Experience Level: Intermediate
I run a custom install AV business and am spending tooooooo long putting quotes together, copy/paste etc etc. I am looking to have a master price list and a quote template that is linked to it. Master price list is important because jobs priced in Jan might not install until Dec and prices change. Currently a quote is created by creating a parts list and then hiding cells that are not needed for the quote, see attached. 90% of suppliers can supply their price lists in excel format. Once the quote is completed i then copy and paste as a pdf into a word document with covering letter, related literature and t&c\'s.
Ben H.0% (0)
24 Sep 2018
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