Quotes

Goal. Create a case's quote from the service catalogue, send it to the client, record their decision and consult it in the list and in its detail.

Prerequisites. The "Manage quotes" permission. For "Send to client" by email, an administrator must have transactional email connected in "Settings" › "Integrations" and the client must have an email on their record. Catalogue prices are set in "Settings" › "Services".

Creating the quote from the case

1. On the case page, go to "Case quote". While the case has no quote, the section shows the form directly.
2. On each line, choose a service in "From catalog…" to fill in the concept and price, or type the "Concept" and the "Unit price" by hand. Adjust the "Quantity". "Add line" adds concepts and each line's X deletes it. The "Total" is computed automatically.
3. Click "Create quote". The quote is in "Draft" status.

While it is "Draft" or "Sent" it can be modified with "Edit" and "Save changes". Once accepted or rejected it can no longer be modified: "This quote was already accepted or rejected and can't be modified.".

Sending and deciding

• "Send to client" emails the quote as a PDF with the accept and decline buttons, and moves it to "Sent". The client's decision on their public page updates the status on its own. Afterwards the button reads "Resend by email".
• "Mark accepted" and "Mark rejected" record the decision when the client communicates it another way. Accepting it makes the CRM create the case's contract draft.
• An "Accepted" quote enables the contract and the deposit calculation. It cannot be deleted: "An accepted quote cannot be deleted (it already generated a contract). Use "Reject" to void it.".

The list and the detail

The "Quotes" list shows each quote with its case number, client, total and status: "Draft", "Sent", "Accepted" or "Rejected". Opening one shows its detail.

The detail presents the "Service breakdown", the "Client details", the "Financial summary" with "Subtotal", "Estimated taxes (0%)", "Filing fees" and "Grand total", and the "Activity history" with the events "Quote created", "Quote sent", "Quote accepted" or "Quote rejected". At the top are the "PDF", "Send to client", "Invoice via Stripe", "Mark accepted", "Mark rejected" and "Delete quote" buttons.

Troubleshooting

• "From catalog…" offers no service. Only services with a price appear. Set it in "Settings" › "Services" or type the concept by hand.
• "The client has no email. Add it on their page to send the quote". Complete the email under "Clients" and send again.
• "Connect email (Resend) in Integrations to send the quote". An administrator must connect email. Meanwhile, download the "PDF" and record the decision with "Mark accepted" or "Mark rejected".
• "Case quote" is missing from the case. Your role lacks "Manage quotes" or "View amounts and balances".