What are Quotes?

Understand how quotations work in OutSmart and what the module includes.

A quotation is the offer you send before work starts.

It shows the planned work, materials, and expected price.

How Quotes works in OutSmart

OutSmart includes a built-in quotation module.

You do not need a separate tool like Excel.

You can create, send, and follow quotations in one place.

With Quotes, you can:

• create a quotation for a customer
• let the customer accept the quotation online
• convert an accepted quotation into a work order
• manage layouts, schemes, and email templates
• follow quotation communication in the notification log

How the quotation flow works

A common flow looks like this:

• create the quotation
• send it to the customer
• wait for acceptance
• convert it into a work order

When you send a quotation, it is finalized.

How quotation setup stays organized

Quotation schemes control how quotations are sent and followed up.

A scheme combines:

• the quotation layout
• the email template
• reminder settings
• default quotation behavior

Frequently asked questions

Can a customer accept a quotation online?

Yes.

The customer can accept or decline the quotation online.

Do I need a separate program to create quotations?

No.

OutSmart includes quotations in the product.

Can I turn a quotation into a work order?

Yes.

Once the quotation is accepted, you can convert it into a work order.

Related topics

• Create a quotation
• Convert quotation into work order
• Create a quotation scheme
• Quotes