The Bespoke quote calculator is a great way to cover quotes that fall outside the traditional brackets of sale, purchase, remortgage and transfer of equity. By giving you “blank canvas” to work with, the Bespoke quote calculator can tackle anything. You will need the correct permissions in order to set this up.
How can I set this up in Hoowla?
First, let’s go to setup.
Then click on the quote calculator button.
Hover over the more options button and click on create quote calculator.
You can then give your new quote calculator a name.
You can also set the owner from the drop-down menu.
Then you’ll need to set the type to bespoke. You can do this via the type drop-down menu.
Click save when you’re done, and you’ll be taken into your new bespoke quote calculator.
The settings are like the default quote calculator. You’ll be able to add your supplements and disbursements.
When you generate a quote using this calculator make sure to select it in the quote calculator drop-down menu.
Click generate when you’re ready.
A bespoke quote does not send to the client automatically. This allows you to fully customise the details to suit the nature of the quote. Once you’re happy with it click on the save button.
You can send the quote by clicking on the send button or by clicking on email quote now in the red banner.
