[\/et_pb_text][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n
What can Teamogy help to sort out in your company?<\/h5>\n\n- Quotations can be created directly in Teamogy – there is a single way of creating quotations for the entire company.<\/li>\n
- Easy budgeting of individual company\u2019s positions and external costs.<\/li>\n
- Every quotation shows planned margin.<\/li>\n
- The possibility of quotation approvals – you have quotations under fully control before they leave the company.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_text _builder_version=”4.7.7″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” header_6_line_height=”1.3em” custom_margin=”||40px||false|false” locked=”off”]<\/p>\n
A specific example:<\/h6>\nCreate a sales quotation for a new job.<\/strong><\/span><\/h6>\n[\/et_pb_text][et_pb_tabs _builder_version=”4.7.7″ body_font=”|300|||||||” border_width_all=”0px”][et_pb_tab title=”1. Creating a sales quotation for the client” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Quotation-from-JOB.png\")
<\/span><\/a><\/div>\n\nOnce we are sure what the client wants, we can prepare Sales quotation.<\/p>\n
The Sales Qutation created from the job cointains predefined data like the name of Quotation, Client and so on.<\/p>\n
Note: Columns which are in the grey colour are not visible in the print form.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][et_pb_tab title=”2. Budgeting of work and external costs” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Quotation_s2.png\")
<\/span><\/a><\/div>\n\nEasily create a Sales Quotation that contains internal work and also external costs.<\/span><\/p>\nDo not forget to include the purchase price (Cost\/1) of the external costs. I<\/span>t is the only way how to plan and manage the external costs.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][et_pb_tab title=”3. Internal approval of sales quotation” _builder_version=”4.7.7″]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Quotation_Approve.png\")
<\/span><\/a><\/div>\n\nThanks to internal approval workflows, you can have selected quotations (by various criteria) under fully control. <\/span><\/p>\nFeel confident that creating a quotation is teamwork and estimated hours and costs are well estimated.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][et_pb_tab title=”4. Sending to the client and their approval” _builder_version=”4.7.7″]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-02-02-at-9.41.25.png\")
<\/span><\/a><\/div>\n\nA sales quotation is primarily intended for the client, so its design is very important.<\/span><\/p>\nPrint the quotation or download it as PDF document, including a customized header with your logo.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n
How to try everything directly in the system:<\/h5>\n\n- Create the sales quotation and divide to two categories – internal work and external. For the internal positions specify the sales hourly work rate. Then a<\/span>dd purchase prices, as well as the margin for each of external costs, too.\u00a0<\/span>Print the Quotation or download it as a PDF.<\/li>\n
- We have mentioned before that Quotation is connected with the job, so do not forget to look into the job, how the approved Quotation affects the job. You can see all budgeted amounts of the job and you are ready to start executing and managing your job.<\/li>\n
- A detailed manual can be found here:
<\/span>How to create Quotation in Teamogy.<\/a><\/li>\n<\/ul>\n[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”3.27.4″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” custom_margin=”-20px||40px” disabled=”on”]<\/p>\n
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A specific example:<\/h6>\nCreate a sales quotation for a new job.<\/strong><\/span><\/h6>\n[\/et_pb_text][et_pb_tabs _builder_version=”4.7.7″ body_font=”|300|||||||” border_width_all=”0px”][et_pb_tab title=”1. Creating a sales quotation for the client” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n<\/span><\/a><\/div>\n\nOnce we are sure what the client wants, we can prepare Sales quotation.<\/p>\n
The Sales Qutation created from the job cointains predefined data like the name of Quotation, Client and so on.<\/p>\n
Note: Columns which are in the grey colour are not visible in the print form.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][et_pb_tab title=”2. Budgeting of work and external costs” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n<\/span><\/a><\/div>\n\nEasily create a Sales Quotation that contains internal work and also external costs.<\/span><\/p>\nDo not forget to include the purchase price (Cost\/1) of the external costs. I<\/span>t is the only way how to plan and manage the external costs.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][et_pb_tab title=”3. Internal approval of sales quotation” _builder_version=”4.7.7″]<\/p>\n
\n<\/span><\/a><\/div>\n\nThanks to internal approval workflows, you can have selected quotations (by various criteria) under fully control. <\/span><\/p>\nFeel confident that creating a quotation is teamwork and estimated hours and costs are well estimated.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][et_pb_tab title=”4. Sending to the client and their approval” _builder_version=”4.7.7″]<\/p>\n
\n<\/span><\/a><\/div>\n\nA sales quotation is primarily intended for the client, so its design is very important.<\/span><\/p>\nPrint the quotation or download it as PDF document, including a customized header with your logo.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n
How to try everything directly in the system:<\/h5>\n\n- Create the sales quotation and divide to two categories – internal work and external. For the internal positions specify the sales hourly work rate. Then a<\/span>dd purchase prices, as well as the margin for each of external costs, too.\u00a0<\/span>Print the Quotation or download it as a PDF.<\/li>\n
- We have mentioned before that Quotation is connected with the job, so do not forget to look into the job, how the approved Quotation affects the job. You can see all budgeted amounts of the job and you are ready to start executing and managing your job.<\/li>\n
- A detailed manual can be found here:
<\/span>How to create Quotation in Teamogy.<\/a><\/li>\n<\/ul>\n[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”3.27.4″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” custom_margin=”-20px||40px” disabled=”on”]<\/p>\n
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[\/et_pb_text][et_pb_tabs _builder_version=”4.7.7″ body_font=”|300|||||||” border_width_all=”0px”][et_pb_tab title=”1. Creating a sales quotation for the client” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
<\/span><\/a><\/div>\nOnce we are sure what the client wants, we can prepare Sales quotation.<\/p>\n
The Sales Qutation created from the job cointains predefined data like the name of Quotation, Client and so on.<\/p>\n
Note: Columns which are in the grey colour are not visible in the print form.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][et_pb_tab title=”2. Budgeting of work and external costs” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
<\/span><\/a><\/div>\nEasily create a Sales Quotation that contains internal work and also external costs.<\/span><\/p>\n Do not forget to include the purchase price (Cost\/1) of the external costs. I<\/span>t is the only way how to plan and manage the external costs.<\/span><\/p>\n<\/div>\n<\/div>\n [\/et_pb_tab][et_pb_tab title=”3. Internal approval of sales quotation” _builder_version=”4.7.7″]<\/p>\n Thanks to internal approval workflows, you can have selected quotations (by various criteria) under fully control. <\/span><\/p>\n Feel confident that creating a quotation is teamwork and estimated hours and costs are well estimated.<\/span><\/p>\n<\/div>\n<\/div>\n [\/et_pb_tab][et_pb_tab title=”4. Sending to the client and their approval” _builder_version=”4.7.7″]<\/p>\n A sales quotation is primarily intended for the client, so its design is very important.<\/span><\/p>\n Print the quotation or download it as PDF document, including a customized header with your logo.<\/span><\/p>\n<\/div>\n<\/div>\n [\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n [\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”3.27.4″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” custom_margin=”-20px||40px” disabled=”on”]<\/p>\n Related articles<\/p>\n [\/et_pb_text][et_pb_post_slider include_categories=”82″ disabled_on=”on|on|on” _builder_version=”3.21.4″ disabled=”on”][\/et_pb_post_slider][et_pb_divider disabled_on=”on|on|on” _builder_version=”3.21.4″ disabled=”on”][\/et_pb_divider][et_pb_blurb title=”Get in Touch” use_icon=”on” font_icon=”%%85%%” icon_color=”#ff4c00″ icon_placement=”left” content_max_width=”100%” _builder_version=”4.7.7″ _module_preset=”default” header_level=”h5″ header_text_align=”left” header_text_color=”#ff4c00″ body_font=”|300|||||||” body_text_color=”#000000″ background_color=”#ededed” background_enable_image=”off” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px|20px|40px|false|false” hover_enabled=”0″ border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ locked=”off” sticky_enabled=”0″]<\/p>\n<\/span><\/a><\/div>\n<\/span><\/a><\/div>\nHow to try everything directly in the system:<\/h5>\n
\n
<\/span>How to create Quotation in Teamogy.<\/a><\/li>\n<\/ul>\n