Comprehensive Quoting Guide

A comprehensive overview of the quoting module features in ActionFlow

 

Table of Contents

Intro (00:00)
Quote Wizard/Assigning Roles (03:00)
Area Module (04:48)
Creating Tops (05:30)
Duplicating Areas and Jobs (8:08)
Merged and Saved Layouts (11:38)
Revising an Area (13:36)
Changing from SqFt to Slab (15:13)
Revision Comparison(16:45)
Choosing a Revision (17:50)
Markups, Discounts and Options (18:15)
New Fab Layout (20:30)
Adding Slab Images (21:55)
Adding Fab Notes (25:12)
Custom Alternatives (26:05)
Adjust to Target (27:23)
Quote Date, Status, Etc. (28:06)
Line Items (28:28)
Adding SKUs in the Quote (32:00)
Adding a Second Edge (33:16)
Extracting Splash (34:09)
Duplicating Tops (35:00)
Top List Features (36:24)
Squared Radius and Rectangle (39:26)
Dimensions Inside vs. Outside (41:15)
DXF File Imports (42:38)
Advanced Features and Q&A (59:00)
Fab Layout with Seams (1:01:00)
Importing DXF with Edging (1:08:00)
Ellipses and Circles (1:15:00)
Hourly Cost Definitions and Cost/Scheduling based on Time Required (1:19:20)
Cost per job reporting (1:28:00)
Solid Surface and Cultured Marble (1:40:00)
Top Labels (1:51:00)