
Add New Data Types To Projects With DocBoss (Document Control)
If your document control work involves tagged equipment you’ll appreciate how DocBoss handles this work and makes it easy to…
Is it possible to turn the document control function into a profit center and recoup some/all of the time and effort you spend on documentation for your customers?
Yes. The Price and Estimates module in DocBoss enables you to do just that.
Prices & Estimates is designed to provide a detailed pricing estimate on your project. Once you have set up your required project information (Doc Codes with Levels and Equipment) and the cards have been created, you are ready to begin creating a Quote in the Prices and Estimates screen.
On the Prices and Estimates screen you will see a number of segments to choose from.
Save
Archive – save a previous version of the pricing information.
PDF – standard output
LaTeX – for integration with 3rd party estimate/quote systems
PO Data – to include with your purchase order – ensures all document fees are properly accounted.
DocBoss allows system administrators to add new pricing segments to the estimates system. Once you create the segment, it will be available to use on all projects. Default prices can be set on the Default Prices from the Administration menu or on the Companies profile for your Customer. Here you can also add additional charges and pricing.
To add a new Segment, click the + and enter your information. This will automatically be added to all Prices and Estimates on all projects.
Go to custom prices tab.
By clicking “+” in the grid, you can define pricing for a specific company, which will override the system defaults.
On the Prices & Estimates Actual Prices grid click to (1) Apply charges and (2) save. Then (3) Select the Segments (lines) to include in the quote. Enter any (4) Clarifications and Exceptions then (5) select which version of the Quote output you want to see.
Note: In order to produce a quote document, you must ensure the Estimation template is selected in your project. On the main screen of your project, select which template you will use for the Estimate/Quote document.
For further information, click to see our video here or check out this secondary article: Can You Quantify And Bill For Documentation Work?.
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