Quote Creation Overview

WATCH: Creating a Quote with Cost/Profit Analysis

  • Watch as we create a quote for a lead, and assign Recurring and One-Time Services.

  • See how the Cost/Profit Analysis is used to determine if this deal is profitable.

  • Discover how to assign a contract-term and how your margins auto-update based on the term length.

Quote Management

Carefully craft your quotes with proper margins

  • As you create your quote, your Cost/Profit Analysis will be updated in realtime, showing you your income and expenses over the term of the contract.

  • Month to month agreements are defined by default with a six-month lifespan. This option is configurable and will generate an analysis on your defined parameters.

  • Set your quotes as Presentable when ready and they will be enabled for sending to the customer and viewable on their dashboard.

Cost Profit Analysis

Try Logic for 30 days with a single account.