Watch the video: How to Use the Quote Module - Tutorial

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Quotation Software in Smart-It Overview

The Quotation module in Smart-It enables businesses create, customize, and manage professional price quotes quickly and efficiently — turning potential opportunities into confirmed sales with minimal effort.

 

Key Features

1. Create and Send Price Quotes

   Generate detailed, polished quotations and send them directly to clients via email or print.

 

2. Reusable Quote Templates

   Create templates for frequently quoted items or services.

   Save significant time by reusing templates and making quick adjustments such as quantities, notes, or pricing.

 

3. Print Quotes as Pro Forma or Estimates

  Easily convert any quote into a Pro Forma Invoice or Estimate for clients who need an official-looking document before committing to a purchase.

 

4. Convert Quotes to Multiple Document Types

•One-click conversion to:

•Invoices (finalize the sale)

•Job Cards (for service-related work)

•Sales Orders (to reserve stock before invoicing)

•Purchase Orders

•Link Quotes to Projects for better tracking

 

5. Highly Customizable Quotation Forms

   Extensive design options let you tailor templates, branding, layouts, and content to match your company identity.

   Examples of flexible layouts include:

• Hide the grand total when presenting multiple pricing options

• Include item images for visual impact

•Use group pricing with subtotals per category

 

6. Analytics & Insights

   Built-in data visualization tools help you track quote performance, win rates, and trends over time.

 

7. Flexible Document Titles

   Choose to display the document as Quotation, Estimate, or Pro Forma Invoice using simple checkbox options — no need to edit templates manually.

 

8. Quote Profit Warning & Profitability Analyser

   Automatically warns you if the mark-up % or gross profit % falls below your minimum threshold.

  Activate it via Invoice > Invoice Options > General > Show Markup/Profit/GP.

  View clear profit analysis for the entire quote as well as per line item.

 

Key Benefits:

✓  Saves time through reusable templates and fast adjustments.

✓  Boosts efficiency with one-click conversion from quote to invoice, job card, or sales order.

✓ Increases professionalism with fully branded, customizable layouts and flexible presentation options.

 

How to Create a Quote in Smart-It (Step-by-Step)

1.Start a New Quote

   From the top menu bar, click Quote → New Quote.

 

2.Select the Customer

   Choose an existing customer from the list.

   If the customer is not yet in the system, use the Quick Add button to create them instantly.

 

3.Enter Quote Details:

•Fill in the date, and any relevant information about the quote.

•Add the items or services being quoted, along with quantities, rates, and descriptions.

•If applicable, include taxes, discounts, or additional fees.

 

4.Customize the Quote:

  Use the built-in layout designer to add your company logo, adjust the overall design, and include custom notes or terms & conditions.

 

5.Save, Send, or Print the Quote:

   Once complete, save the quote, email it directly to the client, or print it.

   You can also convert it immediately to an invoice, job card, or other document.

 

Tip: Configure required fields in Quote Options to ensure every quote contains all the information your business needs.