Getting Started with Ascend Quotes

Need help getting started? Visit the Documentation.

Building a Quote

If you would like to build a new quote, you can start from a blank estimate or use a template to get started.

New Estimates

If you would like to build a new quote, you can start from a blank estimate or use a template to get started.

Creating a Quote

From the Quotes view,  select the New Quote button at bottom right.

New Quote button

Software view with add quote button circled

In the form that is shown in the slide-out, add the name of the project. This will show at the top of the quote. Below that, as you begin to type the name of the customer, you can select existing customers or create a new one.

Add quote form

Add quote form with customer field active

Using a Template

If you have a template you’d like to use for the quote, you can select it here so that the project is launched using the predefined format and costs.

Editing Quote Settings

When you are editing a quote you can change the name of the quote or re-assign the customer by clicking on it at the name and making your changes in the slide-out form. Clicking save or “enter” will save the changes and close the form.

Edit quote form slideout interaction

Cost Cards

When a new quote is created, it is associated with a Cost Card based on the organization’s default cost rates at that moment. If an Administrator updates the default rates on the Ascend account, it will only affect new quotes. In order to update the cost rates associated with an existing quote you can use the settings menu from the cog wheel at the top right to open the Cost Card and change the rates for that specific quote.

Building an Estimate

From the Estimate Worksheet view, add all of the cost categories that you’d like to have in your quote.

Edit the name and description of each category by clicking “edit” next to the name of the category in the list view.

Adding Cost Items to an Estimate

Expand each category by clicking on the grey bar, and add individual cost items using the button.

Select a cost type and name the item. As you begin to type in the Item field, any default costs that your organization has added to the cost type you have selected will show up in the dropdown as options that you can select.

If you select a preset cost, the rate field will be filled in for you

Enter a quantity for that item. If your organization is including any “contingency”, you will see a slightly different number appear below the quantity. This number factors in the contingency – this may include labor handling, uncertainty, or other factors depending on the organization.

To assign an item with a per-unit cost, either select a predefined cost from the organization’s settings using the item name field’s built-in search. If you’d rather add a custom cost, simply name the item something  to you. and manually add a rate when you get to that field. In either case, make sure to add a quantity so that the item cost and sell price are calculated.

To assign an item with a total price that is not based on a quantity, bypass the qty and rate fields and add the cost directly to the item cost field. The sell price should calculate based on the assigned margin for that cost type.

Edit line items inline. Click on the category line to hide/show sub-items or click “open all” button to show all items and descriptions. Clicking the arrow at the bottom of each item provides access to a longer description field for each individual line item.

Hovering on an item will show a trash can icon that can be used to delete the item.

Reordering and Overriding Costs

Reorder categories and line items using drag & drop.

Override the sell price for any line item using the field on the far right if you know how much that item should cost to the customer. The final margin will be calculated at the top of the worksheet as overrides are taken into account.

Override the margin and contingency settings for each category if you’d like to increase or decrease the settings for a segment of the quote.

Checking Your Quote

Check your totals by cost type for each category using the quick report when you hover over the icon.

Check to see that the calculated margin at the top of the Estimate Worksheet looks correct. If any overrides are in place, this will show a variance between the quote targets by cost type and the ultimate calculated cost vs sell rates.

Viewing the Proposal

View a concise print-ready version of the estimate for customer or internal use.

Organizational Details

Ask your organization’s administrators if you want to change the logo or any of the organization’s contact details for the proposal view.

Optional Proposal Features

Timeline & Notes

Add timeline and project note details to show in the print view.

Payment Schedule

Add one or more payments with dates or leave date fields blank to get signoff on a payment breakdown with dates TBD.

Scope of Work Details

Turn the scope of work details section “on” or “off” to determine whether it is shown in the print view.

Signature Page

Setup a signature page in your Organization’s settings panel to control what the final page will look like when it prints. Simply leave this setting blank to disable the signature/final page.

Copying a Quote

If you would like to build a quote based on a similar quote in Ascend, you can locate that quote, copy it using the menu at the top right, and rename it. If you’ve like to use a template that your organization has created or start a blank quote.

Managing Templates

Your team can build estimate templates from the Settings > Quote Templates view. These templates can be selected during the Create Quote process. Organizational Admin users can edit and delete quote templates.

 

Copying a Quote or Using a Template

When deploying a template or copy a quote the system will copy the format and use the default cost rates associated with your account.

Managing Quotes

Tracking the Quote Status

Update the status of the quote at the top of the Estimate Worksheet or in the Quote Settings to communicate the track status of the quote.

This helps keep the Quotes Dashboard easier to navigate for all team members.

Deleting a Quote

From the Quotes view, hovering over any of the quotes in the list will show a trash can (delete)  icon. Click the icon and confirm the “are you sure?” prompt to delete a quote. This action is irreversible.

Need Additional Support?

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