Quotes are also called Estimates in QuickBooks. Quotes help you keep track
of what you told your customers it would cost for a certain item or items.
Quotes can be thought of as placeholders
for information that you might want to refer to later when a customer places
the order or requests additional questions. Quotes can be particularly useful
if you give a customer a special price for a certain situation. Instead of
keeping notes offline, you can enter a quote and use it as a reference of what
you told the customer.
Create a quote, listing each item a
customer wishes get a price on.
Generate a sales
order based on the quote, including all items listed.
Quotes are used like the other sales forms in QuickBooks; you can perform
the following additional functions:
headings, fields, and columns that appear on your sales order.
Use a blank quote
(estimate) template and fill in items already on your Items list, or enter
new items as you write.
Start with a memorized
quote that is partially filled in. Memorizing a quote is useful if your quotes often contain
the same information.
Modify an existing
quote any time and resubmit it to your customer.
quote feature on and off
a quote or estimate into a sales order