Quotes & sales
Win work with quotes and enquiry forms, chase what goes unanswered and work a pipeline you can actually see.
10 articles
Quotes
Sending a quote to a customer
Build a quote from Quotes, preview the PDF, then send it by email so the customer can accept or decline it themselves.
2 min read
Quote statuses explained
A quote moves through draft, sent, viewed, accepted, rejected, converted or expired, and the status updates itself as the customer acts.
2 min read
Turning a quote into an invoice or a booking
An accepted quote converts straight into an invoice or into an appointment, carrying its lines and totals with it.
2 min read
Chasing a quote that has gone quiet
Resend the quote from the quote itself, which sends the customer a fresh email carrying the same link.
2 min read
Restoring a deleted quote
Deleted quotes move to a trashed view rather than disappearing, and can be restored from there with everything intact.
2 min read
Leads
Working your leads pipeline
Leads sit on a board of stages you define, and you move each card along as the conversation progresses.
2 min read
Turning a lead into a customer
Convert a lead from the lead itself and it becomes a customer record, keeping the details and notes you already captured.
2 min read
Enquiries
Building an enquiry form for your public page
Switch the enquiry form on under Settings then Appearance, then choose its fields under Settings then Enquiry Form.
2 min read
Your inbox explained
Inbox collects enquiries from your public page in one place, so nothing waits unnoticed in a personal email account.
2 min read
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