Simple Price Quote
- App Store Info
DescriptionThis iPad only app is for creating a price quote when on the go! Easy to setup and use!
SETTING UP COMPANY INFORMATION:
Open up the app, and fill in your company information, tap on “Change Defaults” to start and tap on "Save" when you are finished. This information will be displayed on each price quote. You can change this information later by tapping on the "Change Defaults" button.
The following fields can be edited: Company Name, Company Slogan, Address 1, Address 2, Phone Number, Fax Number (some users change this to website address or e-mail address), Quote Number, Company Policy 1, Company Policy 2, and Sales Tax (some countries prefer other naming instead of “Sales Tax”). Tap on the “Save” button when you are done editing the defaults.
NOTE: If you change the company information it will only appear on future quotes.
ADDING A LOGO:
Your logo file should be named “logo.png” NOTE: lowercase spelling and PNG format. If you don’t know or you aren’t sure how to change the format of your logo file, you need to contact your graphics designer. NOTE: YOU CANNOT CHANGE THE FORMAT BY SIMPLY RENAMING THE EXTENSION TO PNG. A logo designed with 100 x 100 pixels works best. You can use the default logo if you like.
Connect your iOS device to your computer. Open up iTunes. On the left column select your iOS device and then click on the “Apps” near the top of the right hand pane. Scroll down to the bottom and from the “File Sharing” section on iTunes, choose “PriceQuote”. Click on “Add” and choose the your logo.png and when iTunes prompts select to overwrite or replace the file.
CREATING A NEW QUOTE:
Tap on the "New" quote button and fill out your customer information, and ship to information. Next, fill out the quantity, description, and unit price. Simple Price Quote will calculate the subtotal. Finally fill out the sales tax percentage and any shipping and handling charges. If you do not have any of these charges you should enter in a zero for “Sales Tax” and a zero for “Shipping & Handling”.
USING YOUR IOS ADDRESS BOOK:
Tap on “Address” button next to “To” and/or “Ship To” above where you would input the customer information and you can then select a contact to have the customer information auto fill from the iOS address book.
NOTE: Line #10 is for any labor services only this is used when sales tax is not calculated against a labor charge. If your state does not charge sales tax on labor then use this line. If your state does charge sales tax on labor use one of the other nine item lines. If you are unsure of which method to use, you should contact a CPA.
When your quote is complete, you tap on save. At this point if you like to, you can e-mail a copy of the quote that was created so your customer will have a digital copy. No more misunderstandings due to bad handwriting!
Once you have more than one quote, you can conveniently scroll between quotes using the "Next" and "Previous" buttons. These buttons will not function if you are in the middle of creating an invoice or editing an existing invoice.
You can edit an existing quote by navigating to an existing quote, tapping on the "Edit" button. You can edit any inputted data field EXCEPT the invoice number, and your company information. When you are done editing, tap on the "Save" button.
NOTE: YOU CANNOT EDIT THE BASIC FORM OF THE QUOTE ITSELF, the words quantity, description, and unit price cannot be changed.