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Add the Name of the project
and Description
If you have employees costs, you can add them here
The employees rates will feed in automatically
If there are no employees, just add your time and rate or leave blank
on the right handside you can see your rate
the total quote you gave the client
your potential profit
and your profit margin on this project
This is an excellent way to make sure your quote is profitable
You can write a note to client
and detail the Quote Breakdown you want the client to see
Once finished you can 'Add' the Quote
You can also save the Quote as a template for future use
This is the Quote you have just created
You can Edit/Delete the Quote from this screen
Using the Quote tool will give you a better idea about how profitable your Quotes are
Clients with online access will be able to see the Quote Breakdown only, in their Client View screens