What is Manual Smart Quotation?
Manual Smart Quotation combines the flexibility of manual quote creation with intelligent profit calculations. Add products manually or select from your My Products catalog, and the system automatically calculates your profit based on margin, markup, or discount settings.
Key Features:
Automatic profit calculations from unit cost or SRP
Add products on the fly or from My Products catalog
Organize products into sections (Options, Locations, Categories)
Calculate pricing using margin, markup, or discount methods
Advanced print options with complete product specifications
Professional quote layouts with your company branding
Smart Profit Calculations
Calculate by Margin
Enter your desired profit margin percentage. The system automatically calculates the sales price based on your unit cost to achieve that margin. For example, 20% margin on a $100 unit cost results in $125 sales price.
Calculate by Markup
Enter your markup percentage. The system adds the markup to your unit cost to determine sales price. For example, 25% markup on $100 unit cost results in $125 sales price.
Calculate by Discount
Enter discount percentage from SRP (Suggested Retail Price). The system calculates the discounted sales price automatically. For example, 10% discount on $1,000 SRP results in $900 sales price.
Auto-Calculate Totals
As you enter quantities and pricing, subtotals, taxes (VAT), and grand totals update automatically. No manual calculations needed.
Organizing Products with Sections
What are Sections?
Sections allow you to group related products within a quote for better organization and clarity. Instead of one long product list, organize items into logical groupings that make sense for your quote.
How to Add Sections
When creating your quote, click Add new section before adding products. Name your section (e.g., "Option 1," "Office Equipment," "Phase 1"). Add products to that section. Click Add new Section again to create additional sections. Each section displays separately with its own subtotal in the printed quote.
Section Use Cases
Provide Different Options:
Option 1: Budget package with basic models
Option 2: Premium package with advanced features
Buyers can easily compare and choose between packages
Quote by Location or Area:
Office: Desks, chairs, computers for office space
Lobby: Reception furniture, signage, waiting area equipment
Warehouse: Storage racks, forklifts, inventory systems
Clear breakdown of what goes where
Organize by Category:
Hardware: Laptops, monitors, keyboards
Software: Licenses and subscriptions
Services: Installation, training, support
Delivery: Shipping and logistics fees
Project Phases:
Phase 1: Initial equipment and setup
Phase 2: Additional installations
Helps buyers understand project timeline and phased costs
Filling Out Quote Details
Header Information
Quote Number: Auto-generated (e.g., QU-001954)
Quote Date: Date quote is created
Quote Validity: Set expiration date for pricing
Prepared For (Buyer Information)
Company Name: Buyer's company
Contact Person: Buyer's name
Phone Number: Buyer's contact number
Email Address: Buyer's email
Address: Buyer's business address (street, city, province, postal code)
Ship To (Delivery Address)
Same as buyer information or different delivery location
Include complete address for accurate delivery planning
Delivery Instructions
From (Your Company Information)
Company Name: Your business name
Contact Person: Your name or sales representative
Phone Number: Your contact number
Email Address: Your business email
Address: Your company address
Pro Tip: Use Contacts to speed up the process of filling out the contact details
Currency
Select currency for the quote (PHP, USD, SGD, AUD, GBP, etc.). All pricing will display in chosen currency.
Payment Terms
Select from dropdown options or create custom terms:
Advanced Payment
With terms (enter number of days)
Down payment with terms
Check on Delivery
Payment Schedule
Define payment milestones and percentages:
X% due immediately
X% due due upon purchase order
X% due upon shipment
X% due upon delivery
X% due upon invoice date
X days due ______
Customize schedule based on your business terms by pressing +Add Schedule
Adding Products to Quotes
Add from My Products
Click Add Item and search your My Products catalog. Select products you've previously added with complete specifications, pricing, and images. All product details auto-populate including brand, model (MPN), description, unit cost, SRP, sales price, and product images.
Add Products on the Fly
Click on Add product manually and add items directly within the quote. The product will be saved into you My Product Catalog automatically.
Product Name: Clear product title
Brand: Enter Brand Name
MPN: Manufacturer Part Number (if applicable)
Category: Enter category
GTIN: Global Trade Item Number or UPC/EAN/JAN/ISBN
Pro Tip: Enter product name, brand and upload photo for the fastest workflow. You can add full product details after you finish the quote in My Products.
Product Comments
Add notes or special instructions per line item by pressing the +icon. Comments appear below each product on the printed quote.
Add Non-Line Items (Services)
Add shipping, installation, or other service fees:
Click +Add Item
Enter service description (e.g., "Shipping")
Enter quantity and price
Amount auto-calculates
Quotation Notes
Add general notes, terms, or instructions that apply to the entire quote. This section appears at the bottom of your quote and can include:
Special terms and conditions
Delivery instructions
Warranty information
Project timelines
Any additional clarifications
Standard Print (Quick Print)
Standard Print provides a clean, professional quote layout with essential information:
Included in Standard Print:
Company details and logo
Customer and shipping information
Sections with section headers (if used)
Line items with product names, MPN, quantities, unit prices, discounts, and amounts
Non-line items (services, shipping)
Subtotal, VAT (12%), and total amount due
Payment terms, payment schedule, and quote validity
Quotation notes
When to Use: Perfect for straightforward quotes where buyers already know the products and just need pricing and terms.
Advanced Print
Advanced Print includes everything from Standard Print plus complete product specifications and images for each line item:
Additional Features in Advanced Print:
Product Images: Up to 5 photos per product from My Products catalog
Product Specifications: Complete technical specs and features
Brand and Model Information: Full MPN and manufacturer details
Detailed Descriptions: Product features, A+ Content, benefits, and use cases
Additional Product Data: All specifications from your My Products catalog
When to Use: Creates a comprehensive product catalog within your quote. Perfect for:
Buyers unfamiliar with the products
Technical equipment requiring detailed specifications
High-value items needing complete documentation
Proposals competing against other suppliers
Eliminating the need for separate product catalogs
Key Advantage: Other systems require you to manually create product catalogs in Word or PowerPoint. Quotable automatically generates professional product documentation from your My Products data.
Print and Download Options
Print Directly
Click the Print button to print quotes directly from Quotable. Choose Quick Print or Advanced Print based on your needs. Your company logo appears on printed quotes automatically.
Download as PDF
Download quotes as PDF files for emailing or archiving. PDFs maintain professional formatting with your company branding. Share PDFs with buyers who prefer attachments over links.
Company Logo Branding
Upload your company logo in Settings. The logo appears on all printed and PDF quotes automatically for consistent professional branding.
Choosing Print Format
Quick Print Selection
From the quote detail page, click Print → Quick Print. Standard layout generates with customer details, shipping info, sections, line items, and pricing.
Advanced Print Selection
From the quote detail page, click Print → Advanced Print. Comprehensive layout generates with all product images, specifications, and detailed information from your catalog organized by sections.
PDF Options Available for Both
Both Quick Print and Advanced Print formats can be downloaded as PDF. Choose your format, then select download or print to paper.
Result
Manual Smart Quotation with Advanced Print and Sections transforms quote creation from hours to minutes. Organize products logically by options, locations, or categories.
Automatic profit calculations ensure accurate pricing, while advanced print creates professional product documentation automatically, no manual catalog creation needed.
Tips
Use sections to provide multiple options for buyers to choose from
Organize by location (office, warehouse, lobby) for facility-wide quotes
Use margin calculations for consistent profit across all products
Use discount calculations when quoting from standard retail prices
Add frequently quoted products to My Products for faster quote creation
Use Advanced Print for technical products or unfamiliar buyers
Use Quick Print for repeat buyers who know your products
Upload high-quality product images to My Products for better Advanced Print output
Add complete specifications to My Products to maximize Advanced Print value
Fill out payment schedule to clarify payment milestones
Add quotation notes for terms, conditions, or special instructions
Download PDFs for email attachments or offline sharing
Upload your company logo for professional branded quotes
Use product comments to add specific notes per line item