Send a quote
Draft a quote for a customer, send it to make it final, then record whether they accepted.
Sending a quote numbers it and makes it final, so check the draft first. A quote is a record in the Sales app.
Draft and send the quote
Ask for the quote
In your thread, write what to quote, such as "Quote Northwind Health 20 seats of the annual plan for the expansion deal."
Check the draft
Continual drafts the quote and shows it beside the thread. Ask for changes in the thread, such as "Make it 25 seats."
Tell Continual to send it
Write "Send it." Sending makes the quote final, so by default Continual asks first. Choose Decide, check the input, then choose Approve.
Open Quotes
Choose Records in the sidebar, then Sales › Quotes.
Create the quote
Choose New quote, or press C. Choose the Customer, and the Deal it prices if there is one.
Add its lines
Add a line for each thing the customer could buy, with its Description, Quantity, and Unit price. The quote's Total adds them up. Set Valid until if the offer expires.
Send it
On the draft quote, choose Send quote, then Send quote again to confirm.
The quote moves from Draft to Sent and gets its number. It is final: its lines and total no longer change.
- Draft a quote for the Northwind Health fleet analytics expansion deal.
- Which quotes have we sent that nobody has answered?
- Northwind Health accepted their quote. Draft the order from it.
Record the customer's answer
When the customer answers, open the quote:
- If they said yes, choose Accept quote. The quote moves to Accepted.
- If they said no, open the record's menu and choose Decline quote. The quote moves to Declined.
You can also tell Continual, such as "Northwind Health accepted their quote."
Turn an accepted quote into an order
An order is what the customer agrees to buy. Ask Continual to "Draft an order from Northwind Health's accepted quote." It copies the quote's lines into a draft order. To do it yourself, open Sales › Orders and choose Create order from sources…, with the quote as the source.
On the draft order, choose Confirm order to make it final. Finance can then invoice it.