Quotations

Quotation communication

Communicate with the customer and track all activity on a quotation through the Communication tab.

The Communication tab becomes available once a quotation has been converted from draft to pending. It provides a full activity log and two communication channels: messages to the customer and internal notes.

With customer

The With customer tab shows a chronological thread of all external communication on the quotation. This includes messages sent by administrators, replies from the customer, and status change events (e.g. when the quotation was sent and moved from Draft to Pending).

To send a message to the customer:

  1. Go to the Communication tab.
  2. Select With customer.
  3. Enter your message in the text field.
  4. Click Send.

To reply to a specific message:

  1. Click ... on the message you want to reply to.
  2. Select Reply.
  3. Enter your reply and click Send.

The reply is shown threaded under the original message.

Internal notes

The Internal notes tab is for notes visible only to administrators. Use it to log context, decisions, or follow-up actions without the customer seeing the content.

To add an internal note:

  1. Go to the Communication tab.
  2. Select Internal notes.
  3. Enter your note.
  4. Click Send.

Create quotation

Create a quotation to propose products and pricing to a company before converting it into an order.

Convert to order

Place an order from a quotation once it is ready, carrying over all agreed products and pricing.