Quoting
From the proposal to a customer created with their rates already in place
4 articles
Quote and win a client
Build the proposal from the service catalog, send it as PDF or Excel and, when you win it, the system creates the client with those rates without re-entering anything. Every field, every button and what happens next in Clients and Billing.
Quote statuses
Draft, Sent, Negotiating, Won, Lost and Expired: what each means, what you can do in each status, how quotes expire on their own every night and how to read the history.
Quote templates
Sets of services and rates you apply to a quote in one move: the preset templates, creating, duplicating, saving a quote as a template, every field of the editor and how space is estimated.
Renegotiate a won quote
Change prices after winning: how a converted quote reopens, what happens to the client’s rates (history by dates, manual adjustments that get overwritten) and what is best avoided.