Quotations - Create Wizard

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Create Quotation

Step-by-step wizard to build a detailed quotation.

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1
Client
2
Products
3
Services
4
Manpower
5
General Requirements
6
Template
7
Summary

Step 1: Client Information

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Step 2: Add Products

Search pulls from your products table and groups selections by their top category.
Products Subtotal: ₱0.00
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Step 3: Services

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Step 4: Manpower

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Step 5: General Requirements (Other Expenses)

Expense Qty Unit Cost (PHP) Markup (%) Total (PHP) Action
General Requirements Total: PHP 0.00
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Step 6: Template

Include Block Name & Content Sort Order Action
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Step 7: Summary & Submit

Review your details then save.

Products: ₱0.00
Manpower: ₱0.00
General Requirements: ₱0.00
Grand Total:
₱0.00
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Quotation Summary

Client Details
Sample Company
47 Scout Lozano Street
Barangay Laging Handa
chelsea_lim@wcubesolutions.com
Totals
  • Products ₱0.00
  • Manpower ₱0.00
  • General Requirements ₱0.00
Grand Total:
₱0.00

Tips

  • Pick client first to auto-fill address, contact, phone, and email.
  • Totals update live as you add products, positions, and expenses.
  • Choose a template and blocks before saving.