RevenueUpdated
Send a quote
Create a quote, add lines from your services with tax, choose how each line bills, and email it to your client with a link they can open.
A quote tells a client what the work will cost before you start. You write it in Spodus, email it, and the client can accept it from the link.
Before you start
- Revenue must be on. See Set up Revenue.
- To charge tax or pick from a price list, add your tax rates and services first. See Tax rates and services.
- To send by email, your role must allow sending email.
Things to know
- New quote makes a draft right away and opens it. There is no Save button: changes save a moment after you stop typing.
- Quotes are numbered when you create them, starting
EST-0001. You can change the number while the quote is a draft. - A quote's statuses are Draft, Sent, Accepted, Declined, Expired and Invoiced. Once it is accepted, declined, expired or invoiced, it can't be edited.
- Clicking a quote in a list opens a quick view. Click Edit there to open the full page.
Create a quote
- Go to Revenue > Quotes and click New quote. On a deal, you can click New quote on the deal instead.
- In the panel on the right, set the Client. You can also set the Deal, Project, Issue date, Expiry date, Currency and Terms.
- On the sheet, click Add line and fill in the description, quantity and unit price. Or click Add service to add a line from your price list.
- Pick a rate in each line's Tax column, or leave No tax.
- In the Billing column, choose how the line bills: One-time, Monthly, Quarterly, Yearly or Per hour. A monthly, quarterly or yearly line can also say how many hours it includes.
- Add a Discount under the subtotal if you need one. Type
5%for a percentage or50for an amount. - Add Notes for anything the client should know.
The panel also has the quote's Payment terms. See Quote payment terms.
Send the quote
- Click Send quote.
- Check To, Subject and Message. To is filled in when Spodus finds an email for the client.
- Leave Include the view link ticked so the email links to the quote.
- Click Send.
The quote moves to Sent and shows under Waiting on client in the Quotes list. The link works without signing in for 60 days.
If something is missing, Spodus says what before it sends. A quote needs a client, at least one line, an amount on every line, a total above zero and an expiry date.
To nudge the client later, open the quote and click Send reminder. Each reminder is listed under History.