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Quote tables

Quote tables allow you to define a set of fees to be presented to the user.

Creating a new quote table

Section titled “Creating a new quote table”
  1. Select the Step you would like to add the quote table to
  2. Under Insert on the right-hand side of the form builder
  3. Select Quote Table

Creating a new fee

Section titled “Creating a new fee”
  1. Hover over the quote table
  2. Select Add Fee on the right-hand side
  3. Provide a name for the fee
  1. Provide a data marker for the fee 1. The data marker must begin with ‘fees’. E.g. fees.purchase.legal.fee 2. Define the data marker on the relevant matter template
  2. Choose the correct tax rate from the drop down list 1. Define the tax rate data marker on the relevant matter template
  3. Provide the required fee calculation 1. For fixed fees, input a numerical value, such as 100.00. 2. For conditional fees, use a calculation.
  4. Choose whether to add a description
  1. Choose the account a receivable should be created under when the fee is quoted for
1. Choose the **Supplier** the receivable should be assigned to
  1. If the fee is due to your organisation, select **your organisation**
  2. If the fee is due to a supplier, select **Third Party**
    1. **Search** your [contact list](https://help.intouch.cloud/article/lf1xobcgmw-creating-new-contacts) to find the relevant supplier

Editing a quote table

Section titled “Editing a quote table”
  1. To edit a fee:
  2. Hover over the line item
  3. Select Edit
  4. Make the required amendments
  5. Select Done
  6. To reorder a fee:
  7. Hover over the quote table
  8. Select the arrow icon on the left-hand side
  9. Drag to the desired position
  10. To delete a fee:
  11. Hover over the line item
  12. Select Edit
  13. Select Delete
  14. To delete the quote table:
  15. Hover over the quote table
  16. Select Delete on the right-hand side

Conditional fees

Section titled “Conditional fees”

Fees can be made conditional based on data captured in the form.

This allows you to build a completely bespoke quote for all scenarios!

Creating a condition
Section titled “Creating a condition”
  1. Hover over the relevant fee
  2. Select Add Condition at the bottom of the fee
  3. Choose the question the fee should be dependent on E.g. What is the property tenure?
  4. Select the condition E.g. Equals
  5. Select the value in which the condition should be activated E.g. Leasehold
Editing a condition
Section titled “Editing a condition”
  1. To edit:
  2. Select Edit next to the relevant condition
  3. Make the required amendments
  4. Select Save
  5. To delete:
  6. Select Edit next to the relevant condition
  7. Select Delete

Conditional quote table

Section titled “Conditional quote table”

Quote tables can be made conditional based on data captured in the form.

This allows you to decide whether or not you want to display a quote to the user.

Creating a condition
Section titled “Creating a condition”
  1. Hover over the quote table
  2. Select Add Condition on the right-hand side of the table
  3. Choose the question the quote table should be dependent on
  4. Select the condition E.g. Equals
  5. Select the value in which the condition should be activated
Editing a condition
Section titled “Editing a condition”
  1. To edit:
  2. Select Edit next to the condition
  3. Make the required amendments
  4. Select Save
  5. To delete:
  6. Select Edit next to the condition
  7. Select Delete