PlanIt EPOS · Quotes

Write a quick quote

What does this do?

A quick quote is one agreed line and a price. Use it when you have already agreed the job with the customer and just need a tidy document to send, rather than an itemised list from the catalogue.

How to use it

  1. From the ☰ menu choose Quotes.
  2. Press ⚡ New quick quote.
  3. Fill in the customer's details, then the Job title / first line (for example the property address) and, if you want one, a Reference.
  4. Build the Description by tapping the standard messages under the box, or type your own. It prints exactly as typed.
  5. Enter the Price. If your region has a reduced rate for fitting, an of which fitting labour box appears so the labour part is taxed at that rate (13.5% in Ireland).
  6. Optionally fill in Your cost (internal, never printed) and a Deposit to secure as a percentage or a fixed amount.
  7. Press Save quote, or Save & send… to email or WhatsApp it straight away.
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Related guides

Write a full itemised quote from the catalogue

A full quote lists each product, quantity and price from your catalogue, with its own tax rate per line. Use it when the customer wants to see the breakdown, or when the job has several products.

Quotes

Use standard messages on a quote and add your own

Standard messages are ready-made lines you tap to build a quote's description, such as what is included or who moves the furniture. Add your own once and it is on every till.

Quotes

Send a quote for the customer to accept online

A quote can be emailed or sent by WhatsApp with a link the customer opens and accepts online. You see when they open it, and an accepted quote is ready to turn into an invoice.

Quotes

Turn an accepted quote into an invoice

Once the customer says yes, the quote becomes the invoice with the same lines and customer. You can raise the invoice to send, or load it onto the till and take the money now.

QuotesEstimating

Quote one agreed price (manual quote)

A Manual Quote replaces the itemised breakdown with one agreed line and a price. You build the wording from tick-on standard messages, type the price, add a deposit and any notes, and that is what the customer sees. Your detailed estimate stays underneath for Profit Check.

Customer Quotes

Add fitting labour and CIS or reverse charge to a quote

Fitting labour can be its own line on a full quote, and for contractor work the quote can show a CIS deduction or the VAT reverse charge so the amount payable is right.

Quotes
Questions this guide answers
  • How do I write a quick quote on the till?
  • Can I quote one agreed price without listing every item?
  • Where do I put the deposit on a quote?

Last updated 2026-09-03 · Direct link for this feature