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Creating Quotes

Fiskl offers flexible quoting options to help you provide detailed price estimates to your clients before finalizing a sale. This guide will walk you through creating a basic quote and then explore each component in detail for more advanced features.

Before You Start​

While you can set up everything as you create your first quote, it's helpful to have the following in place:

  1. Complete your Company settings, ensuring your address is correct
  2. Create a client
  3. Set up your products or services (optional)

Creating a Basic Quote​

Follow these steps to create a basic quote:

  1. From the left menu, go to Sales
  2. Select the plus button next to Quotes
  3. Choose a client or add a new one
  4. Add line items (products, services, expenses, time, or mileage)
  5. Review and adjust details as needed
  6. Click "Save and review"

Quote Components in Detail​

Let's examine each part of the quote for a comprehensive understanding:

Company Information​

The quote pulls the following details from your Company settings:

  1. Company name
  2. Company address
  3. Company ID or Registration number
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You can customize your address layout in Company settings to change how it appears on quotes and invoices.

Client Details​

A client is required for quote creation. You can add a client in advance or while creating the quote. The quote uses:

  1. Client name
  2. Client address
  3. Client email (including Cc and Bcc)
  4. Tax/VAT Registration number
  5. Defaults (Currency and time rate)
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The client's Tax/VAT Registration number is shown if set in the client profile.

Quote Number​

The initial format is QUOTE-0001, incrementing with each new quote.

Learn more about customizing your quote number

You can customize this format, however there are limitations:

  1. Auto-increment is only possible if the number ends with a digit
  2. Date-based formats (e.g., 2024-01-0001) require manual updates at each period change

To change the format, simply edit the quote number when creating a new quote. Subsequent quote will follow this new pattern.

Quote Dates​

Quotes include two dates:

  1. Quote date: Creation date or set quote
  2. Valid until: Date until which the quote is valid
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The initial number of days a quote is valid for can be set in Invoice and quote settings. You can also change the valid until to extend or shorten the validity.

Quote Status​

Quotes follow this status flow:

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Status changes occur based on client actions, valid till date and when you convert a quote to an invoice.

Styling​

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Changes to templates affect all quotes using that template. Consider creating a new template to not cause unwanted changes to previous quotes.

Line Items​

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Create line items directly on the quote or in advance. Types include:

Products and Services are templates, while Expenses, Time & Mileage become billable when added to a quote.

Taxes​

Apply single, multiple, or compound taxes at the line item level. Taxes are calculated per item and displayed on the quote.

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Toggle between tax-inclusive and tax-exclusive pricing using the tax +/- button.

Discounts​

Add quote-level discounts as either fixed amounts or percentages.

See examples for fixed and percentage discounts

To make the amount entered a percentage just add a percentage sign at the end of the value. (e.g., 20%)

  • $100 discount = 100
  • 15% discount = 15%

Currency​

Change the quote currency by selecting the currency name next to the Total. The initial currency is set to your Company currency unless the Client has a different currency specified.

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You can adjust exchange rates for line items in different currencies.

Language​

Choose from over 60 languages for quotes. This affects the quote, standard emails, and customer-facing screens. TODO FIX LINKS

Terms and Conditions​

Include your terms and conditions on each quote or set default terms in Invoice and quote settings.

Remember: Fiskl's quoting features are designed to be flexible and accommodate a wide range of business needs. Experiment with different options to find the setup that works best for your business.

Converting Quotes to Invoices​

Once a quote is accepted, you can easily convert it to an invoice:

  1. Open the accepted quote
  2. Click the "Actions" button
  3. Select "Convert to invoice"
  4. Review and adjust the invoice details as needed
  5. Save and send the invoice
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Converting a quote to an invoice will automatically update the quote status to "Converted".