Quotations
How to create a new proposal in the Zuper web app?
Before providing an official price quote or estimate, a business or service provider may send a preliminary document or communication to a potential client. This is called a "Proposal," and it is usually used when the project or service scope needs ...
How to navigate and manage the Quotes listing page in the Zuper web app?
A quotation, also known as an estimate, is a document that covers the parts or services you’ll need to complete a job and their approximate cost. Quotations are sent to customers before the commencement of a job for acceptance. Zuper's Quotation ...
How to access and manage quote details in the Zuper web app?
The Quotation details page lets you view the complete information of the quotation and all its associated records in a single place. From the quotation listing page, you can click any one of the Quotation No. to go to the quotation details page. ...
How to create a new quotation in the Zuper web app
A quotation also known as estimate is a document that covers the parts or services you’ll need to complete a job and approximately how much they will cost. 1. Select the “Quotes” icon from the left panel and choose “+ New Quote” to create a new ...