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Features

Quotes

A quote is the price you send before any work starts.

Updated

What a quote holds

  • The customer and the line items, each with a product, quantity and price.
  • Tax, shipping and a discount.
  • An expiry date, notes and attachments.

Statuses

  • Draft: not sent yet.
  • Sent: with the customer.
  • Approved: accepted, either by the customer online or by you.
  • Declined: the customer said no. You can send the quote again after a conversation.
  • Expired: rastr marks a sent quote expired each day once its expiry date has passed. A quote with no expiry date never expires.
  • Void: canceled. A void quote stays void.

Sending a quote

From the quote's menu, choose Send PDF via email, or download the PDF. The email carries a link to the quote online. The link works for at least 30 days. Sending a draft marks it sent.

The customer's answer

On the quote page the customer can accept or decline. Accepting marks the quote approved and notifies the quote's author and the customer's sales representatives. It does not create the order: you do that.

Turning it into an order

Choose Create sales order from the quote's menu. rastr copies the line items and marks the quote approved. A quote that has become an order can no longer be edited or deleted.

Clone

Choose Clone to start a new quote from an existing one, for a repeat customer or a similar job.

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