Quote Settings
In this tutorial you will see what quote settings are available on Squeegee.
Squeegee Team
22 steps
3 minutes
Sqg
Sqgee
1
Go to Settings > Quotes.
2
You can enter the email that will appear on your quotes > then click 'Save'.
3
You can also enter your phone number to appear on the quote > then click 'Save'.
4
You will be able to enter your website so that this appears on your quotes > then click 'Save'.
5
In the Quote Prefix section you can enter a prefix to appear before the quote number > then click 'Save'.
6
This is where the quote prefix will appear.
7
You may wish to set a default expiry date so everything is kept current and up to date. Enter the number of days you require the quote to last and then click 'Save'.
8
You can enter quote notes here as well - this could be any supplementary information you need to include. Then click 'Save'.
9
You can configure the Quote SMS template, this is the message that will appear when sending the quote to a customer. You can use any of the tokens listed above the message to make it personalised. Then click 'Save'.
10
You can also create an 'Accepted Message' to display to the customer when they accept the quote. Once you are happy, click 'Save'.
11
You can toggle on the setting to automatically convert accepted quotes to jobs. If enabled, when accepted, the quote will be added as a job in your Squeegee account.
12
You can toggle on this setting so that when quotes are converted, the customer will be notified with confirmation.
13
You can choose to display the automatic payment signup on the quote booking confirmation.
14
There is the option to hide quotes that aren't active (declined/expired) from the customer summary.
15
You can choose to show the long description of the quoted services so the customer can see the full description of the service.
16
This is how the long service description will appear on the invoice.
17
If wanted, you can hide the 'Accept/Decline' actions from the quotes. Ordinarily, these will only show when the quote has been created on an **Advanced** or above Squeegee account.
18
You can display which round the job will be in on the quote.
19
There is the option to automatically send the quote to the customer when it is converted to a job.
20
When converting an accepted quote to a job, you can hide the prompt to send booking confirmation to the customer.
21
Finally, you can configure the default quote attachments, you can choose: - Attach Quote as a PDF On Quote Emails - Attach Quote Attachments to Quote Emails - Quote Forms You can choose as many as are applicable, then click 'Apply'.
22
Example of a quote on Squeegee.
Quote Settings
In this tutorial you will see what quote settings are available on Squeegee.
Squeegee Team
22 steps
3 minutes
Sqg
Sqgee
1
Go to Settings > Quotes.
2
You can enter the email that will appear on your quotes > then click 'Save'.
3
You can also enter your phone number to appear on the quote > then click 'Save'.
4
You will be able to enter your website so that this appears on your quotes > then click 'Save'.
5
In the Quote Prefix section you can enter a prefix to appear before the quote number > then click 'Save'.
6
This is where the quote prefix will appear.
7
You may wish to set a default expiry date so everything is kept current and up to date. Enter the number of days you require the quote to last and then click 'Save'.
8
You can enter quote notes here as well - this could be any supplementary information you need to include. Then click 'Save'.
9
You can configure the Quote SMS template, this is the message that will appear when sending the quote to a customer. You can use any of the tokens listed above the message to make it personalised. Then click 'Save'.
10
You can also create an 'Accepted Message' to display to the customer when they accept the quote. Once you are happy, click 'Save'.
11
You can toggle on the setting to automatically convert accepted quotes to jobs. If enabled, when accepted, the quote will be added as a job in your Squeegee account.
12
You can toggle on this setting so that when quotes are converted, the customer will be notified with confirmation.
13
You can choose to display the automatic payment signup on the quote booking confirmation.
14
There is the option to hide quotes that aren't active (declined/expired) from the customer summary.
15
You can choose to show the long description of the quoted services so the customer can see the full description of the service.
16
This is how the long service description will appear on the invoice.
17
If wanted, you can hide the 'Accept/Decline' actions from the quotes. Ordinarily, these will only show when the quote has been created on an **Advanced** or above Squeegee account.
18
You can display which round the job will be in on the quote.
19
There is the option to automatically send the quote to the customer when it is converted to a job.
20
When converting an accepted quote to a job, you can hide the prompt to send booking confirmation to the customer.
21
Finally, you can configure the default quote attachments, you can choose: - Attach Quote as a PDF On Quote Emails - Attach Quote Attachments to Quote Emails - Quote Forms You can choose as many as are applicable, then click 'Apply'.
22
Example of a quote on Squeegee.
