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Quotes & Bidding
6 min read·Updated 2024-10-10Build your first quote
From blank quote to sent proposal — line items, discounts, and approvals.
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Build a Quote
- **New Quote** → pick customer.
- Load a template (Residential shower, Commercial storefront, etc.) or start blank.
- Add line items with glass dimensions and thickness — the system computes area, cost, and margin.
- Set a discount if needed. Nevada sales tax (8.375%) is applied automatically.
- If total ≥ **$5,000**, it routes to a Manager. ≥ **$15,000**, to the Owner.
- Once approved, click **Send** to email a branded PDF.
Tags:
quote
create
line items
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