Customers

• Customers | General

  General explanation of the customers module: the overview screen, the customer file, the tabs, the action buttons and the difference with an end customer.Few readers

• Customers | Settings

  All settings of the customer module in one place: the overview screen, the default values for new customers, extra fields, statuses and email templates.Few readers

• Customers | FAQ

  Answers to the most frequently asked questions about the customers module: the customer file, prices and payment, and importing customers.Few readers

• What is the difference between a customer and an end customer?

  Mention two parties on your quotation or project: the customer who signs and pays, and the end customer you add for information — both stay searchable.Some readers

• Creating and using titles and legal forms

  With titles and legal forms you set how you address customers and suppliers correctly and which legal form they have. This article explains how to create them and use them on the file and in your documents.Few readers

Quotations

• Quotations | General

  General explanation of the Quotations module: the overview screen, creating a new quotation and the structure of the quotation file.Few readers

• Quotations | Settings

  Step by step through the quotation settings in Robaws, which apply to quotations and change orders.Popular

• Quotations | FAQ

  Answers to the most frequently asked questions about the quotations module: drawing up a quotation, calculation, prices and margins, sending and numbering.Few readers

• Drawing up a quotation: step by step

  From a new quotation to a pdf that is ready to send, in eight clear steps. With an explanation of quotation lines, line details, margins and the overview.Few readers

• Can I create a standard introduction or closing?

  Create standard texts for the introduction and closing of your quotations, add them manually or via a template, and reuse the introduction on your invoice.Few readers

• How do you add a photo to a quotation?

  Add photos to the introduction and closing of your quotation, to items and posts, or per quotation line via the layout of that line.Few readers

• How do I make an adjusted version of my quotation without losing the previous one?

  Create revisions of a quotation to keep variations of the same job linked, consult them from the action button and reuse fields, lines, remarks and tasks.Few readers

• Working with line types and chapters

  An overview of the fixed line types in Robaws, how chapters and titles create subtotals in your quotation, and which settings you can adjust per line type.Few readers

• Quotations | Analysis

  The analysis dashboard of your quotations: totals per assignee, totals per status and the expected revenue based on the Success % of each status.Few readers

Calculation, posts & formulas

• Posts | General

  Build a reusable calculation once with posts: the post file, its calculation, parameters, tabs and action buttons.Few readers

• Posts | Settings

  All settings that affect your posts, in the quotation settings, the general settings and the user roles.Few readers

• Posts | FAQ

  Answers to the most frequently asked questions about posts.Few readers

• How do I calculate a quotation with cost types, posts and parameters?

  Build posts that adapt to your choices - colour, number of days, how easy the site is to reach. With working examples of formulas and automatic quotation texts.Few readers

• Symbols and formulas you can use in posts

  An overview of the symbols, references and mathematical formulas you can use in the parameters and formulas of your posts.Few readers

• Examples of posts and formulas

  Worked examples of formulas in posts: rounding a quantity to another unit, to a number of decimals or to a multiple, dividing it across items and totalling working hours.Few readers

• How do I calculate and substantiate the quantity on a quotation line with a formula?

  Substantiate the quantity of a quotation line with a calculation in several parts, each computed with a formula.Popular

• Adding a measurement

  Measure the site once and reuse those measurements in the lines of your quotations, change orders and progress claims.Few readers

• How do I load a contractor's or architect's bill of quantities into my quotation?

  How to upload an Excel bill of quantities into a quotation and map its columns to the columns Robaws supports.Few readers

• What is the difference between a simple and a calculated quotation?

  A simple quotation only keeps the selling price; a calculated one keeps your cost price, margin and recalculation. How to tell them apart and choose.Few readers

• Creating and using types (e.g. FH, VH)

  With a type, you divide the lines of your quotations, posts and progress claims into categories (e.g. VH, FH, TP, PM). In this article, you learn how to create types and use them on the lines and the PDF.Few readers

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Prices, discounts & margins

• Cost type 'Indirect costs' becomes 'Other'

  The cost type 'Indirect costs' in the line detail of a post becomes 'Other'. Your selling price stays the same; cost price, margin and indirect costs in the quotation overview, the project and the recalculation shift.Few readers

• Assigning a different selling price

  The five ways to deviate from an item's standard selling price, in order of priority, and how to switch on the discount column.Few readers

• Discounts and surcharges

  Add a fixed amount or a percentage to the total amount or outstanding amount of an invoice or quotation with a discount or surcharge rule.Few readers

• Financial planning on a quotation and project

  Use the financial planning tab to invoice a quotation in instalments, and see how those instalments stay in sync between the quotation and the project.Few readers

• Special tariffs for a customer or project

  Set a different selling price for one single customer or one single project, and see how that price is applied on your sales documents.Some readers

• Adding direct and indirect costs to your quotation

  How to add direct costs to a quotation, how they are distributed across the quotation lines, and how to cover your indirect costs with a margin.Few readers

• Setting your margins on a quotation

  Set your margin per line, on a selection of lines or across the entire quotation, and check the result in the overview and the analysis.Few readers

• Adding a commission to your quotation

  Include an agreed third-party commission in your quotation price, choosing between a commission on the base price or a commission on the total.Few readers

• Changing the prices on a quotation

  From a price update and a bulk change to a manual price on a single line: all the ways to deviate from the price your quotation takes from the item file or the post.Few readers

• Why are the tier prices not applied in my quotation?

  The possible reasons why tier prices are not applied straight away, with an example for a simple and for a calculated quotation.Few readers