You've just started with Plannit!
You have several contracts already signed.
You'd like to add them to Plannit without having to start from scratch.
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🎥 Video capsule
📙 Step-by-step guide
Here's how:
Your customer list has been imported into your Plannit account, with labels associated with each contact according to service or other.
Note: You can add one or more labels to a contact at any time after importing your data.
Before you begin, you'll need to create a template / contract.
Step 1
From Contacts
Sort customer list by label ie. pool opening, 1st treatment, lawn opening...
Select contacts by checking the box above
On the orange band, click on Quotes
Quote to copy: Contract template you've previously created with all information relevant to a contact type ie. Pool opening
Quote date: Date of submission/contract
Due date: End date of validity of quote
Labels to add: You may wish to add a label that will be added to the quotes/contracts created.
Hide individual items price for the client: This will hide the item price on the quote PDF, on the customer portal, and the customer will only be able to see the final price in the sub-total, tax and total sections.
Allow client to select quote items: It is possible to let the customer select items on the quote
Copy attachments: You can choose to copy or not the existant attachments onto your contracts
Price increase: in $ or %
3. Click on Next and choose the payment schedule
4. Click on Yes
Step 2
From Quotes
Click on the Filters button to sort the list of recently created submissions.
Search by Draft status and by quote items ie. Pool opening
Apply to confirm at the bottom
A list will appear in the grid. At this stage, you can view the contract, make modifications or additions as required, add upcoming visits, current invoices, etc.
