How do I create a Quote?

Create your Quote

To create a quote from the standard WP Admin menu, click Quotes, then click the “Add new quote” button. Or, go to Quotes > Add New from the top menu on any Jetpack CRM admin page.

If you don’t see those options, please make sure the Quote core module is enabled in Jetpack CRM > Core Modules.

Quote Fields

  • Contact: Start typing in the contact name or email address, which will bring up a list of matching contacts. Select your desired contact from the list.
  • Quote Title (optional): Enter a name for the quote.
  • Quote Value: Enter the total quote value.
  • Quote Date: Enter the quote date. If left blank, Jetpack CRM will automatically assign today’s date to the quote.
  • Notes (optional): Enter any notes you have about the quote.

You also have the option of attaching additional documents to the quote. To do that, scroll down to the “Associated Files” section. Click the “Choose file” button and select the desired file.

Click the “Save Quote” button to save the quote.

Using the Quote Builder

The Quote Builder allows you to use pre-made quote templates, which is a huge timesaver. The quote details will be automatically filled in, which saves you from having to type out the entire quote each time.

To use the Quote Builder, you’ll first need to make sure it’s enabled. Go to Jetpack CRM > CRM Settings > Quotes. Make sure the “Enable Quote Builder” option is enabled (checked), then scroll down and click the “Save Settings” button.

After that, you’ll see a “Publish this Quote” section when creating or editing a quote. From there, select the desired quote template from the dropdown list and click the “Use Quote Builder” button.

Jetpack CRM will generate the quote from the template you selected, with the information you entered in the quote fields.

Be sure to click that Use Quote Builder button before saving the quote! That’s what populates the quote details into the quote template.

You will then see the full quote in a standard WordPress editor, where you can edit the quote and make any necessary adjustments. Be sure to scroll up and click the “Save Quote” button when you’re done.

Managing Quote Templates

You can add, edit, and delete quote templates by going to Quote Templates in the WP Admin menu. Alternatively, you can go to Quotes > Templates from the top menu on any Jetpack CRM admin page.

Jetpack CRM includes the “Web Design: Example” quote template by default.

Give your quote template a title. You also have the option of entering a starting value and notes.

Type in whatever text and quote placeholders you’d like into the body of the quote, just like you would type and format a WordPress post or page.

Quote Placeholders

Placeholders allow information to be auto-populated into the quote template. Check out this guide on global placeholders to use them in quotes and throughout Jetpack CRM.

How do contacts access quotes?

After you’ve saved a quote, you can email it to the contact, copy the quote link and share it with the contact, or download the quote PDF and manually send it to the contact.

Contacts can also view and download quotes by logging into their Client Portal. Unless you’re using easy access links, contacts need an associated WordPress user to be able to log into the Client Portal.

We’ve added this extra layer of security to prevent quotes being accessed by anyone.

How do contacts accept quotes?

Once logged into the Client Portal, or via easy access links, contacts can click the “Accept quote” button to accept the quote.

Assuming you have it enabled, Jetpack CRM will send a “quote accepted” email to let you know the quote was accepted. You’ll also see the quote was accepted when viewing the quote in Jetpack CRM > Quotes.


Quote preview shows “Quote Not Found”

You may encounter a 404 page when testing quotes. Refreshing (re-saving) your WordPress permalinks settings should resolve that.

Can I turn a quote into an invoice?

Quotes cannot be converted into Invoices at the moment. However, we plan to include this feature in our future plugin releases (no official estimated time for the deployment yet).

For the time being, after a contact accepts a quote, an invoice needs to be created separately.

Updated on June 23, 2023

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