Quotes
How to use Discount and Fee Master?
You need to pre-define the discount and fees under the parts and services. The pre-defined discount and fees can be added during the Quote and invoice creation. The discount is based on the transaction level or overall billing of the parts and ...
How to create a new proposal from V2 Zuper Web App?
Proposals give an effective way to sell & upsell services to customers. With Proposals, technicians can present the good, better, and best options, allowing customers to select the estimate that best fits their needs. Send proposals with photos, ...
How to Show Product Group Name if found for the line item for the Quotes & Invoices?
Navigation: Quotations --> New Quotation | View Quotation | Edit Quotation || Invoices --> New Invoice | View Invoice | Edit Invoice The user can now view the list of products under a single group while adding them from a group of available products ...
How to use the Quote date and Expiry date sort option for the quotes?
Navigation: Quotes --> Quote --> Sort The two new options are available for the quotations sort. 1. Select the "Quotations" module from the left panel and select the “Quotation Number” sort option, and the user can quickly sort the quotes based on ...
How to setup Tax group and associate a tax group with a customer?
Navigation: Settings --> Configuration Settings --> Quotes and Invoice Settings -->New Tax Group Navigation: Settings -> Organization Settings -> Customer Settings -> Enable Billing Cycle should be turned on for the linking of tax group with the ...
How to charge a deposit for a quotation using a customer card on file?
With our new update, users can charge the customer’s credit card for the deposit amount. Pre-requisites: Customers should have Stripe connected to their accounts. Pre-requisites: 1. How to add a new customer payment card on file? Pre-requisites: ...
How to use the Filter option for the Quotations listing on Zuper Web App?
Navigation: Accounting --> Quotations --> Filter --> Save Filter The users can now efficiently use and save the filter option for the Quotations listing. Instead of repeatedly filtering the details, the user can now save time using the quick filter ...
How to set up regional and city taxes and pre-define the Tax based on the Address?
You need to pre-define the address to apply the taxes automatically. You can choose either the Billing address or the Service address. When creating the Quote or Invoice, the taxes will be added to the Quote based on the address added and based on ...
How to provide line-level approval of estimates?
Line level approval allows your customer to approve/reject a quote for an individual line item. Pre-Requisites: Setting -> Organization Settings -> Quotes & Invoices -> turn on “Require Line-Item level approval.” 1. Select the “Quotations” module ...
How to send Follow-up Reminder Updates?
The users can instantly send follow-up reminders before or after a particular date via SMS or Email. 1. Select the “Settings” module from the left panel and tap on the “Quotes & Invoice” subsection. 2. Select the “Follow-up” reminder option under ...
How to Create Custom Quotation Fields?
Zuper offers out-of-the-box fields including Quote Date, Expiry Date, Reference Number, and attachments, on top of this, you can also create your own Custom Fields that are tailored to your business. When you create a custom field in the Quotes ...
How to Update the Status of a Quote?
The status of a quote can be updated either in two ways. Either your customer can accept or reject it from their end. Or, your field technicians or back-office executives can update it for your customers from their end. Listed below are instructions ...
Quotes Form Overview
Being a crucial part of the quotation process, the New Quote Form holds an array of important fields, sections, and tables. Here's all you need to know about the components of your New Quotes Form. Customer & Job Details Section This section captures ...
How to Clone a Quote?
In Zuper, you can clone an existing quote easily. This will be useful when you are creating a similar quote for different customers. Cloning a Quote Click on the "Quotations" Icon in the Menu. In the Quotes Listing Page, select the specific quote ...
How to Create a Quote?
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. Quotations are sent to customers before the commencement of a job for acceptance. Once ...
How to Manage Quotes of an Individual Customer?
You can collectively view, manage and track quotes initiated for a specific customer in their respective profiles. On the Customer Details Page, you can view all quotations associated with a customer (both accepted and rejected). To access the list ...