How do I send a quote to a client?

A quote is created from the deal itself, so it takes the client's name, the services and the value from it. Once it is sent, the client gets a link that shows the items and the total and lets them accept in one click.

Before you start

• Quotes are available from the Starter plan up.
• The client must have a deal recorded in Sales.

Steps

1. Open Sales from the side menu and open the deal's page.
2. Click the More button at the top of the deal page and choose Quote. The quote is created as a draft and opens for editing.
3. Check the Quote title, the client's details and Valid until.
4. Under Items, edit the quantity, Unit price and Tax % of each item. Click Add item for any extra service.
5. Add a Discount if there is one, and write the Terms and conditions.
6. Click Save changes.
7. On the quote's page, click Send to client. The quote's status changes to sent, and it is emailed to the client if their email is on the deal.
8. Open the actions menu on the quote's page and click Copy public link. Send the link to the client by WhatsApp or email.
9. The client opens the link, types their full name and clicks Accept quote, or writes a reason and clicks Decline quote.

Good to know

• A quote can only be edited while it is a draft. After sending, use Copy to make a new copy and edit that.
• The message after sending tells you which email the quote went to. If the client has no email on file, it says so: copy the public link and send it yourself.
• On the link the client sees the items, the total and a Download PDF button, and can draw a signature when accepting. You get a notification the first time they open the quote, and when they accept or decline.
• When the client accepts on the link, the deal is closed as won and a project is created for it automatically.
• If the client agrees by phone, click Accept on the quote's page to record it, then close the deal as won yourself.
• A discount above 20% needs a manager's approval before the quote can be sent.