Login to your CRM account
From the menu on the left-hand side, select Projects
Your Project pipeline dashboard will load
Find the project you are starting a Quote for
The Project Details page will load
From the tab panel, select Quotes
The Quotes page will load
On the upper right-hand side, select Start Quote +
The Purchase Order Quote Builder will open in a new tab
Complete the required fields for Delivery Options and click Next
Confirm the branch information is correct on the next page and add any branch instructions if needed
Click Next
On the Quote Details page, add the items you need for your Quote or use a Quote Template
Once you have all your items added, select Update QTYs
In the dropdown under Select Eagleview Report, select the report you would like to use in order to calculate your material quantities
Next, enter your Waste Factor
Select Calculate Quantities
Once complete, you will see that all your items now have updated quantities
If there are any items that could not be calculated, the item will be highlighted
Please adjust and review all quantities if necessary before proceeding to the next step
Once complete save the Quote by selecting Save Quote then Save as Draft to come back to it later
If you are ready to convert your Quote to a Purchase Order, scroll down and select Next
Review and confirm then scroll down and select Convert to Order
Use an Eagleview Measurement Report to Calculate Quantities for Your Entire Quote
Pull in Eagleview Measurements to your Purchase Order Quote to calculate quantities on your entire quote.
Written by Sofia Calicchio
Updated over a week ago