The New quote dialog creates a quote, with or without a customer document. Open it with + New quote at the top right of the Quotes page. The dialog has two steps, shown as a stepper: 1 Upload, 2 Details & template.
The quote template chosen in step 2 fixes the quote's pricing method for life; see C3.2 Setting the pricing engine.
Step 1 — Upload
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RFQ or item list — the customer's request for quotation or item list. Optional. PDF, Excel (.xlsx) and Word (.docx) files are accepted. As the dialog says: "Upload is optional — drop the customer's RFQ to auto-extract line items, or leave it empty to start blank and add them in the builder."
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Short name — a name you will recognize the quote by, for example "Severn heating refit". Optional.
When a file is attached and you select Continue, Vertibid reads it and shows its progress — File uploaded, Extracting quote name, Identifying customer, Reading due date — then opens step 2 with the details prefilled. If the document cannot be read, step 2 opens for you to fill in the details yourself.
Step 2 — Details & template
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Quote name — required for a blank quote; optional when a document is attached (leave it blank to use the document name).
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Customer — search your customer list and select one. Optional. If the name read from the document matches an existing customer, the field says Matched. If not, add it as a new customer from the search results, choosing the region (UK, US or UAE) — the customer is saved to your Customers list — or select Use a one-off name instead to type a name without saving a customer. A quote with a one-off name carries no customer address, so the printed quotation has none.
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Quote template — under Choose template. Each template shows its pricing method, currency and whether waterfall costing or the profitability layer is on.
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PDF quotation — the document template. Defaults to your default template. If none exists, the field reads "No PDF quotation templates yet — create one under Templates"; the quote can be created but not printed until a document template exists (see C3.4).
To start a quote from a customer's request
Before you begin
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You have the customer's request for quotation as a PDF, Excel or Word file.
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At least one quote template exists; see C1.3 Before your first quote.
Procedure
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In the left navigation, select Quotes > My quotes.
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Select + New quote.
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Under RFQ or item list, drop the file or select the area to browse for it.
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In Short name, enter a name for the quote.
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Select Continue and wait while the document is read.
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On Details & template, check the Quote name and Customer and change them if needed.
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Under Choose template, select the Quote template and the PDF quotation.
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Select Create quote.
The quote opens on its Quote builder tab. Its line items are extracted and matched in the background; watch the progress on the Material Match tab, then review the matches (C2.6). On the Quotes page the quote appears as v1, status Draft.
To start a blank quote
Procedure
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In the left navigation, select Quotes > My quotes.
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Select + New quote.
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Leave RFQ or item list empty and select Continue.
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Enter a Quote name.
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Select the Customer, the Quote template and the PDF quotation.
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Select Create quote.
The quote opens on its Quote builder tab with no lines. Add lines from the catalog; see C2.3 The quote builder.