Quotes
Published and maintained by Adtro Media
Assistants > Quotes prices a job from your own menu, sends it as a document, and turns it into a real order rather than making somebody retype it.
- New quote — usually started from a lead. Give it a title ("Office lunch, 60 pax"), then add lines from your products or as free text.
- Send it — the quote goes out as a PDF document.
- Record the answer — Accepted, or Declined with the reason. Revise opens a new version as a draft; a quote is never edited in place, so what the customer saw is still there.
- Convert an accepted quote into an order. Negotiated prices are carried across as agreed.
An expiry date is information on the quote, not a status — nothing closes itself behind your back.
Faster: iBot inside your dashboard can walk you through this — or do it for you. Open Assistants and just ask.