Create and Send Offers (Quotes)

Top  Previous  Next

Offer creation follows the same basic procedure as job creation.

 

Offer Input Window

Some information in the input screen is for your internal processes, other for the customer's information.

 

Text Count in Offers

The text counting feature can be very useful while creating an offer.

For information on how to use TOM Count go here.

 

Please note that you can generate offer items from the imported files!

 

Managing offer items

 

Adding offer items

Upon returning back to the main offer screen, the first offer item will have been created for you.

You still need to edit the details, including prices. To do so click into the row in the offer items list and edit the details in the editing area at the bottom of the screen.
You can create more offer items by clicking on .
A calculation aid on the right enables you to assess job costs and the expected margin.
For information on how to include discounts or surcharges read Discounts and surcharges.

 

 

Printing the Offer

Click the  Print  navigation tab (at the bottom of the screen).
The default offer phrases are defined in User Settings >Forms >Offers and can be edited here.
You may want to use standard text modules defined in User Settings >Forms >Offers.
List Translation Files: Use this option to display a complete listing of translated files, separated by a semicolon, on your offer. TOM inserts the list first place in the second large text field (you will see the result immediately.)
- You can define an introductory phrase (such as "Files to be translated" as part of the Offers form template in User Setting | Forms
- Important TOM will search the files in the your Offer Folder (top level).  Make sure you have defined one and that the original files are stored in it!
You may want to switch to another form template for the current client.
 
"Print on 2 pages" option

If you have long introductory text the 2-page option will force all offer items to appear on the second page (thereby avoiding undesired page breaks). This may require a little experimenting,

PDF-only option

requires TOM to run on FileMaker Pro, more info here

PRINT-TO-WORD option

prints the offer using an MS-Word template, more info here

 

Click the Print button.

 

 

E-Mailing the offer  

Click the  E-Mail  navigation tab (at the bottom of the screen).

You can create

a text-only offer mail, using pre-defined e-mail templates
an empty e-mail, or
an e-mail with the previously created PDF file attached