Adding a New Quote Calculator
When viewing a matter, click > ‘Settings’
Click > ‘Quote Calculators’
To add a new quote calculator, click > ’+ Add’.
This will create a default quote calculator that can then be edited.
Editing an Existing Quote Calculator
Within the relevant quote calculator, click > ‘Edit’.
Whilst editing, you can build upon the existing questions and answers, and adapt them to your specific requirements. Please refer to the following help documents for assistance with this:
If required, you can also ‘Rename’, ‘Clone’, or ‘Delete’ the quote calculator.