Quotes

With Roboeyelabs, it’s easy to generate quotes. All quotes are stored for future reference, and tracking. You can generate quotes from the Quotes tab of the application.

Each quote can be easily viewed, modified, and updated with the click of a button. Quotes can be set to a particular status, from pending to fulfilled or lost.

The Quote Lifecycle

Quote statuses follow the lifecycle of a quote from draft to approved and allow you to keep track of where each of your quotes are in their lifecycle. Each of the statuses listed below are automatically set for you when specific activity occurs with a quote but you may also choose to manually change the status at any time during the quote lifecycle.

• Draft
  When a quote is first created, it is placed in Draft status by default. Sending a quote by email will automatically change the status from Draft to Sent. Clients cannot view any quotes when they are in Draft status.
• Sent
  When InvoicePlane sends a quote to a client by email the status will be changed to Sent.
• Viewed
  When a client views the quote by either using the Guest URL to view quote or by using their Guest Login account (if they have one), the quote will be placed in Viewed status. This allows you to keep track of which quotes a client has looked at.
• Approved
  When a client uses the guest URL to view a quote or logs in using a guest account and views a quote, they are able to either approve or reject the quote. When a client approves a quote, the status is changed to Approved.
• Rejected
  When a client uses the guest URL to view a quote or logs in using a guest account and views a quote, they are able to either approve or reject the quote. When a client rejects a quote, the status is changed to Rejected.
• Canceled
  This status can be used for quotes that are not going to make it to the invoicing stage but need to be kept for reference purposes. Clients are not able to see quotes in this status.

Viewing Quotes

To view the quote list, click Quotes from the main menu and select View Quotes.

By default, the quote list will be filtered to all quotes. The filter can be set to All, Draft, Sent, Viewed, Approved, Rejected or Canceled by choosing the filter from the submenu bar.
To navigate between pages, use the pager buttons located on the submenu bar.

The Options button at the end of each row displays a menu with a number of items when clicked:

• Edit – View the quote
• Download PDF – Download a copy of the quote as PDF
• Send Email – Send the quote to the client via email

Creating a Quote

To create a new quote, either choose Quotes from the main menu and select Create Quote, or from the quote list, click the Newbutton near the top right of the page.