or prospect before invoicing them, and ensuring that they formally accept your quote. You can, however, simply create a quote and immediately generate an invoice from it without sending the quote to the client.

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Creating a Quote
Last updated on 25 July, 2017

You can create a new quote in one of several ways;

  • Through the main menu > invoicing > add quote.
  • Through the main menu > view quotes > add quote.
  • Through the Client View > quotes > add quote.
  • Through the Prospect View > quotes > add quote.

When adding a new quote, you will be required to select;

You also have the option of;

  • Attaching the quote to an existing project. This project will be indicated on the quote.
  • Setting the tax to be zero. This will overwrite your default tax settings to remove tax from the quote and subsequent invoices.

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Creating a Quote :: Knack Knowledgebase :: Business Management Software

Adding Line Items to a Quote
Last updated on 25 July, 2017

Once you have created a quote you will be requested to add line items to it. The quote will remain bank until you have done this.

You can either;

For both of these options, you can edit the quantity, cost and charge applicable for this quote only. The profit is automatically calculated.

Adding a complex product or service will automatically add any linked items that were added to that complex product or service.

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Adding Line Items to a Quote :: Knack Knowledgebase :: Business Management Software

Quote Details
Last updated on 25 July, 2017

The quote details view allows you to see more detailed information about the items you have added to a quote, as well as;

  • Edit each line item.
  • Delete a line item.
  • Duplicate a quote.
  • Request a quote approval.
  • Request or issue an invoice.

You can enter the quote details view by either;

  • Opening the quote list from the main menu > manage > view quotes > edit quote.
  • Opening a quote and clicking "edit quote" from the menu.

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Quote Details :: Knack Knowledgebase :: Business Management Software

Quote Approvals
Last updated on 25 July, 2017

If your company requires a manager or senior staff member to approve a quote before it is sent to a customer or client, quote approvals allow you to do this within Knack. 

To request a quote approval;

  • Find and view the quote.
  • Open the quote menu.
  • Select "request quote approval".
  • Choose a user to send the request to.

The user selected will receive a notification that an approval has been requested. 

To approve or disaprove a quote;

  • Click on the quote approval request notification, or open the quote details view.
  • Click or tap on the main information card.
  • Click on "approve".
  • Indicate whether the quote is approved, and make notes if required. 
  • The user selected will be notified of the response and notes.

Quote approvals do not enable or disable invoices being generated. 

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Quote Approvals :: Knack Knowledgebase :: Business Management Software

Deleting a Quote
Last updated on 24 August, 2017

Quotes cannot be deleted or voided. A quote is intended to be a temporary offer of product or services, and should be replaced by a new quote if required, or edited when necessary.

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Sending a Quote
Last updated on 11 November, 2017

When creating a quote, Knack does not automatically send it to your client. In this way, you can create or delete as many quotes as you need. To send a quote that you have created;

  • By downloading it and emailing it directly to your client.
  • By using in-system emails.

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Downloading and Printing a Quote
Last updated on 27 May, 2018

You can download a quote at any time by viewing a quote and clicking the download quote menu option. This will generate a pdf document, which you can keep or print using your normal options.

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