You can create a Quote to send out price proposals, and send out a Contract when the prices are agreed to by both parties.
To create and confirm Quotes and Contracts:
- View an Order and click New quote or New contract from the right sidebar.
- Click Confirm from the top-bar, when an agreement is made.
Optionally, you can add a Signature.
Tip: You can add your terms to the Contract Template in Settings > Documents.
Sending Quotes and Contracts
To send your quote or contract to a customer, click Send to from the top-bar.
Tip: There are customizable email template for sending documents; select them from the template drop-down.
Changing document numbers
Numbers of Quotes and Contracts increment automatically.
To change the numbering:
- View a document,
- click the pencil icon after the document number,
- change the number, and Booqable will pick up from there.
You can also add an optional prefix to your document number, including dynamic values like the year or order number. Set up prefixes in Settings > Documents: