SMART Estimator

Quotations


This section covers the essential functionality of the Quote IT Module. This section is designed so that after completing the section, you can print, export, and email the customer an attached quote that contains the correct Information, Lead-In Descriptions, Clauses, and Conditions. Click on ‘Read More’ to view the documentation below.

Quotation Sections

Learn the basics of the Quotation Document and how you can navigate between the sections as well as reordering them.

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Editing Quote Text

Discover how to modify and bold your text, italicize, underline, and everything to do with SMARTText.

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Lead-In Descriptions

Learn how to add lead-in descriptions to your quotation to briefly introduce what type of scaffolding will be included.

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Adding Images to Quotations

This documentation will show how you can take a snip of your Scaffold Model and insert it into the Quotation.

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Clauses & Conditions

Learn how to add and remove the clauses on the quote as well as configuring automation and recommendations.

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Exporting & Emailing Quotations

Learn how to Export and E-Mail your Quotation to the customer.

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Manual Quote Items

This documentation will cover how you can quote for non-scaffold related work or costs.

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