TidyStock

Purchasing

Learn all about sending and receiving purchase orders in Tidy

Sales & Pricing

Learn how to create and credit sales, and use different types of custom pricing in Tidy

Inventory

Learn how to store, manage, and do more with stock and material items in Tidy

Bulk Imports

Learn how to import data in bulk to your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyWork

Inventory

Learn how to manage your inventory in your Tidy account

Sales and Pricing

Learn how to manage sales and pricing within your Tidy account

Projects

Learn how to complete projects within your Tidy account

Purchasing

Learn how to complete purchasing tasks within your Tidy account

Bulk Imports

Learn how to import data in bulk to your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyEnterprise

Purchasing

Learn how to purchase in your Tidy account

Bulk Imports

Learn how to import in bulk to your Tidy account

Sales and Pricing

Learn how to set up your sales and pricing within your Tidy account

Inventory

Learn how to set up your inventory within your Tidy account

Setup

Set up your account in the global settings of Tidy

Projects

Learn how to create quotes and projects; enter and approve time and materials; and send and receive purchase orders in Tidy

TidyCatalog

Coming soon

Stay tuned to keep updated!

TidyCRM

Coming soon

Stay tuned to keep updated!

TidyClinic

Calendar

Learn how to manage your calendar within your Tidy account

Finances

Learn how to manage finances within your Tidy account

Patients

Learn how to manage patients within your Tidy account

Setup

Learn how to set up your Tidy account

TidyBuild

Bulk Imports

Learn how to import data in bulk to your Tidy account

Purchasing

Learn how to complete purchasing tasks within your Tidy account

Projects

Learn how to complete projects within your Tidy account

Sales and Pricing

Learn how to manage sales and pricing within your Tidy account

Inventory

Learn how to manage your inventory in your Tidy account

Setup

Set up your account in the global settings of Tidy

TidyEnterprise Guides

How to view a quote

In this module, learn how to view a quote’s information.

Want to view this guide all at once?

Step 1.

Go to Quotes under the Quotes tab to view, edit, clone or delete the quote.

If you want to see a filtered view, click the Settings icon or Advanced and customise your filter.

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Step 2.

Hover your mouse over the I icon to show quote description.

Click the binoculars icon to view the quote.

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Step 3.

Click the More details to view more details of this quote.

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Step 4.

Only quotes with a draft status can be edited. (If you want to edit a quote with another status it will first have to be switched to the draft status.)

You can change the status by clicking on the status at the top right. This will allow you to change the status to Draft, Pending or Rejected. A quote can only be changed to Won by accepting the quote.

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Step 5.

Click Edit icon to edit this quote.

Click Print icon to print this quote console screen.

Click Generate quote icon to generate the quote, you can either download or email directly to the customer from within Tidy.

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Step 6.

Tidy includes three predefined templates. You can also upload custom document templates in Templates under Global settings, the type is Project Quote.

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Step 7.

Documents can be downloaded in PDF or MS Word format. If you download them in Word format you can open them in Word to make changes to the presentation before sending to your customer.

Emailed documents are only in PDF format.

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Step 8.

Click the Expand all button to view all the sections in this quote.

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Step 9.

Opportunity - view and edit the likelihood of winning the quote, and the stage the in the sales process the quote is currently in.

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Step 10.

Milestones - view the milestones in this quote.

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Step 11.

Tasks - view the tasks in this quote.

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Step 12.

Documents - if enabled, documents which have been added to the Dropbox folder linked to this Quote will be listed here.

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Step 13.

Notes - a list of notes for internal use about the Quote. Notes can be filtered using the controls at the top. New notes can be added and existing notes can be edited.

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Step 14.

Click More details to detailed financial information.

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More in this category

Want to learn more? Check out these related guides

How to export payroll

You can easily export payroll data from your Tidy account to a connected Payroll provider that Tidy offers. Tidy offers integrations with multiple Payroll providers. These are: Smart Payroll, iPayroll, IMS Payroll

How to export data

This guide explains how to export project data.

How to run a report

There are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.

How to view a project

This module explains how to view all the details of a project, and takes you through the details of each section.

How to invoice a project in advance

This document is for those businesses who invoice a project in advance before starting the project and recording time/materials. How this is done in TidyEnterprise depends on whether the project is Time & Materials or Fixed Price project.

How to add project adjustments to a project

In this module, learn how to add project adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to edit a project

This module explains how to edit the details of a project.

How to clone a project

This module explains how to clone the details of a project.

How to approve expenses

In this module, learn how to approve expense entries once they have been submitted. Only users with approver permissions will be able to do this.

How to use the project calendar

The Project calendar allows users to view Projects visually in a selected date range.

How to add time adjustments to a project

In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to create combined project invoices

Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.

How to enter expenses

In this module, learn how to enter expenses against a project you have been assigned to.

How to view a quote

In this module, learn how to view a quote’s information.

How to edit a quote

In this module, learn how to edit a quote’s information.

How to accept a quote

In this module, learn how to accept a quote, and make it a project.

How to clone a quote

In this module, learn how to clone a quote.

How to invoice project milestones

In this module, learn how to send a project invoice for milestones achieved on fixed price projects.

How to create a quote

In this module, learn how to create a quote. Add estimated tasks, time, materials, expenses, and invoicing milestones to your quote.

How to enter time

In this module, learn how to enter time against a project you have been assigned to.

How to approve time and materials

In this module, learn how to approve time and material entries once they have been submitted. Only users with approver permissions will be able to do this.

How to enter materials

In this module, learn how to enter materials against a project

How to create a project and schedule resources

In this module, learn how to create a project, convert a quote into a project and use the resource scheduler to schedule resources to tasks.

TidyStock TidyWork TidyEnterprise TidyCommerce TidyBuild TidyClinic

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