Introduction to Quotations

Learn what Quotations includes and when you need it.

Quotations gives you the tools to create offers, send them to customers, and follow them through acceptance and conversion.

It is included in Accelerate and Maximize. On Boost, you can add it separately.

What Quotations includes

• Create and manage quotations.
• Configure quotation schemes, layouts, and email templates.
• Use online acceptance, reminders, and conversion flows.

When you need Quotations

Use Quotations when you want a structured sales flow in OutSmart.

That includes sending professional offers, tracking status, and turning accepted work into execution or billing.

If you use Accelerate or Maximize, Quotations is already part of your package.

Common use cases

• Send quotations by email with a PDF.
• Let customers accept quotations online.
• Convert accepted quotations into work orders or invoices.

Frequently asked questions

Is Quotations included in my plan?

Quotations is included in Accelerate and Maximize. On Boost, you add it separately.

Can I start with a trial?

You can start from the Power-Ups flow in the License Manager when it is available for your account.

What happens if I change plans?

Your access depends on the package and add-ons active on your account.

Related topics

• Activate Quotations through the License Manager
• Quotations availability and plans
• Power-Ups