Home > SI Documentation (v16) > User Guide > Reports > Standard Reports > Quote




The Quote report is similar to our Proposal reports. The major difference is that Accessories are not kept with the "parent" item and Packages do not display on the report, i.e. the Items in a Package display but not grouped as a Package. Also, Optional and Alternate Items do not display on this report.


quote in list.jpg


This report also is the default report assigned to the Quick Quote button:


quick quote button.jpg


The report that runs when this button is clicked can be changed via a Report Setting,e.g. if you create a custom report:


report setting.jpg

Layout and Fields



The header consists of your Company Information and the Client information (project name, name, address, etc.. The colors of the graphic these can be changed via Report Themes


header section.png

Scope of Work


The header is followed by a Scope of Work section. If there is no scope of work for the project then this section will not display.



Pricing Summary


The Pricing Summary section, by default, list the totals for Equipment, Labor, Tax, and then Grand Total.


pricing summary.png


If you have Miscellaneous Items in the project, they will list after the Sales Tax line since these are not taxed:


pricing summary misc items.png


If you are using Price Adjustments, these will display in the Project Summary. You can change the wording of each of these fields via Report Settings.


pricing summary price adjustments.png


You can choose to separate Sales Tax from your Labor Sales Tax via the Report Settings. You can also change the wording of these fields via Report Settings.


pricing summary non summarized tax.png


If you use the Discount field for Products within a Project, by default they will not show here in the Project Summary section. You can choose to display the discount here via a setting in the Report Definition. You can change the wording this field via Report Settings.

Payment Terms


This section starts on a new page and lists the Payment Terms for the project, has some stock text, and has signature lines:


payment terms and signature.png

Equipment Details


This section starts on a new page (this can be changed, see below) and it lists all of the products in the project. The fields that display are Qty, Manufacturer-Model, Short Description, and Price.


equipment details.png


If you prefer not to display the Equipment Details section, this can be turned off by editing the Parameter for the Report Definitions:



Page Footer


The Page footer contains the following fields: Client name, Date, and Page Number.





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