---
title: "Raising a new quote"
canonical: "https://support.servissoftware.com/space/SERVISDOCS/3473801230/Raising%20a%20new%20quote"
format: markdown
---
Quotes can be raised quickly and easily for existing and new customers alike. New customers can be entered into the system directly while taking the initial call, ensuring interactions are recorded from the very first contact.

### 1. Click on 'Quotes'

### 2. Click on 'Create quote'

### 3. Select an exiting customer or add a new one directly.

Customers can be added straight from the create screen for future usage. Allowing direct entry when talking on the phone with a prospect. Track customer relationships from the very first contact

### 4. Click on 'Add customer '

### 5. Select the type of customer

Individual customers are typically a single premise business or person. A Company may have multiple sites, each with different job requirements.

### 6. Click on 'Next'

### 7. Enter a email for the new customer.

This allows for quotes & invoices to be sent to a different address than the primary contact. Allowing for situations such as a site manager being the direct contact, while the accounting department receives any quotes or invoices

### 8. Enter a phone number for the customer

### 9. Enter the name of the primary contact

### 10. Enter the primary contact email address

### 11. Specify a company/individual name to address quotes and invoices to

### 12. Enter a billing address for the customer

### 13. Enter the address details of the customer

### 14. Enter the  number for the customer

### 15. Click on 'Save'

### 16. Confirm the customer has been added and selected for the quote

### 17. Select billable items applicable for the quote

### 18. Modify the billable item description as needed

This is what the customer will see as line items on the quote

### 19. Adjust the price of each line item on the quote

### 20. Add as many billable items as needed for the job

### 21. Enter any notes discussed with the customer

These notes will appear on the received quote

### 22. Enter any relevant internal notes

These won't appear on the received quote but are visible to internal staff to help communicate aspects of the work

### 23. Specify the start date the quote is prepared

This defaults to the current day and typically doesn't need to be modified

### 24. Specify an expiry date for the quote

### 25. Click on 'Save Quote'

### 26. Choose to send the quote immediately or save as a 'Draft'

Sometimes a quote may need internal approval before sending

### 27. Review the quote recipients & message content before sending

### 28. Click on 'Send quote'

### 29. Quotes can be approved (or rejected) immediately where applicable

Useful in situations when a customer decides instantly or calls back without approving the received email for any reason

### 30. Created quotes can be viewed from the main 'Quotes' page

The business may require internal approval before sending. The status of each can be easily monitored and approved/rejected by an authorised user