Quotes
Price a job, send it, and track what the customer decides.
- 1How quotes workWhat a quote is in Flyte, the Quotes list, what each quote status means, and how a quote fits in before an order.
- 2Creating a quoteBuild a quote for an existing customer or a new lead, set its validity, tax and terms, and add styles with quantity breaks and pricing.
- 3Sending a quote and the customer's responseEmail a quote to your client, what they see and do on the online quote, how accept and decline reach you, and how to record an answer given by phone.
- 4After a quote is acceptedTurn an accepted quote into a customer record, products and an order, and, if your account has Shopify connected, a Shopify draft order.