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Term Description
Quote The initial contact with your client regarding a particular job will generally involve presenting them with a quote. A quote in Synergist is essentially a collection of lines; each comprised of simple free text; with an associated quantity & price for each line. A quote can be attached to either a job, or a phase of a job. A quote in Synergist is not actively associated with any specific data in Synergist. However, you can have your quote generated automatically from data from your estimate. And you can use your quotes as a basis for your sales invoices.