Creating a Quote | ALLDATA

Creating a Quote

IMPORTANT - Before creating a quote for the first time, you must configure your Quote Settings.

 

From the Quote home page:
  1. Select + New Quote.

  2. Select the Vehicle Info section.
  3. Choose a vehicle by:

    • Searching Year, Make, Model, Engine, or VIN.
    • Selecting from the menu options.

  4. Include any additional vehicle information.

    • License Plate
    • State
    • Mileage

  5. Select the Customer Info section.

  6. Fill in customer contact and address information.
  7. Select the Add Item section to add items from any of the following categories:

    Catalog - Parts & Labor

    Custom Part

    Custom Labor

    Flat Fee

    Note

  8. Select line items to make any further adjustments.
  9. Save the quote.
  10. Print or email the Quote as a PDF file attachment.
    • Fill in the Email Address and include an optional Message.