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2.19. What is QuickQuote used for?

Q:  What is QuickQuote used for?

A:  Under QuickQuote you will see list of the pricing plugins you currently own, or if you are in your trial period then you will see the list of all the plugins that we currently offer.  During your trial period QuickQuote will allow you to try out each of the plugins without the need to create a new job or estimate just to do so.

The main purpose of QuickQuote (as the name and the icon indicate) is to give your customer or perspective customer a "Quick Quote" over the phone.  To begin you simply open the respective plugin based on what the customer has asked for, select the materials for the job, and then give them the quote/price without needing to get all of their personal information.  When you are finished just click the "Cancel" button at the bottom of the plugin screen, and nothing will be saved (Clicking OK will open a new estimate with that quote as your first line item). 

Another good use of QuickQuote is to configure each of your plugins without needing to open a new job or estimate.  Just select the plugin you want to configure, and when it opens click the Configure button at the top right. 

Some limitations of QuickQuote are that you can only give a quote using one of the pricing plugins at a time.  If the customer needs a quote for several items then it would be easier to open a new estimate and select <One Time Cash Customer>, so you can quote the entire job.  You also cannot save your QuickQuotes unless you turn them into an estimate.