Complete your quote related settings
Before sending quotes to your clients, there are a few settings you need to have in place first. Make sure you have completed the following:
- uploaded your logo in Company Information
- setup your Currency & Taxes
- setup your Payment Method/s
- setup your Payment Schedules & Reminders
- added all your Products / Packages
- setup your Email Settings
As soon as you have completed all of the above settings, you can start sending your clients quotes!
Create your first quote
Everything in Studio Ninja revolves around jobs, so to send a quote you need to create a job first. Click here to learn how to create your first job
When making your first test job, please add yourself as the primary client so you can receive and review the quote to make sure you're happy with everything before creating real ones.
From the job profile page (below), you can either click on the 'Add new' button then choose quote OR click on the 'Add new quote' button in the Quotes box.
Welcome to the New Quote page (below).
Now simply work your way through and fill in the quote details:
Step 1: Choose a product / package from the drop down menu OR create your own by typing in the input boxes.
Step 2: If you like, add a discount and choose an option from the drop down menu of either a fixed price discount or a percentage of the order.
Step 3: Select a payment schedule from the drop down menu.
Step 4: Choose to attach a contract to this invoice. Leave it blank if you don't want to attach a contract.
Step 5: Choose to attach a questionnaire to this invoice. Leave it blank if you don't want to attach a questionnaire.
Step 6: Click the 'Save quote' button.
Welcome to the View Quote page (below)
From here you have a few options:
Send Quote: By clicking here you can email your quote to your client.
Preview: This will allow you to preview the quote within the Client Portal.
Edit: Allows you to go back into the quote and make any changes you like.
Print: You can print your quote or save it as a PDF.
Delete: Lastly, you can delete the quote.
Send your quote
If you are happy with everything, click the 'Send Quote' button and the Send Quote lightbox will appear.
By default the Quote Email Template will appear so if you're happy with the text, all you have to do is click the 'Send quote' button.
Feel free to make changes to the body text of this email to make it sound more on brand or permanently make changes to this email by going to Settings > Email Settings & Templates and editing the Quote Email Template.
Previewing your quote
Go and check your email.
Open it and click the link that says 'Please view your quote online by clicking here'.
You will be taken to the client portal. This is what your clients will see and this is where your clients will pay invoices, accept quotes, sign contracts and complete questionnaires.
What happens when a quote gets accepted?
When your client accepts a quote, two important things will happen:
- An invoice will automatically be generated.
- The job will automatically go from Lead Stage into Job Accepted stage.
You can see that the Job Profile page looks different now.
Congratulations, you've just setup, created and sent your first quote. It's now time to start adding real quotes into Studio Ninja!