5 min
How to create your first quote
Services, PDF, and follow-up — even if the client or car is still TBD.
How to do it
- 1In Quotes, tap New quote.
- 2Client: pick an existing one, create a new one, or leave it TBD.
- 3Vehicle: pick one from the garage or Vehicle TBD (quotes only).
- 4In Services add at least one catalog item or a custom line. The wizard will not continue without it.
- 5In Terms, check validity, branch, and an optional agent.
- 6Review, save, and send. The client can open it on web or the app and download the PDF.
Tips
- If you are quoting a car that is not in the garage yet, use vehicle TBD instead of creating it.
- GIA can also build alternatives in chat; you then save them here.