Create and send an offer

Open Quote Requests. To respond to a customer request, open the request and select Build offer. To start without an existing request, select Create offer.

Enter the customer name and email address. Add phone, company, VAT number, message, shipping address, expiration date, and currency when they apply to the offer.

Search for parts by part number, add the required items, and adjust each quantity. At least one part is required.

Review the unit prices, subtotal, VAT, quote discount, shipping, and total. Add a unit price to every price-on-request item before sending the offer.

Select Save draft when the offer is not ready for the customer. Select Create and send, or Save and send while editing a draft, to send the offer by email.

If your team uses a review or approval step, move the offer through Review and Approved before sending. The available actions depend on your role.

The quote detail page shows whether the customer opened the offer. You can copy the customer link, resend the email, download the offer document, or mark completed work as Completed.

Check the following when an offer cannot be sent: