How do I create a quote in the legacy iPad app?

  • Log on to the Onsight app from your Home dashboard
  • Tap the Catalogue icon found at the bottom of your Home screen
  • Tap on a product category
  • Tap the “+” button next to the image of the product you want to add to your cart
  • Once done adding products for the quote, tap the Cart found in the top right-hand corner of your screen
  • Check that all the contents and quantities found in your Cart is correct. If you are happy, tap on the “Create quote” button at the bottom of the Cart
  • Select an existing customer from the list provided or add a new customer by tapping the “+” button
  • Onsight automatically generates a quote number that you can use. You can also add your own unique quote number in the ‘Quote Reference’ field provided.
  • To add a signature simply tap where indicated, sign with your finger or a stylus and tap “Save”
  • Add any extra information about the quote to the Notes section
  • Check that all information on the quote is correct and then tap “Save” to save the quote.
  • If you are online, the quote will be sent out immediately. If you are offline, the app will wait till you are online again to sync and to mail out the quote.

This article applies to the legacy Onsight app. We recommend that you install and use the new Onsight app that is also available in the app store. Log into the app store and search for “Onsight B2B Sales”.