Quotation Builder
Products
Your Selection
Confirmation Details
These fields appear in the Confirmation document
Execution Cost
Add execution items
Qty
Description
Sale Price
Cost Price
Total
%
(% discount on Execution total)
Dismantling Cost
Add dismantling items
Qty
Description
Sale Price
Cost Price
Total
%
(% discount on Dismantling total)
Other Costs
Add any other cost items (transport, insurance, freight, etc.)
Qty
Description
Sale Price
Cost Price
Total
%
(% discount on Other Costs total)
Terms & Conditions
Timeline
Add milestones. Setup Date and Dismantling Date are included by default.
Products Discount
%
(% discount on materials total)
? Optional Areas (shown in PDF for client — NOT included in totals)
Add optional areas with products and pricing as a proposal to the client. These areas will appear separately at the end of the quotation marked as "OPTIONAL" and will NOT be counted in the grand total.
? Advance Payment Schedule
Add payment milestones - specify percentage and due date for each instalment.