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The guide walks through the sample estimate and shows how to update company details in Settings, build or import pricing/task/rate tables, set up activity codes and estimate templates, then create a new estimate and add project dates, pricing method, templates, and optional percentage discounts. It explains workflows for preparing estimates, calculating prices and profits, formatting quotations, adding photos, producing proposals, managing approvals and signatures, and exporting reports and syncing quotes across iPads. It also covers special Scope of Work mode and configurable tax and unit settings.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/mpengo-quotes-30-a-quick-start-guide-learn-to-create-quotes/243240/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/mpengo-quotes-30-a-quick-start-guide-learn-to-create-quotes/243240.png","ImageObject",442,249,{"name":88,"@type":89},"Melati","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How do I create a new estimate in mpengo Quotes 3.0?","Question",{"text":108,"@type":109},"Tap the Estimates button, then tap the plus (+) symbol to enter a reference code, description, and the relevant client information. Add the project start date, quote-needed-by date, pricing method, default price table, default estimate template, and any percentage discount for the entire quote.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What happens to the percentage discount after a price is approved?",{"text":113,"@type":109},"The discount percentage is no longer applied once a “Price Agreed Upon” value is updated in the Approvals section. The discount is then based on the difference between the entered price and the subtotal.",{"name":115,"@type":106,"acceptedAnswer":116},"How can I format and finalize the quotation for the client?",{"text":117,"@type":109},"Use Prepare Estimates for activities, Calculate Prices/Profits for markup amounts or percentages, and customize output using Quotation Layout and Phrases. Add photos when needed, then produce the quotation/proposal for email or AirPrint, and run Reports when required.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},243240,1791747177,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":15,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":79},962085570644,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","mpengo Quotes 3.0:  \nA Quick-Start Guide  \nmpengo Quotes 3.0: A Quick-Start Guide  \nWelcome to mpengo Quotes. It’s a great tool to help you create Quotes, Estimates, and Scope of Work right at your clients or prospects site.  \nThe easiest way to learn mpengo Quotes is to walk through this guide with the sample estimate included in the app. You’ll quickly learn the features and work flow.  \nYou can make any changes you want to the sample. Add to the estimate, change your markup prices, your quotation layout, and so on..  \nMenu Buttons  \nTap for Home Screen  \nè  \nTap to send support a message  \nTap to access existing Estimates or add a new one.  \nTap to setup your Settings  \nê  \nç  \né  \nAccess the current Basic Estimate Information Screen  \nSummary/Status of Current Estimate (Home Screen)  \nExport Tables/Sync Quote to another iPad.  \nApp Buttons:  \nGenerally, the app uses the following conventions:  \n[Back] -returns to the previous screen or menu, and does not save any data entered [Done] – saves your work and returns you to the previous screen  \n[+] icon – tap to add a new record, line, or other piece of information [Trashcan] icon – tap to delete a record  \n*Tapping outside the window-works the same as the [Back] button. Remember that your work is NOT saved when you do this.  \nHow it Works – A Quick Overview:  \n- Enter Company information and business details in Settings  \n- Build or import your Pricing / Task / Rate Tables to reflect the services and materials you provide and their respective rates.  \n- Create or import Activity Codes and compile them into Estimate Templates.  \n- Create a new estimate by tapping the Estimates button along the top of the screen, and then tap the plus symbol (+) to enter a Reference Code, description and the relevant client information. Here you also add the Estimated Project Start Date, Quote Needed By date, Pricing Method, Default Price Table, Default Estimate Template and any Percentage Discount on Entire Quote.  \nNOTE on Percentage Discount on Entire Quote: The Discount Percentage will no longer be applied once a ‘Price Agreed Upon’ has been updated in the Approvals section. The Discount will be based on the difference between the price entered and the subtotal.  \n- Use Prepare Estimates to add the various activities associated with the quotation.  \n- After some or all ofthe details have been entered, use Calculate Prices, Profits to setup the markup percentages or amounts and generate the price that will be presented to the prospective client.  \n- Customize your quotes using the Quotation Layout, Phrases function.  \n- At any time tap Photos and Pictures to add photos to the quotation  \n- Produce Quotation/Proposal, which can be then be emailed to the client or AirPrinted.  \n- Use Approval to have the customer agree on the amount. Fill in Approved By, change the status to WON and tap Approval Signature to have your client sign directly on the iPad.  \nYou can also email a copy to the client that includes the customer’s acceptance signature.  \nRemember to tap UPDATE when finished.  \n- Run Reports whenever you wish to look at information, or to email or AirPrint your reports.  \n- Add Notes at any time to keep track of items and/or place reminders into your Calendar app.  \nNote: If you are in the Fire/Water/Restoration Business, or an Insurance Adjuster:  \nWe’ve added a couple of special features to help you in your work:  \nIn Basic Estimate Information (Tap the blue disclosure button to the right of the Estimate reference code and description or along the top of the display) you can tap ‘Scope of Work’.  \nThis turns off pricing in the estimate, and you can prepare your estimate and takeoff without any reference to unit prices. It also adjusts the layout of some of the reports.  \nThe Menu:  \nThe menu sidebar is available to you everywhere you are in mpengo Quotes. You can easily switch from section to section by tapping on the menu.  \nBefore changing screens, remember to save your work with the","cbCaidVTR2CAjt0q","https://ap.wps.com/l/cbCaidVTR2CAjt0q","pdf",5696488,"English","# Menu Buttons\n## Home Screen, Support, Estimates, Settings\n# App Conventions\n## Back/Done, Add (+), Delete (Trashcan), unsaved changes\n# How It Works – Quick Overview\n## Settings: company details and tables\n## Estimates: create, discounts, dates, templates\n## Prepare, Calculate, Customize, Photos, Proposal export\n## Approval: signature and customer acceptance\n# Special Notes for Fire/Water/Restoration and Insurance\n## Scope of Work mode in Basic Estimate Information\n# Settings Screen\n## Company & Support Info\n## Taxes on Client Quotations\n## Room Calculations Units\n## Standard Headers and Standard Footers","[{\"question\":\"How do I create a new estimate in mpengo Quotes 3.0?\",\"answer\":\"Tap the Estimates button, then tap the plus (+) symbol to enter a reference code, description, and the relevant client information. Add the project start date, quote-needed-by date, pricing method, default price table, default estimate template, and any percentage discount for the entire quote.\"},{\"question\":\"What happens to the percentage discount after a price is approved?\",\"answer\":\"The discount percentage is no longer applied once a “Price Agreed Upon” value is updated in the Approvals section. The discount is then based on the difference between the entered price and the subtotal.\"},{\"question\":\"How can I format and finalize the quotation for the client?\",\"answer\":\"Use Prepare Estimates for activities, Calculate Prices/Profits for markup amounts or percentages, and customize output using Quotation Layout and Phrases. Add photos when needed, then produce the quotation/proposal for email or AirPrint, and run Reports when required.\"}]","mpengo Quotes 3.0 - A Quick-Start Guide - Learn to create quotes | PDF",1789201826]