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We’ve added new improvements to Quotes that help you move faster, get paid sooner, and keep your workflow clean and simple. Whether you're sending one quote a week or dozens a day, these new features give you more control, clarity, and less busywork.

 

1. Require a payment method before a quote approval. 

No more chasing down cards or wondering if a customer is serious. Now, you can ensure a quote isn’t approved until a valid payment method is on file. That means fewer delays, fewer headaches, and faster payments. If you’re using Skimmer Billing and Quotes together, go to “Settings” and turn on “Quote Approval” and make sure you click on “Save” to start locking in serious customers right away.

Note: Once you turn this feature on, it will apply to all quotes you send to customers without a payment method, but you can still override if needed.

 

 

 2. Attach photos, videos and PDFs to your quotes

Now you can show, not just tell. Include rich media like photos or videos of the pool, equipment brochures, or a scope of work so customers know exactly what they’re getting. It makes your quotes easier to understand and harder to say no to.
 

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 3. Manage more quotes in less time

We’ve also added new quote management tools to help you stay organized, especially if you're juggling a high volume of quotes across your team. You can now:

  • Bulk archive, unarchive, send, delete, or mark quotes as sent 

  • Tag your quotes by workflow stage or any filters that make sense for your business (like “awaiting approval” or “seasonal”)

  • Duplicate quotes to reuse your most common packages or services and save time.

            Note: This feature pulls over quote content, but does not duplicate work orders.

 

 

Got questions or feedback? Drop them in the comments, we’re always listening :) 

 

I'm loving this update! The requirement for payment before quote approval is a great way to keep our process organized and efficient.

I'm loving this update! The requirement for payment before quote approval is a great way to keep our process organized and efficient.

​@DaisyPoolsPlus Glad you find the updates valuable! More quote improvements coming your way soon :) 

We still arent able to utilize the quotes feature and are sending “quotes”, called “estimates” in QBO because the quotes feature doesnt allow for a deposit upon approval or a full payment. Some quotes require payment before we’ll perform the work or a deposit to begin. We’d love to see this feature in Skimmer so we can do everything in one place.

We still arent able to utilize the quotes feature and are sending “quotes”, called “estimates” in QBO because the quotes feature doesnt allow for a deposit upon approval or a full payment. Some quotes require payment before we’ll perform the work or a deposit to begin. We’d love to see this feature in Skimmer so we can do everything in one place.

We use the quotes feature and once it’s approved then we issue a “similar invoice” and label it as the deposit. Send that invoice to the customer then immediately add a payment to it to pay the deposit then we procure materials and add them to the schedule. 

Love this update! Thank you!

Would you guys consider adding a feature to automatically apply a credit card processing fee to invoices to cover the cost of your credit card processing fees so that we can pass those fees on to the customer? Right now I am adding it manually on each invoice, and waiving the fee if they pay with check/cash etc. 

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