Quote Management
All quotations must be created, verified, approved, and sent correctly using QuickBooks.
🧾 QuickBooks Quotation
All quotes must be created and managed through QuickBooks.
- Use correct client profile
- Use correct products/services
- Check pricing before sending
👤 Client Details
Client information must be captured properly before quoting.
- Company / client name
- Phone number
- Email address
🏷️ Tags & Classification
Every client must be categorised for tracking and reporting.
- Business category tag
- Location tag
- Correct client type where applicable
📐 Specification Check
Quotes must be verified against client requirements before sending.
- Correct item/service
- Correct size and quantity
- Correct material and finishing
✅ Director Approval
All quotes above R5,000 require Director approval before being sent.
- Submit quote for review
- Wait for approval
- Only send once approved
📤 Sending Quotes
Quotes sent by WhatsApp must also be emailed to the client.
- Send via WhatsApp where needed
- Email the same quote
- Record follow-up in CRM
Quote Management Rules
- All quotations must be prepared in QuickBooks only.
- Client name, company name, phone number, email, business category tag, and location tag must be captured correctly.
- Every quote must be checked against the client’s requested specifications before sending.
- Quotes above R5,000 must be submitted to the Director for approval before sending.
- Quotes sent through WhatsApp must also be emailed to the client for proper record keeping.
- All quote follow-ups must be recorded in Jetpack CRM.
Approval Rule:
No quote above R5,000 may be sent to a client without Director approval.
No quote above R5,000 may be sent to a client without Director approval.
Capture it correctly. Verify it properly. Send it professionally.