Quotes

Create, send, configure, and follow quotations from the BackOffice.

Quotes lets you create and send quotations from OutSmart.

Use it to prepare offers, manage quotation setup, and follow customer responses.

When you send a quotation, it is finalized.

Start here

• What are Quotes?

Create and process quotations

• Create a quotation
• Duplicate or revise a quotation
• Convert quotation into work order
• Generate a quotation PDF

Configure quotation setup

• Create a quotation layout
• Create a quotation scheme
• Create a quotation email template
• Change quotation status colors
• Use quotation free fields
• Configure quotation parameters

Use advanced quotation features

• Use quotation photos (beta)
• Use quotation sections (beta)

Follow quotation communication

• View the quotation communication log

What you can do with Quotes

• create standalone quotations
• generate quotations from work orders
• duplicate or revise existing quotations
• let customers accept quotations online
• convert accepted quotations into work orders
• generate quotation PDFs
• manage layouts, schemes, templates, and settings

Related topics

• BackOffice
• Work Orders
• Customers
• Quotations