Quotes: a tour
A tour of Quotes in Arkon One: Proposals, revisions and e-signed acceptances and the controls you will use most.
The steps, written out
- Open Quotes from the Sales and Customers section of the left menu.
- Read the summary tiles at the top: Drafts, Awaiting answer, Accepted, Acceptance rate, Expiring in 7 days.
- Narrow the list with the search box and filters (status, customer_id).
- Read each row: Quote #, Customer, Project, Status, Valid until, Total.
- Use the New quote button at the top of the page.
- Use Export to download the list as a spreadsheet or PDF.
Tip
You enter data once and each step builds on the previous one: Sales & Estimating works in the Sales & Customers group: Sales overview, Pipeline, Customers, Site visits, Quotes, Approvals, Contacts, My tasks, Price lists and Insurance certificates. Totals use Florida state tax plus the County surtax for the quote's County (for sales tax). Rental, sale and transport are taxed; separately stated labour is not. Engineering fees and permits are not taxed by default. The surtax applies to the first $5,000 of each single item sold.