Add Price Quote Template Digital Sign with airSlate SignNow

Add signatory Printing Quotation

[Music] hey everyone this is joe with sign tracker welcome to today's webinar in this webinar we're going to discuss quoting in sign tracker quoting your sign projects so i'm pretty excited about this webinar because this is all of our newest latest and greatest tools in the quoting system in sign tracker so in this video i'm going to be covering how to quote within a job and also how to do the setup of the quoting and there's some other videos you can watch on setting up for the quoting as well that are shorter so anyway in sign tracker you first have to start a job so if a customer calls in and they want a quote on something you simply go new job and then it opens up the job i'm not going to torture you to watch me type so i'll open up an existing job you would actually get this screen here you can type in the job name a description uh you can type ahead it'll pull the client's information from the contact section automatically fill everything in this is what's going to go on the contract and then of course this is all part of just setting up for the job it's a product or service who the project manager is etc you don't have to fill any of that out to give a quick quote to a customer as long as you just start the job it's probably a good idea to put a little description in and capture the customer's information can always come back and fill this out later so we save the changes and it creates this job and of course you're probably not going to have a due date and it's going to land in the first column in the first spot of the job flow board and so now you have your new job so and that takes all of about two seconds to set up a new job and then once the new job set up you basically go to quote worksheet and just as a side note in sign tracker everything is set up as a new job first because there's so many things you have to do to a job whether it's um collect the client's logo um do a design actually get some material quotes to do a job whatever i mean you might have some set pricing on things which is great if for a simple thing like a four by eight banner or coroplast signs or whatever and you can just shoot prices out pretty quick based on those types of things but if you don't get it the job for some reason the client goes with somebody else then all you got to do is just go to this here and you can do this on the job list or on the job flow board and just move this job to archived and it's a good idea to keep...