Quick Quote FAQs

We hope you find these Frequently Asked Questions helpful!

If you need additional assistance, please contact us or check out our additional support features.

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What do I need to use Quick Quote?

Must I have DreamDraper design software to use Quick Quote?

Can I change the information programmed in Quick Quote?

What is the Quick Quote basis for yardage calculations?

What is the Quick Quote basis for labor rates? Can the rates be changed?

Do I need a working knowledge of QuickBooks to use Quick Quote?

Can I vary the detail to be printed on an estimate?

Will Quick Quote keep track of inventory?

Will Quick Quote enable me to select the appropriate tax form for my business?

How do I decide the appropriate category for a particular treatment?

Are templates included in Quick Quote?

Can I import a DreamDraper design into an estimate or invoice?

What learning aids are available for Quick Quote?

Can previous versions of Quick Quote be upgraded to the current version?

Is Quick Quote useful for full-service designers?

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What do I need to use Quick Quote?

You must have QuickBooks software installed on your computer. Quick Quote works in QuickBooks Online, Pro, Premier, or Enterprise for years 2005 or later. For Mac users, Quick Quote is compatible with QuickBooks Pro for Mac, 2005 and later.

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Must I have DreamDraper design software to use Quick Quote?

No. While we have programmed the pricing for designs from our DreamDraper design program, you can use this program to price other designs. You will find that the Quick Quote categories are very universal and that designs found in books or magazines and from other pattern companies or sources will generally fall into one of our categories.

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Can I change the information programmed in Quick Quote?

Absolutely. One of the main advantages of Quick Quote is its flexibility. The QuickBooks Item Edit window allows you to make permanent changes to suit your own business, or you can edit right on an individual invoice without affecting any stored information.

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What is the Quick Quote basis for yardage calculations?

The yardage calculations in Quick Quote are based on a 27” repeat which covers the majority of treatments. The programmed treatment components for each treatment group in Quick Quote provide the finished measurements that the calculations are based on. Yardage calculation factors can be easily changed on individual invoices to reflect different repeats or finished measurements.

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What is the Quick Quote basis for labor rates? Can the rates be changed?

The labor rates represent an average retail rate of four national workrooms. If appropriate, they can easily be changed to be in line with your workroom’s rates using the Item Edit window.

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Do I need a working knowledge of QuickBooks to use Quick Quote?

Yes, however, QuickBooks offers a help window, which will walk you through anything you are trying to do. We also suggest using the book The Designer’s Survival Guide to QuickBooks as a key resource focused on the QuickBooks accounting system from a designer’s perspective. This book, which contains a design/workroom Chart of Accounts, is included with the Quick Quote system.

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Can I vary the detail to be printed on an estimate?

Yes. When installing Quick Quote you can choose to either print or hide detail item prices on your customer’s estimate or invoice.

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Will Quick Quote keep track of inventory?

The only inventory item programmed in Quick Quote is lining. However, you may add others such as workroom supplies, shade mechanisms, pillows, foam, etc. As these items are charged on an invoice, the quantity on hand is reduced.

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Will Quick Quote enable me to select the appropriate tax form for my business?

Yes. You can choose from the following business structures: sole proprietorship, partnership, S-Corp., or C-Corp. This selection helps to greatly reduce your future accounting costs.

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How do I decide the appropriate category for a particular treatment?

Simply find the design in our workbook and identify the name that needs to be keyed in for Quick Quote. You can also create your own treatment groups for original designs.

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Are templates included in Quick Quote?

Yes. Quick Quote includes over 50 customizable form and letter templates. Note: not all template and letter functions are available for QuickBooks Pro for Mac or QuickBooks Pro for Canada.

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Can I import a DreamDraper design into an estimate or invoice?

Yes. All templates can be customized with images and edited with your logo and other company-specific information.

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What learning aids are available for Quick Quote?

The Quick Quote package includes a tutorial CD with 20 mini lessons covering various aspects of the program. Webinars are also offered on a regular basis.

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Can previous versions of Quick Quote be upgraded to the current version?

Yes. We suggest starting a new QuickBooks company as the preferred approach. However, if previous versions are maintained and upgraded, we suggest contacting Evan Marsh Designs for recommendations and assistance.

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Is Quick Quote useful for full-service designers?

Absolutely! In fact, Quick Quote includes a mini Chart of Accounts and item list with various items typically sold by full service designers.

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