Send a quote and track its reply
A quote's page shows the document as the client receives it: header in your colours, services per vehicle, total, waiting time, cancellation terms, closing text.
Below the document, five actions. Copy the text (« Copier le texte »): the quote as plain text, to paste into an e-mail or a messaging app. Print / Save as PDF (« Imprimer / Enregistrer PDF »): your browser's print dialogue, choose Save as PDF to get the file. Send by e-mail (« Envoyer par e-mail »): your mail client opens with the quote filled in. Send by WhatsApp (« Envoyer par WhatsApp »): WhatsApp opens with the text of the quote. Duplicate (« Dupliquer »): start from this quote for a variant or another client.
The status is changed in the banner at the top of the page, or straight from the quote list by clicking the status badge: Draft (« Brouillon »), Sent (« Envoyé »), Accepted (« Accepté »), Declined (« Refusé »). Mark it Sent when the client has received the quote, then Accepted or Declined depending on the reply: this is what feeds your acceptance rate and your revenue. A quote sent with no reply by the end of its validity period becomes Expired (« Expiré »).
The dashboard lists the quotes to follow up (sent with no reply) and lets you mark them accepted or declined in one click.
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