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Quotes
Creating and managing quotes in Quotomation is simple and intuitive. You can add products, attach documents, duplicate quotes, send them directly to customers, and track views and expiration dates. This gives your team full control over the sales process and ensures professional presentations every time.
How do I create a new quote?
Go to the 'Quotations' tab, click 'New,' select the customer details, add products and options, and save.
Can I edit a quote after sending it?
Yes, but you will need to create a new version.
How do I duplicate an existing quote?
Open the quote and click 'Copy' to create a new quote with the same products and settings.
Can I attach files to a quote?
Yes, you can upload supporting documents like specifications, images, or PDFs to each quote by adding the document to an item. General documents like terms and conditions can be added in the organization settings by Sales Managers and will always be attached to all quotes.
Can I send quotes directly to customers via email?
Yes, quotes can be sent directly through Quotomation’s email feature.
Is there a way to track which quotes have been viewed by the customer?
Yes, the platform shows a status indicating if a quote has been viewed or is pending.
Can I set expiration dates for quotes?
Yes, every quote can have a custom expiration date to ensure timely responses from clients.
How do I send a quote to a customer?
When you are ready to send a quote, click the 'Finalize' button, which will generate a PDF and allows you to invite the customer to view the quote online. You can send this invitation via email using your own email client.
Can the customer view the quote online?
Yes, customers can view the quote online through a secure link. They will be able to download the PDF version.
Can I see if the customer has viewed the quote?
Yes, the quote status will update to 'Viewed' once the customer opens the quote.
Can I set an expiration date for a quote?
Yes, you can set a custom expiration date for each quote to ensure timely responses from clients. Once the expiration date is reached, the quote will be marked as 'Expired' and will no longer be valid.
Can the customer accept the quote online?
Yes, customers can accept the quote by means of electronic signature. Once accepted, the quote status will update to 'Customer Accepted'.
Can the customer ask questions or request changes to the quote online?
Yes, customers can request changes or ask questions through the online quote interface. These requests will be sent to the sales team for review and response.