How Do I Create an Estimate in the New Sales Experience?

Discover a comprehensive overview of the new sales experience, including all the amazing features it offers. Gain valuable tips and tricks to streamline your quoting workflow, making it easier and more efficient

1. Edit the page title by clicking on the pencil icon next to the page title section.
2. Toggle on the option to require customers to acknowledge this page.
3. Select if you would like to use a Summary (meaning that you would type the text you want into the text box) or a PDF.
4. Edit the text formatting, including adding bold, italic, and underlined text, numbered or bulleted lists, and adding links.
5. Use the Insert Token dropdown to insert a text short code (shown as ) that will automatically insert the indicated information when the estimate is sent. 
   1. Note that tokens cannot be customized, meaning that you must select from the dropdown and cannot create a token of your own.
6. Click the text box to add and edit content to your Terms and Conditions.

On This Page

• Cover Page
• Introduction 
• Inspection
• Estimate Details
• Signing & Upgrades
• Terms and Conditions 
• Warranty 

• Custom Pages 

Creating an Estimate

• From your Contact or Job, select the Financials tab.
• Click the Add estimate button and select the Layout that you would like to use from the sidebar.
  
• On the left-hand side, you will find a variety of pages that you can include when creating your estimate. To add or remove the pages in your template, toggle the pages off or on beneath Show/Hide.
  

---

Cover Page

The cover page will showcase your company logo and allow you to include a picture of the customer's home. You have the option to upload photos from your device or select from the photos associated with the Contact or Job in JobNimbus. Additionally, some users prefer to add a secondary logo to make their business stand out, such as a certification that they would like to highlight.

1. You can choose a name for the report and save it as a template or as part of a layout to expedite the process of creating estimates in the future.
2. The date will auto populate the current date but can be adjusted if needed by clicking into the field and updating it manually.
3. You have the option to upload a primary image, such as a picture of the customer's project, to add a personal touch to the estimate. These images can be easily accessed from the Job/Contact in JobNimbus, allowing you to showcase the specific project to your customer. You also have the option to include photos from your device if needed.
4. If you want to make a lasting impression on your customers, consider adding a second image to the title page. This could be a special certification or award that showcases your business as a trusted and reputable company. It's a great way to stand out from the competition and leave a positive impression on your customers. 
5. The information from the corresponding record in JobNimbus will automatically populate this field and can be updated here if desired.

---

Introduction

The Introduction page can be used for a high-level overview of the work that will be done, an "About Us" page, customer testimonials for your business, and any other information you would like your customers to have up-front.

Using the options on the Introduction page, you can: 

1. Use a template that you have previously created for your Introduction page.
2. Edit the page title by clicking on the pencil icon next to the page title section.
3. Edit the text formatting, including adding bold, italic, and underlined text, numbered or bulleted lists, and adding links.
4. Use the Insert Token dropdown to insert a text short code (shown as ) that will automatically insert the indicated information when the estimate is sent. 
   1. Note that tokens cannot be customized, meaning that you must select from the dropdown and cannot create a token of your own.
5. Click the text box to add and edit content on your Introduction page.
6. Click the save as template button to save the Introduction page you have created for future use.

---

Inspection

On the Inspection Page, you can include information about what was found during the inspection phase of a Job. 

On this page, you can:

1. Edit the title of your Inspection page by clicking on the pencil icon.
2. Edit the Section title.
3. Remove a Section.
4. Change the layout style of the photos and description section by clicking the Change button. 
   1. From here, you can select from the available page styles as shown below. Be sure to select Save to save your selection.
      
      
5. Add photos by uploading them from your device or adding them from your Job or Contact.
   
   1. Click and drag the six dots on the left of an item to reorder your photos.
6. Add a description of the item.
7. Add an additional photo.
8. Add an additional section.

---

Estimate Details

The estimate details section is where you can provide the details of the estimate for the work you are proposing to the customer. With SumoQuote,  you have the option to include up to three estimates, allowing for a comprehensive quoting experience that includes good, better, and best options. This feature also makes it easy to estimate multiple trades within the same estimate, streamlining the entire process for you.

1. You can have a maximum of 3 estimate tabs. This can be used to show a good/better/best estimate or multiple trades such as a roofing/siding/gutters estimate to customers. 
   1. To do a good/better/best estimate you can use the option to "include all items from" eliminate needing to do any double entry. 
2. Toggle this option to hide sections. This can be used to hide line items that you do not wish your customers to see. 
   1. Note: You must have at least two sections in order to use the Hide function.
3. Line item details will sync in from your Products and Services in JobNimbus Settings. Items can be easily reordered by clicking the menu to the left of the item and dragging it into position. 
4. Additional items are added by selecting the "Add item" button
5. New sections are added by selecting "Add section".
   1. If you have previously saved estimate details templates, a new section can be included from a saved template as well. 
6. Profit margin represents what percentage of sales has turned into profits. Simply put, the percentage figure indicates how many cents of profit the business has generated for each dollar of sale. The profit margin slider works by following these steps:
   1. Determine a New Profit value from the existing cost and the newly selected margin value.
   2. Determine the Profit Percent Change using New Profit / Old Profit.
   3. Multiply the margin values on each line item by the Profit Percent Change to get a new margin for the item.
   4. Recalculate the Total Price for each item.

---

Signing & Upgrades

The authorization page is where your customer will add their signatures to the estimate. This page is where you can include additional upgrades that you would like to offer to your customer. It presents a great opportunity to enhance the scope of the job without any hassle.

1. Enter any Disclaimers that you want your customer to be aware of.

2. Add a Section Title  for your Upgrades section. 

3. Add Items to your Upgrades section.
4. Adjust your Profit Margin.
5. Add a Deposit amount. 
6. This section will auto-populate the Primary Contact's information, which you can edit if needed by clicking into the text field.
7. Add additional signers (up to four).
8. Add Footer Notes if desired.

---

Terms and Conditions

The Terms and Conditions page is where you can clearly define the expectations and boundaries for your customers, as well as minimize legal risks for your company. 

On this page, you can:

1. Edit the page title by clicking on the pencil icon next to the page title section.
2. Toggle on the option to require customers to acknowledge this page.
3. Select if you would like to use a Summary (meaning that you would type the text you want into the text box) or a PDF.
4. Edit the text formatting, including adding bold, italic, and underlined text, numbered or bulleted lists, and adding links.
5. Use the Insert Token dropdown to insert a text short code (shown as ) that will automatically insert the indicated information when the estimate is sent. 
   1. Note that tokens cannot be customized, meaning that you must select from the dropdown and cannot create a token of your own.
6. Click the text box to add and edit content to your Terms and Conditions.

---

Warranty

On the Warranty page, you can include warranty details to reassure the customer, specify duration and any limitations, and protect your company by setting clear expectations.

On this page, you can:

1. Edit the page title by clicking on the pencil icon next to the page title section.
2. Add a Warranty start date.
3. Add Warranty details.
4. Add a thank you note to thank your customers for choosing your company.
5. Add a signature.
6. Enter the signee's name and company title.

---

Custom Page

You also have the option to add custom pages to further personalize your estimates. This feature allows you to include any additional information or content that is relevant to the specific project or customer.

1. You also have the choice to designate a custom page as a required step for customer acknowledgment. Along with any other necessary pages, customers will be prompted to confirm that they have viewed the page before signing.

2. File Types:
   1. PDFs from Job/Contact: This option allows you to pull PDFs in from PDFs that have previously been uploaded to a Job or Contact.
   2. Sales PDFs: These are PDFs that are accessible to your team. A highlighted border will indicate the file that you have selected.
   3. Singe Use PDF: This feature allows you to include relevant documents from your device providing a comprehensive and personalized estimate experience for your customers.
   4. Text Page: You can add a Text Page and personalize it by using tokens to autofill details from your customer in JobNimbus. Additionally, you have access to simple font editing tools that allow you to customize the appearance of this page according to your preferences.

• Once you are satisfied with your estimate, select Review and Share to send it for signatures or to sign right away.
  
  

• • This will show you a PDF preview of the report so you can see how it will look for your customer.

• • The estimate will be saved as a Draft in the Financials section of the parent Job until it is sent for signing or until signatures are applied.