New quote

Enter a customer ID to start a new quote.

Customer ID

Name *

Postcode (opt)

Address *

City (opt)

Phone (opt)

Contact first name (opt)

Contact last name (opt)

Contact email (opt)

Parts Stock Orders Kits Suppliers Supplier Audits TTT

Basecamp Projects Project Activity Sync Admin Legacy Projects Legacy Board

Customer List Quote App Quote List Contacts Emails - Enquiries Action List Leads

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AR - All AR - Cust.Invoice List Worldpay GoCardless Cheques Remittances Emails - Accounts Xero Bills Unallocated Cash

Levels EFACS Browser CAD Where Used EFACS Where Used EFACS Contracts Price List Gate Xero Reconcile Queue Xero Posted Bank Tx Xero Bills TrueLayer Barclays Feed Holiday Bookings View As CTA - 01: Template Sandbox CTA - 02: Reallocation to Customer CTA - 03: Prepayment to Invoice Report Templates Business Wiki Supplier Invoice Audit Supplier Invoice Ingest Supplier CH Monitor Env Auto Customer Emailer

Categories Part Groups Alton Road Users Paragraphs Templates Template Groups Quote Types Quote Likelihood Region Plans Job Priorities Invoice Priorities Admin Responder Pages Depots Engineer Payroll Holiday Year Start Terms Project Status Supplier Types Stops Credit Terms Onsite Job Exclusions Report Emails Upstream Email Policy Sales-Calls Workflows Workflow Notifications Business Truth Business Wiki Mailcow Attachment Repair Triage - Safe/Unsafe Exchange Spam Sync All Staff Reconciliation RingCentral Email Triage Config Action Rules Action Workflows Supplier Invoice Ingest Supplier Invoice Audit Supplier CH Monitor Basecamp Projects Internal Email Rules Calls Rules Sync

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Customers

1

ST	Name	Address	Postcode	Email	Contact	Phone	Owner	Action
4197394	Yorkshire Septics	5 Hull Road, Kexby, York, YO41 5LA	YO19 5LA	elliott.king@yorkshireseptics.co.uk	Elliot King	—	—	Quote

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Bulk Create Report

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Name *

Postcode (opt)

Address *

City (opt)

Phone (opt)

Contact first name (opt)

Contact last name (opt)

Contact email (opt)

Adding site for customer: -

Site name *

Postcode (opt)

Address *

Address complement (opt)

Contact name (opt)

Contact email (opt)

Contact phone (opt)

Contact mobile (opt)

Bulk Create Schedule Quotes

Upload a CSV with CustomerID and optional SiteID. Each valid row creates a blank draft quote and tags it locally as Schedule.

Expected header example: CustomerID,SiteID

CSV file

The upload runs server-side, validates customer/site links first, then creates quotes one by one with rate limiting.