Creating a Quote with Multiple Colors
In this article
It's possible to create a Quote that shows customers multiple options of materials, colors, and edges.
NOTE: Do not use the Color Options feature if you are quoting material by slab and the slabs differ in size.
Creating a Quote with color options:
A. Draw your countertop quote as you normally would on Steps 1 through 4.
B. On Step 5, pick the first product, color, and edge.
C. When you want to add another option, click the Add Color Option button
D. Now, choose a different product, color, and edge.
Creating a Quote Form to display a Quote with color options:
Before printing a quote with all of the color options, a new Quote Form must be created that shows them.
- Select Quote::Edit Settings menu
- One easy way to create a new form is to Duplicate an existing quote form.
- Add a Color Options field, by clicking the text at the bottom Click to add fields to the body of the form
- Move the new field by dragging it to the right location
When you print a quote with the Color Options field, you’ll see a summary of the quote in multiple colors and edges.
You may want to alter the Quote Lines field to show less price detail when using a form with Color Options: