Create and Send Offers (Quotes)
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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.
Managing offer items
Adding offer items
Upon returning back to the main offer screen, the first offer item will have been created for you.
Printing the Offer
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,
requires TOM to run on FileMaker Pro, more info here
prints the offer using an MS-Word template, more info here
E-Mailing the offer
Click the E-Mail navigation tab (at the bottom of the screen).
You can create