Quote Tool

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Quote Tool
— Manager

This copy was not printed.

You were in sales or manager view, which shows gross profit on every line — and in manager view, our cost as well. A document printed from either view must never reach a customer, so the app does not produce one.

Switch to customer view with the toggle in the top bar, then print or export again. The customer copy carries no cost, no GP and no margin figures of any kind.

MiFitness — internal control. Nothing on this page is for a customer.

Sales consultant

Saved on this device so you only enter it once.

Prices on this quote
Export only — every price below is the website list price divided by 1.15
Important notifications
Start from a Dear sales order

Pull an existing order straight off Dear by its number, or drop the CSV export in. Either way the lines land on this quote already matched to the catalogue.

By sales order number

Or drop the CSV export

Drop a Dear CSV export here, or click to choose a file.
The first row must be the column headings — SKU, Name, Quantity, Price, Discount.
VAT is added on read so the figures line up with our incl-VAT prices.
Or paste the rows instead
Customer details
Opens Maps in a new tab. Filling the fields automatically from a map pin needs a Google Maps Platform key on the account.

Invoicing

Reference

Quote settings

One discount across the whole quote, a different one per category, and what the customer is allowed to see on the printed document.

Discount across every line

A different discount per category

Leave a row blank to leave that category on the across-the-board figure.

What the customer sees

Estimated arrival

What the customer is told about when the equipment arrives — the ETA that prints on every line. Set one for the whole quote, or type your own.

A different ETA per brand

Brands land at different times — Shua off the water, Powercore out of the warehouse. Leave a brand blank to leave it on whatever the lines already say.

Stock & alternatives
Quote summary

Section headings

Group the quote so the customer can read it — CARDIO ZONE, STRENGTH, FLOORING. The heading prints as a band across the quote above the item you choose.

Quote lines

Drag ⣿ to reorder

No lines yet — add products from the Catalogue tab.

Delivery & installation

Courier — for Parcel Perfect

Quote notes

Quote export options

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Request for quote

Start here when a customer sends an RFQ or a tender. Drop the document in and every line it asks for is matched against what we actually sell. Confirm the matches, then build the quote.

Drop the RFQ here, or click to choose a file
CSV, TSV or plain text. A PDF or Word file will not read here — copy the item list out of it and paste it below instead.

Matches

One row per line on the RFQ. Change any match that is wrong, set the quantity, and untick anything we are not quoting. Nothing reaches the quote until you press the button.

Proposal cover

Customer logo

Appears on the proposal cover alongside the MiFitness logo.

Tap to upload the customer's logo (PNG or JPG)

3D drawings & layouts

Renders, floor plans and equipment layouts. Each gets its own page in the proposal.

Tap to upload 3D renders or layout drawings

Supplementary images

Reference photos, finishes, branding mock-ups — anything else worth showing.

Tap to upload supplementary images

What goes in this proposal

Preview

This is exactly what prints.

What would you like to produce?

Two pages — who MiFitness is, the customers, completed installations and the branches — ahead of the quote.

Save as PDF: your browser's print dialog opens — choose Destination → Save as PDF and save it to your computer. Name it with the quote number so it matches your Monday.com record.

After the quote — do these four things

Save the PDF to your computer

Use the button above. File name: —

Email it to the customer

Opens a pre-written Outlook message to the customer, cc'ing salescrm@mifitness.co.za. Attach the PDF you just saved before sending.

Create the opportunity in Monday.com

Capture deal value, probability, close date — and upload the PDF to the item.

Set your 7-day follow-up reminder

Downloads a calendar invite. Open it and it lands in Outlook with a reminder one week from today.

Preview

This is exactly what prints.

Saved quotes

Manager reports