Building your product catalogue
Add products with categories, costs and sell prices.
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Quoting
Products, pricing, quotes and proposals.
Importing products from CSV
Load or update products and prices in bulk.
Setting labour rates and markups
Define labour categories and default markups used in quotes.
Creating a quote
Start a quote from a deal, add products and labour, and review the margin.
Quote templates
Save common quotes as templates to reuse.
Sending proposals and tracking status
Generate a proposal from a quote and follow it from sent to accepted.
Detailed step-by-step documentation is available inside Toolbase. Contact support if you need a hand.