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Quoting 101

FlexABLE: Module 4 of 6

Welcome to what might feel like “where the magic happens.” After all, the ability to create, build, and send a quote is the foundation for your organization to make money. Like everything with Flex, we’ve made everything about quoting easy and intuitive. Once you get in the flow of creating, building, and sending quotes with Flex, you’ll understand why our customers tell us (time and time again) how surprised they are by the efficiencies Flex creates. Little Known Fact: Flex is a Time Machine. It creates time you didn’t know you had.

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Creating a Quote

Activity Checklist

Navigate to the new element menu, select “+”, and start creating a new quote

Name your quote

Understand how “prep” and “return” date impact availability

Search for a client

Review the pricing models and set the default time

Understand additional elements of a quote

Click “OK” to create your first quote

Review the options for the header of your quote such as terms, tax, and discount

Need additional support?

These articles from our help center should provide you with additional support you need.

Creating a Quote

Still stuck? Drop us an email here.

Building a Quote

Activity Checklist

Add items to your quotes and understand the different drop modes

Find your way to the “Details” section, then open the resource browser

Confirm your drop mode is set to “auto”

Add 2 QSC K8.2 speakers to your quote, notice that the included accessories are listed as well

Add 1 Crown Amp Rack to your quote

Add some inventory items you’ve created (if applicable)

Understand how elements are positioned within a quote depending on organization

Use the description header shortcut to collapse and expand all items

Change your Drop Mode to “add”

Add another inventory item to your quote

Create a subtotal under “Modify” in the Workbench Menu

Use the “six dot” handle to move the new subtotal to the bottom

Now switch Drop Mode to “Insert”

Add another inventory item to the new subtotal

Need additional support?

These articles from our help center should provide you with additional support you need.

Building and Editing a Quote

Still stuck? Drop us an email here.

Note, Misc, and Blank Lines

Activity Checklist

Add notes and miscellaneous items to your quotes

Find the three icons next to the Drop Mode selector

Add a new “note” to a subtotal section using the first icon

Add a miscellaneous line to the Audio section, update the description, change the type to “each”, and add a price

Add a blank spacer line to between the audio and visual subtotal sections

Need additional support?

These articles from our help center should provide you with additional support you need.

Building and Editing a Quote

Still stuck? Drop us an email here.

Quote Detail Columns

Activity Checklist

Review the columns on the quote detail screen

Know when to use the six dot handle

Understand when to use the select box and how to modify a quote

Explore the 3 dot option menu at the line level

Refresh the availability for your entire quote

Learn the basics of conflicts and availability

Glance over type, quantity, and description

Understand how names and descriptions of inventory appear on a Quote

Add a note to one of your items

Remind yourself how the time/rate multiplier, the rate, the price, and the extended price appear on a quote

Apply a discount to an entire quote

Need additional support?

These articles from our help center should provide you with additional support you need.

Building and Editing a Quote

Still stuck? Drop us an email here.

Mute Options

Activity Checklist

Understand the various “mute” options

WM = Warehouse mute, to skip availability and stop the line from appearing on the Pull Sheet

NM = Note mute, to make notes internal only and preventing them from appearing on a client's document

PM = Price mute, to exclude line item pricing on a quote and showing subtotals only

LM = Line mute, to exclude a line from appearing on a quote, note the pricing is still included

TM = Total mute, excludes both the line and the pricing

Need additional support?

These articles from our help center should provide you with additional support you need.

Building and Editing a Quote

Still stuck? Drop us an email here.

Sending & Confirming a Quote

Activity Checklist

Confirm the details of the Quote are correct

While viewing the Quote, click the "Paper Airplane" icon to open the "Send To Client" dialog box

Confirm the "From Address" is correct

Confirm the distribution list for recipients is correct

Change the distribution list with contacts in Flex, or add them manually

Click the "Send to Client" button to send your client a PDF of the quote

Confirm the details of the Quote with your Client

Open the Quote again in Flex

Open the "Workflow" section of the Workbench Menu

Select "Confirm Quote"

Ensure recipients are those responsible for execution of the Quote (i.e. your staff on this job)

Click "OK" to Confirm the quote

Observe how the status of the Quote changes, both in the Quote itself and in lists where the Quote Appears

Need additional support?

These articles from our help center should provide you with additional support you need.

Sending a Quote to a Client
Changing the status of a Quote

Still stuck? Drop us an email here.

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What's Next?

Two thirds of the way there! Now it's time to execute an event. This is where the rubber hits the road! Do not be surprised if you instantaneously break out in a little dance. (Not to date ourselves, but it might look something like Bruce Willis at the end of “The Last Boy Scout.”)

Next up: Let’s get you on the way to executing an event starting with a pull sheet. Ready to start? Let’s do this.

Start Module 5: Pull Sheets

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