Send a quote and record the answer

When the quote is ready, e-mail it to the customer from ASTRO, then record their answer. The quote's status follows: Draft, Sent, then Accepted, Rejected or Expired.

E-mail the quote

  1. Save the quote, then select Email quote.
  2. Check To (the quote's contact), add anyone under Cc, and read the Subject and Message. Change them as you like.
  3. Under Attachments, the quote's PDF is ticked. You can add the quote's files too.
  4. Leave Follow up in ticked to get a follow-up a few days later.
  5. Select Send email. Nothing leaves before that.

A Draft becomes Sent, and a "proposal sent" activity is logged on the deal and the company. A Sent quote offers Email again and Send reminder, a short chase you can edit before it goes.

Sent it some other way? Mark as sent records it without e-mailing anything.

The customer said yes

  1. If you have the signed copy, attach it under Files first.
  2. Select Mark accepted. Enter the Accepted on date and choose the Signed document.
  3. Tick any other open quotes of the same deal that this acceptance replaces: they are rejected.
  4. Choose whether to move the opportunity to its next stage or Keep its stage, and confirm.
  5. An accepted quote offers Create subscription. See Create a subscription.

The customer said no, or did not answer

  • Mark rejected records the answer with a reason. A rejected quote does not change any more.
  • Mark expired takes the quote off the table. You can send it again later with a new expiry date.
  • An accepted quote can be reopened by a finance administrator (Reopen). It goes back to Sent.

If e-mail is not set up

If the window says e-mail is not set up for this company, ask an administrator to connect your company's e-mail provider. Until then, download the PDF, send it yourself and use Mark as sent.

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