The Quote report is similar to the Proposal report, but with the following differences:

This report is also the default report assigned to the Quick Quote button.

The report that runs when this button is clicked can be changed via a Report Setting, e.g., if you create a custom report.

The following is the layout and the fields in the report.

Here, your company information and client information (project name, name, address, etc) are displayed. The colors of the graphic can be changed via report themes.

The header is followed by a Scope of Work section. If there is no scope of work for the project, then this section will not be displayed.

The Pricing Summary section, by default, lists the totals for Equipment, Labor, Tax, and then Grand Total.

If you have miscellaneous items in the project, they will be listed after the Sales Tax line since these are not taxed.

If you use price adjustments, they will be displayed in the Project Summary section.

You can customize the Pricing Summary section via the Report Settings in the Control Panel and the Report Definition feature.

You can change the wording of each of these adjustments via Report Settings.

You can choose to separate your Sales Tax from your Labor Sales Tax and change the wording of these fields via the Report Settings.

If you use the Discount field for products within a project, by default, they will not show here in the Project Summary section. You can display the discount here via a setting in the report definition.

You can change the wording of this field via Report Settings.

This section starts on a new page and lists the payment terms for the project. It also has some stock text and signature lines.

This section starts on a new page (this can be changed, see below), and it lists all of the products in the project.

The fields displayed are Qty, Manufacturer-Model, Short Description, and Price.

If you prefer not to display the Equipment Details section, this can be turned off by editing the parameter for the report definitions.

Here, the client name, date, and page number are displayed.

You have the option to append the following reports and options to the Quote report.

This option allows you to display change order history information for a project at the end of the report, before the signature lines.

This option allows you to display the service plan information associated with the project at the end of the report.

This option allows you to display GreatAmerica financing options.