📄 Quotations Guides
📲 Add a Callout Fee to a Quote
Callout fees let you account for extra service-related costs—such as travel time or emergency responses—right on your quotes. By configuring...
📃 Add a Checklist to a Quote
Checklists in Ascora give you a high-level workflow that team members can follow before finalizing a quote. By organizing essential tasks or...
📎 Add Attachments to a Quote
With Ascora, you can attach files of various types—such as photos, PDFs, or contracts—directly to quotes, keeping all related documents easi...
ℹ Add Details to a Quote
Whether you’re quoting a simple one-off service or a complex, multi-stage project, Ascora’s quoting tool makes it easy to provide accurate,...
🔨 Add Supplies to a Quote
When creating or editing a quote in Ascora, you may need to include various supplies, pre-packaged kits, or one-off items. Ascora’s Supplies...
📃 Creating a Quote from a Template
In Ascora, you can streamline your quoting process by using pre-defined Quote Templates . Instead of building each quote from scratch, simpl...
📩 Generate and Send a Quote
Ascora provides a range of options for getting quotes to your customers—whether that’s via email, SMS, or by downloading a PDF to share thro...
➕ How to add Inclusions and Exclusions to Quotes
In Ascora, you can streamline your quoting process by defining common inclusions (items or services typically covered) and exclusions (items...
💲 How to Add Labour Charges to a Quote
In Ascora, accurately capturing labour charges is essential for creating transparent and professional quotes. Labour charges can be customiz...
📀 How to add Optional Items on a Quote
Including optional supplies in your quotes is a great way to provide customers with additional choices while maintaining a clear and profess...
📊 How to Apply a Discount on a Quote
Offering discounts on quotes is an effective way to provide value to customers while maintaining a clear and transparent pricing structure....
🎉 How to Make Changes to a Quote That Has Already Been Marked as Won
Step 1: From within the job , select the associated quote. Alternatively, open the Quotes tab from the menu and filter down to Won Quotes to...
🚫 Mark a Quote as Lost
When a customer decides not to proceed with a Quote, Ascora allows you to preserve the Quote in the system by marking it as "Lost" instead o...
🔎 Online Quote Viewing and Acceptance
Providing customers with the ability to view and accept quotes online enhances convenience and streamlines the approval process. In Ascora,...
📄 Quotations Guides
Producing professional, accurate quotes is essential for winning business and maintaining clear communication with your clients. Ascora’s co...
🏆 Quote Pipeline
The Quote Pipeline in Ascora empowers you to define a structured and customizable process for managing quotes before they are marked as won...
🔎 Search for an Existing Quote
The Quotes List in Ascora is designed to help you quickly find and manage all your quotes with ease. Whether you're searching for a specific...
➡ Convert a Quote to a Job
Converting a Quote to a Job in Ascora ensures a smooth transition from the quoting phase to project execution. Once a customer accepts a Quo...