PlanIt Estimating · Customer Quotes
Give the customer a detailed quote
What does this do?
The Detailed Quote is the customer-facing document built from your estimate: each room with its product and price, then fitting, underlay, floor preparation, uplift and accessories, the net total, VAT and the total. If a deposit is on, it shows the deposit and the balance due on completion.
How to use it
- Run ▶ Calculate All Rooms on step 4, then go to step 5 · Customer Quote.
- Make sure 📄 Detailed Quote is selected at the top (it is the default).
- Read the quote through: room lines, the subtotals, Net total, the VAT line and the total. A quote with VAT switched off simply has no VAT line.
- Decide whether the customer should see sizes. Tick Hide dimensions and areas from the customer if not; each room keeps its name and price.
- Press 🖨 Print Quote or 💾 Save as PDF if you want a copy now, then Next: Profit Check ▶.
Questions this guide answers
- How do I create the customer's quote?
- What does the detailed quote show?
- Does the quote show VAT?