Upload the quote document, track revisions, and record the accepted/rejected status and the amount.
What is this section for?
It collects the price quotes you give to customers in a single list. You can easily see which quote was accepted, which is pending, and which was revised. This information is also used in reports as the “acceptance rate.”
Path: Left menu → Quotes (or the New Quote button on the contact card)
Quotes list
Creating a new quote
Click New Quote.
Select the customer.
Enter the quote date.
Upload the quote document (PDF, Word, Excel, or image). The file can be up to 10 MB.
If you like, write a description (“Annual contract, 10% discount”).
You can select which product/property/vehicle the quote is for and which deal it is linked to.
Save.
New quote form
Quote statuses
Status
Meaning
Sent
Delivered to the customer, awaiting a response
Revision
The customer asked for changes, a new version is being prepared
Accepted
The customer approved
Rejected
The customer declined
To change the status, use the status box in the row.
When you select Accepted, the system optionally asks for the amount and currency. This information is used in sales reports; we recommend entering it.
Making a revision
If the customer asks for a change in price, make a revision instead of opening a new quote. This preserves the history.
Click the New Revision button next to the quote.
Briefly write “what changed in this revision” (example: “Price dropped from 12,000 to 11,000”).
Upload the new document.
Save.
The latest revision of a quote stands out in the list. You can reach earlier revisions from the history.
Searching and filtering
Type a customer name, phone, description, or status in the box at the top. With the status filter, you can list only “accepted” or only “pending” quotes. The summary boxes at the top of the page show how many quotes there are by status.
What happens automatically when a quote is accepted
If configured, the following are done automatically:
A satisfaction survey is sent to the customer
Loyalty points are credited to the customer (Loyalty Program)
