Skip to main content

Quoting

freispace can create beautiful and comprehensive quotes and allows for any complete control of your quote design.

Creating a New Quote​

  1. Navigate to the "Quotes" tab
  2. Click "New quote" on the top right.

New quote button in the top right corner of the quotes tab

Quote Recipient​

Either enter details in the "Recipient" field manually, or click "Select" to choose from your list of clients.

Recipient field with manual entry option and select button for client list

tip

Clients can be used for automating for automating currency changes and pricing variations for "Goods and Services".

Quote Details​

  1. Amend details on the top right as required.

Quote details form with editable fields in the top right section

  1. There is a text box for adding details or greetings.
    The "Snippets" button can used for creating and accessing text templates.

Text box with snippets button for creating and accessing text templates

  1. Use the "Variables" button for adding automated detailed elements such "Date and Time" , "Recipient", "Quote"

Variables button for inserting automated elements like date, recipient, and quote details

Building your quote - adding line items​

  1. Click "Block header" to start a new block of line items.

Block header button to create new section for organizing line items

  1. Click "Add goods/service" to add predefined items from your list of goods and services.

Add goods and services button for inserting predefined items with pricing

tip

Using Predefined "Goods and Services" allows for automating pricing and currency variations based on issuing company, client or client group.

  1. Click "Add line item" to enter a custom item.
    Adjust "unit(s)" and pricing options as required.

Add line item interface with custom fields for units and pricing options

  1. Click and drag the arrows on the left to rearrange the position of the items within a quote.

Drag arrows on the left side for reordering quote items by position

  1. Add other items such as "Subtotals", "Dividers", "Overall discount/surcharge" as required.

Options to add subtotals, dividers, and overall discounts or surcharges

  1. At the end of the quote is another text box for adding unformatted information. Once again snippets and variables can be used for automated formatting.

Final text box at quote bottom with snippets and variables support

Quote Preview​

Activate the "Preview" button for a live view print preview while building.
Use the arrows to navigate between pages, and the zoom and refresh buttons as required.

Preview mode with live print preview and navigation controls

Finalize and Distribute​

When complete click "Finalize" and adjust document options as required.

Finalize button with document options for completing the quote

Use one of the following options to distribute the final quote:

  • "Send" : Email the quote to the recipient directly through freispace
  • "Download PDF": Generates a PDF file for distribution
  • "Print": For direct printing
  • "Save (commit only)": Commit quote, no distribution.

Quote distribution options including send, download PDF, print, and save

tip

Duplicate and edit existing quotes, rather than building each quote from scratch to save time.

llms.txt  • Last updated on