Advanced Quoting

This guide will take a more detailed look at how you can customise your quotes to suit your business. If you find this guide doesn't cover your quoting question, please refer to our Basic Quoting guide to see if the answer you require is there.

Customizing Your Quoting Experience

Today, we'll focus on several key areas within Trak where you can customize your quoting process. These features are crucial for tailoring quotes to fit your business needs seamlessly. Let's explore how you can optimize your quoting experience under your account settings and templates.

Utilizing Quote Templates

Quote templates are essential in Trak for creating consistent and efficient quoting processes. Whether you prefer a basic template or one with multiple sections and detailed line items, Trak allows you to save time by pre-setting commonly used templates. For larger projects, consider creating modular templates where each section can be easily added and customized as needed, ensuring flexibility without the need to recreate entire templates repeatedly.

Harnessing Script Templates

In addition to quote templates, script templates play a vital role in enhancing quoting efficiency. These templates allow you to insert standardized descriptions, exclusions, or other details directly into your quotes. By leveraging script templates, you can quickly personalize quotes with job-specific information, ensuring clarity and professionalism with minimal effort.

Integrating Product Bundles

Product bundles within Trak streamline the quoting process for complex jobs that involve multiple products or services. For instance, you can create bundles like "Tile Installation per Square Meter" which automatically include predefined quantities of tiles, underlay, labor, and other materials. This feature simplifies pricing calculations and ensures accuracy when quoting intricate projects, such as roofing installations or comprehensive service packages.

Enhancing Quotes with Cover Pages

A professional presentation can make a significant impact on your clients. Trak allows you to add cover pages to your quotes, enhancing their visual appeal and customization. Customize cover pages with client-specific details, project summaries, and branded elements to create a polished and personalized proposal that leaves a lasting impression.

Advanced Display Options

Trak offers advanced display options that empower you to present quotes in a way that best suits your client interactions:

  • Option Selection: Hide total quote prices or present multiple pricing options (e.g., Option A vs. Option B) to facilitate client decision-making.
  • Expiration Dates: Set expiration dates for quotes to prompt timely client responses and prevent outdated proposals from being accepted.
  • Optional Sections: Allow clients to select optional sections within the quote, streamlining approval processes and ensuring clarity on project scope.

Automated Sub-Job Creation

For larger projects, Trak's ability to automatically create sub-jobs from quoted sections is invaluable. When a quote is approved, designated sections can automatically generate sub-jobs with predefined details, saving time and ensuring seamless project management from quote to completion.

Streamlining PO-based Quotes

Even if your business receives Purchase Orders (POs) rather than creating quotes, Trak simplifies the process. Create PO-based quotes directly within Trak, pre-approving them for invoicing once finalized. This feature ensures that invoicing is efficient and accurate, aligning seamlessly with established workflows.

Conclusion

For additional guidance on advanced quoting techniques or to explore Trak's full range of features, visit our official resources or reach out to our dedicated support team. We're here to help you maximize your efficiency and professionalism in quoting with Trak.

Thank you for joining us on this journey to mastering advanced quoting in Trak. For any inquiries or assistance, please contact us at contact@trak.co or utilize the support icon in the bottom right-hand corner of your Trak dashboard.