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Quotes & invoices

The quote, as many times as it takes.

Lines from the deal, a new revision when they ask, and their yes by name.

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Three revisions of one quote to Tidewell laid side by side: the first offer, a second with ten more starter kits and a third with four more pro kits, each marking what changed. The first two read Superseded; the third reads Accepted, responded by Maya Lindgren.

Lines from the deal.

The quote copies the deal. If the deal changes, the draft says so and catches up in one click.

A deal for Quillon whose starter kits went from 25 to 30, beside the draft quote that copied it on 10 November: the draft reads Differs from the deal, with Update from deal.

One-time and monthly, on one quote.

Each line bills its own way. The contract total adds up the whole term.

A quote to Sunmark: pro kits and setup visits billed once, a support plan billed monthly for 12 months, the total of the first bill, and the contract total for the year with its tax.

A big discount waits for a yes.

Over the limit you set, the quote goes to the person you name before the customer sees it.

A draft quote to Arcwell with an 18% discount, marked Waiting for approval and, across the top, Not for the customer: this copy is for reading the quote while the decision is made.

Every quote, and where it stands.

Waiting for an answer, expiring this week, accepted and still to invoice. And who opened what.

Four figures over the list of quotes: waiting for an answer, expiring in 7 days, accepted and left to invoice, drafts. Under them four quotes with their status and what the customer did: last viewed today, not viewed yet, responded by Maya Lindgren, last viewed on 2 November.

Send your next quote from SalexHub.

Start free, add your catalog, and the first quote takes its lines from the deal.

Start freeTalk to us

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