Free with Profit Tools is a Custom Quote Template. If you would like to further customize the Quote Template, please call Profit Tools Technical Support. You can use the Report Viewer or Document Selection Window to display/print your custom quote.
You can use a modified custom delivery receipt template to take advantage of the shipment Quote status.
You can design a quote template similar to the one shown here.
Then instead of selecting a delivery receipt template, select the quote template.
Profit Tools then populates the Quote template with the quoted shipment information to create a Quote sheet.
You can save, print, fax, or e-mail this Quote Sheet to your customer, or you can save the TMP as a QUOTE and build a quote library in Profit Tools. When you need to search for a quote for a customer, simply use the detail match option from the search screen combined with a status of QUOTED and a bill to name to match the customer name.
Header and footer information can be customized as the user sees fit.
The template uses a method of item tags when populating the template with data from the shipment/ quote.
There are many more item tag fields available for use other than what you see in the template above.
For a complete list of Item tags please contact your Profit Tools sales representative.
Please inquire about scheduling instructional time on how to create your own quote template or if you prefer a Profit Tools representative can create a quote template from your existing document.