Quote Approval & Generation
You can send finished quotations as PDF attachments to your customers via email for getting approval. To send your finished quote, go to Quotes from your account dashboard.
- Click on the eye icon to display your newly created quotation. You can download it as a pdf by clicking on the download icon at the top.
- Click Email Quote and enter the email id and message in their respective fields. Click Send.
- Once the customer approves the shared quote, the administrator can manually change the status of the quote to “Approved”.
- Besides, you can also assign a range of actions to the generated quote such as creating a work order/inspection, ticket, archiving, revising, and order confirmation by selecting from the Action dropdown at the top right.
Know more about creating a job from an approved quote here.