Create and send a quote
Create a quote, send it, follow whether it was opened and turn it into an order or an invoice.
A quote is a priced offer that you send before the work. In IDup the product is called Quotes. Your customer can accept it online. A contract is what binds afterwards.
Step by step
- Open Quotes & Invoices → Quotes → Quotes and choose New quote.
- Pick the customer or the lead.
- Add the lines, the tax and the date until which the quote is valid. Lines can be optional. The customer can switch them off before accepting.
- Add a subject, an introduction and a closing text if you want your own wording.
- Send it. The send window works as it does for invoices. The customer gets a View & accept quote button.
Ready-made quote templates are under Templates. A connected customer also sees their quotes under Quotes in their own account.
Follow it
The list has tabs: All, Sent, Open, Viewed, Accepted, Declined, Expired and Draft. Each row shows when the customer viewed it and how often. The key figures show the open value, the accepted value, the acceptance rate and the average days to acceptance. Use Send reminder now for a customer who has not answered. You can also let IDup remind the customer automatically.
If the quote changes
Use Revise (new version). The earlier versions stay in the history of the quote.
When the customer says yes
The status changes to Accepted. Then choose Convert to invoice or Convert to order. The lines come across and are not retyped. You can also request a down payment as a percentage, or create a project from the quote.
Quote requests
Quote requests is the incoming side. A form on your website becomes a request that you can price. It saves the first exchange of e-mails.
Quotes you created before the new view are still in the list, marked as classic.
Nothing is tracked — the buttons only open a message so you can tell us what was missing.
