Quotes & sales
Win work with quotes and enquiry forms, chase what goes unanswered and work a pipeline you can actually see.
11 articles
Quotes
- Sending a quote to a customerBuild a quote from Quotes, preview the PDF, then send it by email so the customer can accept or decline it themselves.2 min
- Quote statuses explainedA quote moves through draft, sent, viewed, accepted, rejected, converted or expired and the status updates itself as the customer acts.2 min
- Turning a quote into an invoice or a bookingAn accepted quote converts straight into an invoice or into an appointment, carrying its lines and totals with it.2 min
- Chasing a quote that has gone quietResend the quote from the quote itself, which sends the customer a fresh email carrying the same link.2 min
- Restoring a deleted quoteDeleted quotes move to Deleted rather than disappearing and can be restored from there with everything intact.2 min
Leads
Enquiries
- Building an enquiry form for your public pageTurn the enquiry form on from the Public page tab under Settings, then Business Profile & Appearance, then choose its fields under Services & Booking, then Booking Page & Brand, then Enquiry Form.2 min
- Your inbox explainedInbox collects enquiries from your public page in one place, so nothing waits unnoticed in a personal email account.2 min
Business customers
- Keeping a company's addressesStore each place a company uses, including the properties you look after for it, on the company's own page.2 min
- Invoicing a business rather than a personCompanies holds business clients with their own billing address and VAT number, so invoices are addressed to the business.2 min
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