Quoting and Contract Management

What It Does

The Quoting and Contract Management feature in SignTracker streamlines the creation, customization, and delivery of quotes and contracts to clients. It ensures that all pricing, terms, and branding are accurate and professional, while allowing flexibility to meet individual business needs.

Video: SignTracker Quoting
Video: Contract Setup
Webinar: Quoting Jobs in SignTracker

Why It’s Important

• Professional Presentation: Enhances your brand image with consistent, polished documents.
• Revenue Accuracy: Automates precise calculations for materials, labor, and other costs.
• Customization: Allows for tailored terms, titles, and branding to match your business requirements.

How It Helps

• Boosts Sales: Quickly generates professional quotes, improving response times and client satisfaction.
• Reduces Errors: Ensures accurate pricing and terms, minimizing misunderstandings.
• Saves Time: Simplifies repetitive tasks with customizable templates.

Step-by-Step Instructions

1. Set Up Contract Look and Feel:
   • Navigate to Setup > Settings > Contract Settings.
   • Adjust the following:
     • Title: Customize the contract title (e.g., "Sign Quote" to "Sign Bid").
     • Deposit Terms: Change the default deposit requirement (e.g., 50% or 0%).
     • Terms: Replace the default terms with your preferred text by copying and pasting your custom content.
     • Logo: Upload and resize your logo to align with your branding.

2. Create a Quote:
   • Open a job and navigate to the Quotes tab.
   • Click New Contract and choose a template:
     • Master Template: Build a custom quote from scratch.
     • Prebuilt Template: Use a standard template for recurring services or products (e.g., banners).
   • Add line items:
     • Materials
     • Labor
     • Formula Items (predefined services or products).
3. Customize the Quote:
   • Adjust quantities, markup percentages, and descriptions for each line item.
   • Include detailed terms and conditions if not already preloaded.
4. Send the Quote:
   • Save and preview the completed quote.
   • Send it to the client via email using the Email Quote option.
   • Alternatively, download the quote as a PDF for offline sharing.
5. Converting Quotes to Contracts:
   • After client approval, convert the quote into a contract within the same job.
   • Edit or add any additional terms before finalizing and sending the contract for signature.

Pro Tips

• Regular Updates: Periodically review and update material and labor rates to reflect current costs.
• Detailed Descriptions: Use clear and concise language to minimize client misunderstandings.
• Consistent Branding: Ensure your logo and terms are aligned with your business identity for all documents.
• Flexible Terms: Customize deposit requirements and terms to match your standard business practices.

Streamline Revisions: Save commonly used templates for quick access to frequently quoted items or services.