Send quotations

A quotation is a priced offer you send to a customer. In EVERJUST Sales you build it from your catalog, send it, and turn it into an order once the customer accepts.

Build the quotation

Start a new quotation and pick the customer. Add lines from your product catalog. Each line pulls in the price, unit, and tax from the product. Adjust quantities as needed.

You can sweeten the offer:

  1. Add optional products the customer can choose to include.
  2. Apply a discount on a line or across the quotation.
  3. Set an expiration date so the offer does not stand forever.

Send and get acceptance

Send the quotation two ways. Export it as a PDF and email the attachment. Or send an online quotation the customer opens in a browser. On the online version the customer can accept, sign, and pay the deposit or full amount in one place.

Reuse and convert

For deals you quote often, save a quotation template with its products, optional items, and terms. Load the template next time instead of building from scratch.

When the customer accepts, the quotation becomes a sales order. From the order you confirm delivery and move on to invoicing.

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