Quote Wizard
Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.
This wizard can quickly create new quotes. The process has 3 steps:
1. Select the client for which you want to create a new quote.
You can open the New Client Wizard from this window as well.
2. Enter the basic quote data (name, client PM, and timeline)
3. Create the quote’s Draft Jobs (see Draft client Job for details). Select the Discounts, markups and taxes, if any.
See also: