You can use Pearl to manage your quotes, send as PDF attachments using any number of different quote templates.
Sending a quote
- From the yellow Sales zone, click "new quote/invoice", this will take you to the new sale screen. This sale may start as an "opportunity", then progress to a "quote", and then on to an Invoice later - the key to remember is that it's the same sale that moves through different statuses.
- Search for the client/customer in the box at the top left, or create a new client using the button below the search box.
- Add rows to the quote, and add prices
- Save
- Click "email/print" which will pop open the sale, in the standard Quote template.
- Click the green "email" button to open the options for sending, where you can choose the recipient email address, add a message and then send.
The quote will be attached to the notes on the sale status history, and also to the contact timeline.
Getting approval from the client
At the bottom of the email will be a link for your client to view the quote online in your web portal. They just click this to be taken straight to the online version, without the need to log in. The link will only work once, after the first click they will need to log in to the portal with their email address and a password.
Your client will be able to add notes to the status history of the sale using the web portal.
If you have set up a sale status for "When approved, update to" (Setup::Options::Sales), then your client will be presented with a "add note and approve" button, which will update the status of the sale to your chosen status. You might want to create a status called "Approved quote" to handle this. You can get Pearl to send an email automatically when a sale lands on this status in the sale status settings.
Using a different template
Pearl's got a really powerful templating system, so you can actually send the quote using a different template. Read more about creating and using new templates.