Quotes
Quotes are price proposals you create for customers. Build them with live pricing from your source system, share via email or WhatsApp, and convert approved quotes to orders.
Viewing Quotes
Access quotes from Quotes in the menu or from a customer profile's Quotes tab.
| Column | Description |
|---|---|
| ID | Unique quote identifier |
| Status | Current workflow status |
| Customer | Customer name (click to open profile) |
| Info | Plate, VIN, brand, or requester |
| Ordered | Badge if converted to order |
Filter by date range, status, customer, brand, or user.
Creating a Quote
Click Create Order from the menu or from a customer profile.
Header Fields
| Field | Description |
|---|---|
| Customer | Auto-filled from profile, or search by ID |
| Branch | Select if customer has multiple locations |
| Plate / VIN | Vehicle identification |
| Request # | Optional reference number |
| Requested by | Person who requested the quote |
| Channel | How the request came in |
| Contact | Customer contact for this quote |
| Observation | Internal notes |
Adding Lines
Each line represents a part:
- Enter the Reference (part number) and press Tab
- The system fetches pricing and stock from your source system
- Adjust Quantity as needed
- Select Warehouse if multiple available
- Choose Order Type (standard, urgent, etc.)
| Column | Description |
|---|---|
| Reference | Part number |
| Description | Part name |
| Stock | Available quantity |
| Qty | Requested quantity |
| Gross | List price |
| Net | Price after discount |
Discounts
Apply discounts to individual lines. If enabled, special discounts may require manager approval before the quote can be finalized.
Saving
- Save as Quote — Saves the proposal for sharing with the customer
- Save as Order — Sends directly to your source system as a confirmed order
Sharing Quotes
Share quotes with customers for review and approval.
| Method | Action |
|---|---|
| Sends quote details with acceptance link | |
| SMS | Sends link to view and approve |
| Sends formatted message with link | |
| Copy Link | Copies public URL to clipboard |
Email Sharing
- Click Share on a quote
- Select Share by Email
- Choose email type (New Quote, Quote Recovery, etc.)
- Verify recipient and add CC if needed
- Preview and click Send
The customer receives a link to the Customer Portal where they can interact with the quote.
Customer Portal
When customers click the quote link, they access a portal where they can:
- View the quote — See all line items, prices, and totals
- Approve or reject — Accept the entire quote or decline it
- Approve/reject individual lines — Accept some items while rejecting others
- Add comments — Leave notes or questions about specific items
Quote Statuses
| Status | Meaning |
|---|---|
| Pending | Draft, not yet shared |
| Pending Approval | Shared, awaiting response |
| Customer Approved | Customer accepted |
| Customer Rejected | Customer declined |
| Ordered | Converted to order |
| Cancelled | Cancelled by user |
Status changes automatically when:
- Sharing sets Pending Approval
- Customer clicking approve sets Customer Approved
- Converting to order sets Ordered
Line Statuses
Individual lines also have statuses:
| Status | Meaning |
|---|---|
| Pending | Awaiting action |
| Approved | Customer accepted this line |
| Rejected | Customer declined this line |
| Ordered | Line sent to source system |
Tips
- Keyboard navigation — Use Tab to move between fields
- Paste multiple lines — Copy from a spreadsheet and paste into the reference field
- History panel — Toggle Logs and Events to see quote activity