In order to ensure that all quotes are connected to your Contact Database you can only create quotes from the Contact tab or from the enquiry listing ( where it says 'Add Quote')

To Create a Quote for an enquiry:

[IMPORTANT: You should be using either Google Chrome browser or Firefox. PLEASE ENSURE THAT Pop Ups are not blocked as the quote screen opens in a new tab and pop ups need to be enabled for the new tab to open. See here on enabling pop ups >

1. Navigate to the Contact 

2. Select 'Quotes' in Contact Menu 

3. Click Add Quote

STEP 1 | CREATE QUOTE

This will open up the 'Create Quote Screen'

The Highlighted section will be filled with your contact's details from their profile page

STEP 2 | COMPLETE THE QUOTE

Add in as much information as you require

Use the 'Save Draft' Button to save and return to the quote if you don't have time to finish it

STEP 3 | Add Cover Image

Once all areas completed - click on Step 2 ( image above) - Add Image. This will be the main Profile Image for the quote. Additional Images for lightboxes can be added later.

We have a small image library of images you can use for general quotes if you don't have an image

Once the image is either selected ( from the image library) or uploaded - it will show as below. Click Save

STEP 4 | REVIEW YOUR QUOTE / ADD LIGHTBOX IMAGES

You will be shown a summary of the quote and the option to add more images as a 'lightbox' gallery

STEP 5 | Scroll to the Bottom of the Page to View / Print or Send your quote