Handle quotes
Work with it — Quotes & Contracts.
The day-to-day work happens under Order Management › Quotes: a request comes in, somebody takes it on, prices it and sends it. The buyer answers, sometimes after a second round, and your shop or integration places the order from the accepted positions.
- Handle a quote request: take it on, price it, send it, or refuse it with a reason.
- Negotiate and revise: revisions, internal and customer notes, attachments.
- From an accepted quote to an order: what acceptance hands over, and how the order is linked back.