The Quote Management system in 3DQ allows you to create, view, edit, duplicate, and delete quotes. This guide explains how to effectively manage your quotes.

To access the Quote Management page:

1. Click on Quotes in the sidebar navigation

The Quote Management page displays a list of all your quotes with key information:

• Quote number
• Title
• Customer name
• Date
• Total cost
• Actions (View, Edit, Duplicate, Delete)

You can:

• Sort the list by clicking on column headers
• Filter by title, customer name, or quote number using the search box
• Click on a quote to view its details

To create a new quote using the Quote Builder:

1. Navigate to the Quotes section
2. Click the Create Quote button
3. Follow the step-by-step process (see Quote Builder)

To view a quote:

1. Find the quote in the list
2. Click on the quote or the View button (eye icon)

The quote view page shows:

• General information (title, customer name, date, quantity)
• Filament details and costs
• Hardware components and costs
• Print setup details and costs
• Labor breakdown and costs
• Financial summary (per-unit costs when quantity > 1, subtotal, markup, discount, tax, total)
• Actions (Edit, Duplicate, Delete, Generate Invoices)

To edit an existing quote:

1. Find the quote in the list
2. Click the Edit button (pencil icon)
3. Make your changes in the Quote Builder
4. Save the updated quote

The duplicate feature is useful for creating similar quotes without starting from scratch:

1. Find the quote in the list
2. Click the Duplicate button (copy icon)
3. A new quote will be created with the same details but a new quote number
4. You can edit the duplicated quote as needed

To delete a quote:

1. Find the quote in the list
2. Click the Delete button (trash icon)
3. Confirm the deletion

Note: Deleting a quote will permanently remove it and all associated data. This action cannot be undone.

From the quote view page, you can generate invoices:

1. Click Generate Client Invoice for a customer-facing invoice
2. Click Generate Internal Invoice for a detailed cost breakdown invoice

For more information, see Invoice Generation or Invoicing System.

Quotes are automatically assigned a number in the format {prefix}-{number}, where:

• {prefix} is the quote prefix configured in Settings (default: "3DQ")
• {number} is a sequential number padded with leading zeros

For example: "3DQ-0001", "3DQ-0002", etc.

To change the quote prefix:

1. Navigate to Settings
2. Update the "Quote Prefix" field

Quotes include several financial calculations:

The sum of all costs (filament, hardware, power, depreciation, labor).

A percentage added to the subtotal to determine the selling price.

markup_amount = subtotal * (markup_percent / 100)

A percentage reduction applied after markup.

discount_amount = (subtotal + markup_amount) * (discount_percent / 100)

A percentage applied after markup and discount (if tax rate is greater than zero).

tax_amount = (subtotal + markup_amount - discount_amount) * (tax_rate / 100)

The final price after all calculations.

final_total = subtotal + markup_amount - discount_amount + tax_amount

For more detailed information, see Calculations Reference and Tax Configuration.

1. Use descriptive titles: Make quote titles clear and descriptive
2. Include customer details: Always include accurate customer information
3. Document special requirements: Use the notes field for special instructions
4. Review before finalizing: Double-check all inputs and calculations
5. Archive instead of delete: Consider keeping old quotes for reference
6. Consistent markup: Use consistent markup percentages for similar jobs
7. Regular backups: Ensure your quotes are backed up regularly