BizCortex documentation

Quotes

Create, send and follow up quotes until they are accepted.

Open Documents, Quotes. The list shows number, customer, date, Valid until, status and gross total. Filter by status and customer. Click "New quote" to create one in the editor.

On the quote page the buttons depend on the status. Draft: Edit, Delete, "Send by email", Accept, Decline, "To order", Invoice. Sent: "Send by email" again, Accept, Decline, "Send for signature", "To order", Invoice, Cancel.

Quotes
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Sales
  • Viewer (read only)

Steps

  1. 1. Send the quote

    Click "Send by email". The PDF and a public link are emailed, and the quote becomes Sent.

  2. 2. Record the decision

    Click Accept and enter "Accepted by (name)", or Decline and enter a reason. Accepting is only possible before the quote has expired.

  3. 3. Continue

    Click "To order" or Invoice to take over the lines.

Fields and options

Accepted at, Declined at

Shown on the quote with the name or the reason.

PDF tab

Preview and download of the quote PDF.

Emails tab

Every email sent for this quote with recipients, subject, attachments and status.

History tab

All changes.

Tips

  • Customers can accept or decline themselves on the public link or in the customer portal. Their name is stored with the acceptance.

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