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Quotes & Bidding
6 min read·Updated 2024-10-10

Build your first quote

From blank quote to sent proposal — line items, discounts, and approvals.

Play video · 6 min

Build a Quote

  1. **New Quote** → pick customer.
  2. Load a template (Residential shower, Commercial storefront, etc.) or start blank.
  3. Add line items with glass dimensions and thickness — the system computes area, cost, and margin.
  4. Set a discount if needed. Nevada sales tax (8.375%) is applied automatically.
  5. If total ≥ **$5,000**, it routes to a Manager. ≥ **$15,000**, to the Owner.
  6. Once approved, click **Send** to email a branded PDF.
Tags:
quote
create
line items
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