How to Start a New Quote

Start creating a new order in MonuDesk.

Written By Dennis Rodin

Last updated About 10 hours ago

[Screenshot: The New Quote button at the top right of the screen]

To create a new order, click the + New Quote button at the top right of your screen. You can access this button from anywhere in the app.

What you see when you click New Quote

[Screenshot: The New Quote dropdown showing Create New Quote and the drafts list]

You'll see two things: the Create New Quote button and a list of your order drafts.

Click Create New Quote to start a fresh order. This opens a step-by-step popup that walks you through six steps:

  1. Client Info

  2. Cemetery & Logistics

  3. Items & Configuration

    1. For Monument Orders:

      1. How to Configure the Monument Type

      2. How to Set Up Lettering and Carving

      3. How to Add Accessories

    2. For Service Orders:

      1. How to Create a Service Order

  4. Sketch & Inscription

  5. Billing & Payment

  6. Review & Create

Order drafts

At any point while filling out the New Quote, you can leave by clicking outside the popup window. You'll be asked if you'd like to save it as a draft. Confirm, and everything you've typed so far is saved.

Your drafts appear in the list under the New Quote button so you can pick up where you left off.

Note: Order drafts last for one year and are then automatically deleted. Make sure you save the order as a Quote or Confirmed Order before then.

Tip: When you use Edit Quote or Edit Order on an existing order, or open a saved draft, you can click any step icon at the top to jump directly to that step. Only steps that already have data filled in are clickable. Empty steps require you to use the Next button.

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