Thanks to FlexiQuote, a new feature available in our Flexi sign making software generating a quote for new sign jobs is quick and easy. All you need to do is open the FlexiQuote tool, click “New Quote”, and follow steps one through five. This tool makes it incredibly simple to provide customers with accurate estimates that account for materials and labor as well as additional fees and discounts. This new feature is highlighted in our Youtube video:
Step 1 – Add Items
In the first step, you will add the item that you are creating, the size and additional detals , such as grommets. This step is also where you will input labor details, such as production time and design. Once you’ve entered all this information, click “Continue” to proceed to the next step.
Step 2 – Commissions/Discounts
The second step is “Commissions/Discounts.” Here is where you will add sales commissions and other markups. You can also add discounts in this step.
Step 3 – Extras
“Extras” can be added in the third step. This is where you can add extra things to your estimate, such as permits. You can add as many extras as necessary.
Step 4 – Taxes
Step 4 is where you add sales tax to your estimate.
Step 5 – Summary
The final step is the “Summary” step. Here, you will name the quote and add any necessary notes and details. This is where you can make notes on the type of material that needs to be used or anything else you want to remember about the quote.
After completing the fifth and final step, click “Save and Finish.” You will then be provided with a detailed estimate that you can share with your customer. Saved quotes can be pulled up and viewed again at any time.
FlexiQuote is available in the Cloud Window in Flexi v11 and v12. The tool comes preloaded with pricing and materials, but these can be customized to meet the particular needs of your shop. SAi Flexi sign making software is designed to be simple and easy to use to save sign making shops time and money. To learn more about FlexiQuote and other powerful tools available in Flexi software, please contact SA International today by calling 801-478-1900.