FlexiQuote

FlexiQuote is an online pricing system for new sign jobs that contains pre-loaded materials and pricing that you can customize to meet your shop's particular needs.

Starting FlexiQuote

  • Click the FlexiQuote icon in the Cloud Window at the right side of the screen.
  • Click Grant to continue and allow SAi Cloud access to the information and resources in your account, or Deny to go back to your software

Setting Up FlexiQuote

FlexiQuote allows you to make changes to your shop's Quote Setup parameters and Shop Settings. To access the FlexiQuote Setup page:

  • From the My Quotes page, click the Setup tab.

Quote Setup tab

To help you get a job quote timely out the door, FlexiQuote comes preloaded with much of the information you will need. The Quote Setup tab lets you quickly adjust the values in the existing Materials, Labor Rates, and Formula Items to your shop standard.

  • Click Edit to adjust any item needing change.
  • Click Delete to remove any unneeded item.
  • Click the green New … button to add Materials, Labor Rates, and Formula Items of your own.

Shop Settings tab

Use this tab to set the Time Zone, Language, Currency, and Unit system values for your sign shop.

Creating a Job Quote

FlexiQuote is designed to help you quickly give job estimates over the phone or to walk-in customers.

  • To put together a job quote:
    • Click New Quote.
    • Select and enter the necessary information in each of the New Quote screen fields: Add Items, Commissions/Discounts, Extras, Taxes, and Summary.
  • To make additional entries within a category, click the Add … button.
  • Click Save and Finish to generate a completed quote.
    • To modify your quote, click the Edit button at the bottom-right of the page.
    • To discard a job quote, click the Delete button.

Browsing Existing Job Quotes

FlexiQuote lists summary information for all your existing job quotes in four columns—Quote #, Quote Name, Created at, and Actions. Click any heading to sort its contents in ascending or descending order.

  • To move between job order pages, click the Next or Previous buttons, or click the page number button in between them.
  • To adjust how many job quotes appear on a page, click the Show entries dropdown button and select one of the values.
  • To view the details of a job quote, click on its Quote Name.

Searching Existing Job Quotes

To search for a job quote by number or name, type part or all of that information into the Search field. Every quote containing the information you typed will be displayed.

 

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