--- title: Quote Summary Options when Completing a Quote description: SecturaFAB --- [Skip to content](https://help.secturafab.com/quote-summary-options-when-completing-a-quote#main-content) English Show submenu for translations ![SecturaFAB by Stella Source\_400x100 1](https://help.secturafab.com/hs-fs/hubfs/SecturaFAB%20by%20Stella%20Source_400x100%201.png?width=400&height=100&name=SecturaFAB%20by%20Stella%20Source_400x100%201.png) Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [SecturaFAB](https://help.secturafab.com/?hsLang=en) 2. [Getting started](https://help.secturafab.com/getting-started?hsLang=en) 3. [Quick Start](https://help.secturafab.com/getting-started?hsLang=en#quick-start) # Quote Summary Options when Completing a Quote Want to set up a follow-up task as soon as you send a quote? How about updating the costs to make sure the pricing is correct? When you complete a quote, many options exist to increase your sales opportunities. Let’s explore them.    1\. After adding items, select “Complete Quote” to view more quote details. [Explore our resource center for more information on completing a quote](https://help.secturafab.com/how-to-complete-a-quote?hsLang=en).   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189565083.png)   2\. Additional resources can be found in our resource center. The list of commands includes: - Done – Complete the quote - Refresh – Update the quote to reflect changes - Edit – Make changes to the quote such as adding new parts or operations - Copy – Copy the quote - Send – Send a report to a customer - Task – Create a task, activity, or event for this quote - Create RFQ – Request a quote from a preferred vendor - Won – Capture the quote data for reporting won quotes - Lose – Capture the quote data for reporting lost quotes - To Order – Change the status of the quote to order. - More – Options include saving the quote to a configurator, price list and more.   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189568155.png)   3\. You can also search for different quotes using the “Find Quote” search bar. Search by quote number or use the directional arrows to cycle through quotes.    ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282158017691.png)   4\. Next, let’s add a task to ensure we follow up with the customer. This is a commonly used command to help organize your quotes. Select “Task” then choose “Add Task.”   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189574427.png)   5\. Fill in the parameters for the task. Let’s schedule a follow-up in one week. Select “Add Task” to add it to the home page in SecturaFAB.   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189577243.png)![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282158023451.png)   6\. Let’s return to the complete quote screen. Use “Export” to extract a .zip file containing the data of this quote. Alternatively, download a report by selecting “Print” and selecting from the standard reports.   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282158025755.png)   7\. Another common command is reloading costs to make sure the costs are up to date. Select “Cost” to begin.    ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189585051.png)   8\. A complete list of costs related to the quote is located here. Select “Edit” to change costs related to the operations. Let’s edit the rate for our **Fiber-Run**.    ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189587227.png)   9\. Change the Fiber-Run rate from $75 an hour to $115. Select “Update.”   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189588507.png)   10\. Let’s check if other costs have been updated within the organization. Select “Reload Costs” to automatically update all the costs.     ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189597467.png)   11\. Notice that the Fiber-Setup cost has been automatically updated from $75 to $100. Select “View” to return to the quote details screen.   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282158038427.png)   12\. Select “Send” and choose from a list of default reports to send to your customer[. Learn more about how to integrate your email in our resource center.](https://help.secturafab.com/how-to-set-up-your-email?hsLang=en)   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/27282189600539.png)   Congratulations! You have now learned how to use the quote details options when completing a quote. 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