Create a quote in B2Brouter

To start creating a budget, access the Income section through the main top menu and then Quotes through the options on the top left.

Once you are in this section, select the Create quote option:

On the next page, a drop-down appears where you can select the customer you wish to send the quote to.
You can go ahead and create a quote without selecting a customer.

Finally, select the Continue option to start creating the quote.

General data

Next, you access the General Data section, where you can add general data of the quotation such as number, date, etc..:

Fields with an asterisk are mandatory.
In this section, you can add a Title and Description of the quote.

Finally, use the Continue option at the bottom of the screen to continue creating the quote.

Lines

From the Lines section you can add the information of the lines and select the taxes of the quote.

Start creating the lines:

In Name of the product or service, add the concept or description of the product or service you want to add to the line.
In Quantity, add the quantity of the product or service.
In Units, select the most appropriate size for the product or service.
In Unit price, add the unit price of the product or service you are adding to the line. At the end, the system calculates the result.
Under each line you find the option Add item from catalogue, which allows you to create the lines easily using the information from your catalogue created in B2Brouter.
Use the Add line option to add as many lines as you need in the quote.

To add more information about a line, use the three dots icon to the right of each line.

In the dropdown, select More options.
Here you can add more detailed information about the line in question, such as now the identifier, discount, additional charge, etc.

To delete the line, in the same drop-down select the Delete option.

You can also Add a discount or Add an additional charge to the quote total:

Add discount

Click on the option Add discount and activate the button.
In Discount description, add the concept or description of the discount you wish to apply.
In Discount amount, add the amount you wish to apply.
This amount can be in currency or in percentage, something you must select through the drop-down menu.

Add additional charge

Click on the option Add additional charge.
Under Reason for charge, add the name or reason.
In Amount of charge, add the amount you want to apply.
This amount can be in currency or as a percentage, which you will need to select via the drop-down menu.
Check the Apply taxes box if you want the taxes on the quote to be applied to the surcharge as well. Otherwise, they are not applied.

Taxes

In this section, select the taxes to be applied to the quote. To apply different taxes on each line, use the Apply per line button.

Once you have completed these steps, you can access the next section using the Next button or from the side menu.

Other

In this section, you can add a Note on the quote or a Legal note. The information you add is reflected in the document’s footer. You can also attach files, as well as add delivery information for your goods.

Additional documents

From the Additional documents section, you can add an attachment to the quote:

Use the Select Files option to browse for the file on your system.
Select the file on your system and it is uploaded to B2Brouter.
Use the Save button to save the changes to the quote and upload the file.
You can also add an optional description of the attached file.

You can attach a link to the quote that directs to the document you want your customer to receive along with the quote:

Use the option Add link to the file.
The option is activated where you can add the link to the file and a description.

Once you have attached the document, you can access the following section.

Collection

From the Collection section you can select the payment method where you want to collect the quote and the due date, among others:

Under Collection Method, select how you wish to collect the quote.
In Expiration, select the expiration date you wish to apply.

Quotes do not allow a rounding adjustment. If you need more context on this rule, see Rounding and VAT calculation.

Finally, once you have finished adding the data for all the sections of the quotation, you can save the changes and view the document using the Save and preview option. On the other hand, while you are editing, you can save the changes and continue modifying the estimate, using the Save option. You find both options at the bottom of the budget.

Once the budget has been generated, at the top of the document, you will find the main menu with the different options that allow you to manage it:

Edit: you can go back to modify some data of the budget.
Send: once you consider that the quotation is correct, you only have to use this option to send it to the customer. It is sent by e-mail.
Invoice: with this option you can create the invoice using the budget data. This way you do not have to re-enter the data.
Download PDF: you can download the quotation file to your system, in PDF format using the download button at the left part of the document.
More: You can use other options such as Duplicate quote, Delete quote or Open an incident in the Support Department with reference to the quote.

At the top, there is a colored strip where you can also see the updated budget status.

At the bottom, there are two boxes:

Under Activity you can see all the changes made to the budget and the related notifications. You can view the notification by clicking on the + symbol.
In Comments you can write a private annotation concerning the budget.