PlanIt Estimating · Customer Quotes

Quote one agreed price (manual quote)

What does this do?

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.

How to use it

  1. Go to step 5 · Customer Quote and press 📝 Manual Quote (or 📝 Use Manual Quote).
  2. Tap the standard messages to build the Quote description. Tap again to remove one, and edit the text freely.
  3. Enter Price excl. VAT or Total incl. VAT; the other figure fills in for you.
  4. Set the Deposit as Percentage % or Fixed £ and enter the Deposit amount.
  5. Add Customer-facing notes if needed, then press Save Manual Quote.
  6. The quote now shows the single line. Press ✏️ Edit manual quote to change it, or ↩ Return to Detailed Quote to go back to the full breakdown.
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Related guides

Give the customer a detailed quote

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.

Customer Quotes

Add your own standard quote wording

Standard messages are ready-made lines such as 'To supply and install the flooring to the agreed areas' that you tick onto a Manual Quote or Quick Quote. Add your own once and it is offered on every quote after that.

Customer Quotes

Send a Quick Quote (agreed price, no measuring)

A Quick Quote is one description and one agreed price, sent in under a minute. Use it when you have already agreed a figure with the customer and do not need a measured estimate behind it.

Getting Started

Ask for a deposit on a quote

A deposit on the quote shows the customer what to pay up front and what is left on completion. Choose a percentage or a fixed amount. On a detailed quote it is set in Payment & Deposit Settings; on a manual quote you type it in the manual quote itself.

Customer Quotes

Close a quote or go back to the detailed quote

Return to Detailed Quote switches a manual quote back to the full itemised breakdown; the agreed price and description come off the customer copy. Close Quote just closes the quote window when you are viewing a job; nothing is deleted and everything stays saved.

Customer QuotesEPOS

Write a quick quote

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.

Quotes
Questions this guide answers
  • How do I quote a single price without the breakdown?
  • Can the customer see just one line and a total?
  • What is a Manual Quote?

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