Send a quote

The quote lives inside the request, next to the answers and files. Each time you send it, a version with its PDF is created, and earlier versions are kept.

Build the quote

1. 011. Open the request and go to the Quote tab.
2. 022. Choose Add from catalog or Add custom item. For example, 200 letter-size brochures.
3. 033. Adjust the quantity, unit price and tax for each item, such as IVA 16%. Totals are calculated for you.
4. 044. If you want the customer to decide something, open the item's menu and choose Make it an optional extra. It is only added if they pick it.
5. 055. If needed, use Add discount and set the Expires on date and the Notes for the customer.

Send it

1. 011. Choose Send quote v1. The number changes with each version.
2. 022. Confirm. Your customer gets an email with the total, for example MXN 3,500.00, and reviews it in the portal.
3. 033. From the portal they can pick extras, download the PDF, and choose Approve quote v1 or Ask for changes with a message.

New versions

If the customer asks for changes, edit the draft and send the next version. Under Sent versions you see each one with its status and PDF. If you save the draft without sending it, the customer keeps seeing the previous version.