DWD FMS · Quotations & Rate Cards
A quote the client can approve from email.
From your rate cards, or typed for a one-off party. PDF sent. Approved from the inbox.
No card. First client PDF in under a minute.
Retyping line items is how pricing mistakes happen. You get a PDF quote the client can approve from email — right rates, no dummy company.
A quote without opening a complaint
- Create Quotation sits on All Quotations — no need to open a complaint first
- Link to a complaint is optional and defaults to unlinked
- Select an existing company, or enter the party name, address, and contact manually
- Bill To and Ship To are separate; Ship To can copy Bill To or use a site
Right rates. PDF the client can approve.
- Rate cards are maintained per company and per service
- Line-item search from rate cards applies only when a company is selected
- Manual parties use custom line items so the wrong client's rates never leak in
- PDF and email include Bill To / Ship To; clients can approve or reject from the portal
FAQ
Questions about Quotations & Rate Cards
Can quotations exist without a linked complaint?
Yes. Create Quotation defaults to unlinked; you can optionally attach an existing complaint.
Can Bill To and Ship To be different?
Yes. They are captured separately, and Ship To can copy Bill To or a site address.
When do rate cards apply?
Only when you select an existing company. Manual parties use custom line items.
How do clients approve a quotation?
By PDF and email — clients review and approve. Company Admin can also approve or reject in the portal.
Send a quote the client can approve from email.
No card. First client PDF in under a minute.
No card. First client PDF in under a minute.