Creating Your First Quote/Order
Walk through every step of the New Quote popup, from client info to finalizing your order.
- How to Start a New QuoteOpen the New Quote wizard, work through its six steps in any order, save a draft, and see the only two fields MonuDesk actually requires.
- How to Fill In Client InformationAdd your customer's details and contact category in Step 1 of the New Quote.
- How to Select a Cemetery and Set Up LogisticsChoose a cemetery or mark the order for customer pickup, add plot details, and set the installation timeline in Step 2 of the New Quote.
- How to Configure the Monument Type, Color, Size and FinishesSet up the monument type, top shape, color, finishes, and dimensions in Step 3 of the New Quote.
- How to Set Up Lettering and CarvingSet lettering style — Sunk, Raised, Skin Frost or Frosted Inlaid — plus litho color, Dropwash and carving type for each field group in Step 4, Sketch & Inscription.
- How to Add AccessoriesAdd photos, vases, cremation urns, QR codes, vaults and etching to a monument or service order in the Accessories tab of Step 3.
- How to Create a Service OrderSet up a service order for lettering, cleaning, repairs or on-site work - including the Lettering & Inscription card that tells the engraver exactly which lines to cut and which are already on the stone.
- How the Pricing Panel WorksUnderstand the Live Quote panel (the Pricing panel) that totals your order in real time across every step.
- How to Use Sketch and InscriptionEnter decedent details and build the monument sketch in Step 4, Sketch & Inscription (called Inscription & Artwork in some in-app messages), and control which drawings print on your documents.
- How to Set Up Billing and PaymentSet the payment method, MonuDesk Payments toggle, and deposit split before finalizing your order.
- How to Review and Finalize Your OrderRead the Review & Create summary, the lettering recap and uploaded files, match the order's lines to QuickBooks, then save it as a quote or a confirmed order.
- Where Does Lettering and Etching Go? Choosing the Right FieldPick the right field for text and etching the first time, so nothing gets cut twice, charged twice, or lost before it reaches the shop.
- How to Fill In the Lettering & Inscription Card (Lettering Work Orders)Tell the engraver exactly which lines to cut on a stone that is already standing, which lines to leave alone, and how to list every person on the stone.
- Orders for Customer Pickup (No Cemetery)Mark an order as customer pickup, and see what changes in the wizard, on the board, in scheduling and on the paperwork.
- How to Give a Family Several Quote OptionsPrice Quote A, B and C for the same family in one job, switch between them in the New Quote wizard, and confirm the one they choose.