CalcuQuote has a basic quote template that will allow minor modifications for your company.
The CalcuQuote logo will be replaced with your company's logo, taglines and certifications.
-
Displays the quote information: Quote #, Assembly ID, Published and Expiration Date. Your customer will refer to this area when referencing this quote.
-
This area is the customer information. It displays: Customer Name, Phone, E-mail, Company Name and Address. In order for all information to be complete, it must be populated correctly when creating the RFQ.
-
In the footer, you will see who from your company submitted the RFQ.
-
NRE's (if any) will be displayed here.
-
Terms & Conditions will be standard for all your quotes. They can be configured to your specifications. In the left side bar under 'Configuration,' choose 'Company Details.' Click the icon under T&C. Here you can edit your terms and conditions. Be sure to 'Save' before closing.
Note: This version can also be displayed without the Labor, Material and Fab columns. You will have the option for both the regular report and the Detailed quote report.