Write and send a quote
1
Open the request and click Write a quote
A panel titled Quote opens.
2
Start from a template, if one fits
Pick one in Start from a template. It fills the form. You can change anything after that.
3
Fill in the quote
- Scope: what you will deliver. This is required.
- Line items: a description and a price for each line. Use Add a line for more. The form calculates the Total.
- Delivery, in days: how long after acceptance you deliver. You must fill this in before you send the quote. The due date comes from it.
- Link valid for, in days: how long the buyer can accept. The default is 30 days.
- Terms: payment terms or conditions.
4
Save draft, or send it
Save draft saves the quote and does not send it. Send the quote to … asks you to confirm, then emails it. The request moves to Quoted.
What the buyer gets
The buyer gets an email with the subject “Your quote for REQ-…”. It shows the total, the delivery time and the date the quote is open until. A Read the quote button opens the quote page. The quote page shows the scope, the line items, the total, the delivery time and the terms. The buyer can:- Accept it. They type their name and email and click Accept this quote.
- Ask a question first. They type a question. You get an email with the subject “REQ-…: question on quote version …”. Answer it from the request with Write to the buyer. The question is also in the request history.
When the buyer accepts
These things happen automatically:- The request moves to Accepted, and gets a due date.
- The buyer gets an account, and their company becomes an organization if it is new.
- The buyer gets an email with a sign-in link, so they can follow the work.
You do not get an email when a buyer accepts. Watch the Accepted requests in the queue, or the Quotes out card on Today.
Quote states
If the date in Link valid for passes, the buyer’s page says the quote has expired. Send a new version to give them a fresh link.