Quotes and approvals
From preparing a quote to a signed acceptance
What it does
Four pieces from quote to acceptance
Contact book
Prospective sites, managers and decision makers are kept in one book. The quote is attached to those records, and when the project is opened later the details carry over.
- Prospective site and contact records
- Conversation history
- Quote-to-project link
Item catalogue
Frequently used service and hardware items live in a catalogue and are picked from a list when a quote is prepared. Prices and descriptions are updated in one place.
- Service and hardware items
- Unit price and description
- Free-text items on the quote
Approval threshold per currency
Quotes above a defined amount go to internal approval before they are sent. The threshold is set separately for each currency.
- Above-threshold quotes go to approval
- Approving user and time recorded
- Unapproved quotes cannot be sent
The customer signs without an account
The quote reaches the customer through a link. They view it without registering, accept it and leave a signature image.
- Viewing without an account
- Signature image and timestamp
- The accepted version is locked
Flow
From prospect to signature
The prospective site and its contact are added to the book.
Quote items are picked from the catalogue; free-text items are added if needed.
If the total exceeds the approval threshold, the quote goes to internal approval.
Once approved, the quote is sent to the customer through a link.
The customer views it without an account, accepts and signs.
The accepted quote is locked; when the project opens, the details carry over.
At a glance
- Quote states
- Draft · awaiting approval · sent · accepted · declined
- Approval
- Per-currency threshold; above it, internal approval
- Customer acceptance
- Link access, signature image, timestamp
- Items
- Selected from the catalogue or entered freely