Quotes
A quote that nobody follows up is a lost order. Quotes lists every quote your accounts raised in the date range, largest first, with its age next to the day it was raised. You can see at a glance which customers are waiting on you, and which you're waiting on.
New to Pulse? Start with Pulse for how to open it and how the date range works.
The Quotes screen
4 tiles sum up your open quotes. The Pipeline table lists each quote.
| Part | What it shows / does |
|---|---|
| Open quotes tile | How many quotes are open: still awaiting a decision. |
| On the table tile | The total value of the open quotes. |
| Oldest open tile | The age in days of the oldest open quote, with its number and account. Click it to open that quote. |
| Gone stale tile | How many quotes have been open 14 days or more (open 14+ days). |
| Pipeline table | One row per quote, largest first: Quote, Buyer, Raised, Age, Status, Lines and Value. Accepted and declined quotes are greyed out. 20 quotes a page, with Previous and Next. Click a row to open the quote. |
| Age | Days since the quote was raised, such as 9d. A stale quote shows stale in red, such as 16d · stale. Hover over the age to see how it was counted. After you send a reminder, the date you chased it appears here. |
| amended | Shown next to a quote number when its lines have been changed since it was raised. |
| Status filter | Show quotes with one or more statuses. The menu shows how many quotes have each. |
| Search | Type a quote number or an account name (Quote or buyer…). |
| Download CSV | Saves every quote in the table, with your filter and search applied, as a CSV file. |
Click Open quotes, On the table or Gone stale to list the quotes behind it, largest first.
Quote statuses
Each quote has 1 of 4 statuses:
| Status | Meaning |
|---|---|
| Open | No reply yet. |
| Awaiting customer | With the customer: you've done your part and you're waiting for them. |
| Accepted | Off the pipeline: the customer has said yes. |
| Declined | Kept for the record: the customer has said no. |
A status you set in Pulse is saved to the quote in the Quoting Engine, and the customer sees it.
Change a quote's status
- In Pulse, click Quotes in the sidebar, then click the quote.
- Click the status next to the quote number.
- Choose Open, Awaiting customer, Accepted or Declined.
More detail
Accepted and Declined quotes leave the open totals and the Gone stale count. They stay in the Pipeline table, greyed out, so you keep a record. The change is added to the quote's timeline and saved to the quote in the Quoting Engine, so the customer sees the new status.
Amend a quote
- Open the quote and click Amend above its lines.
- Change a quantity with the − and + buttons, or type a new one.
- To take a product off the quote, click the bin icon on its line, or lower its quantity to 0.
- Check the new total, shown next to the old one, then click Save changes.
More detail
You can amend open quotes only (Open or Awaiting customer). Amending changes quantities and removes lines: it can't change prices or add products. If you remove every line, saving asks you to confirm, then deletes the quote. Click Cancel to leave the quote as it was. Your changes are saved to the quote in the Quoting Engine, so the customer sees the new lines.
Delete a quote
- Open the quote and click Delete quote.
- Click Delete quote again to confirm. The quote is deleted from the Quoting Engine too, so the customer no longer sees it. This can't be undone.
To keep a record of the quote, set its status to Declined instead of deleting it.
Send the customer a reminder
- Open the quote and click Send reminder. On a stale quote the button is highlighted.
- Check Pulse's draft, which lists the quote's lines and total, and click Copy.
- Paste it into an email to the customer and send it from your own mailbox.
- Back in Pulse, click Mark as sent. Pulse adds a task to check the quote in 3 days, and the button then reads Chase again.
More detail
Send reminder is only shown on open quotes. Pulse doesn't send the email for you. For what the draft contains and what Mark as sent records, see Send a reminder.
Convert a quote into an order
- Open the quote and click Convert to order. Pulse opens the order builder, signed in as the customer, with the quote's lines at the quoted prices.
- Check the order and place it.
More detail
Convert to order is only shown on open quotes. Converting doesn't change the quote's status: set it to Accepted once the order is placed. To start a separate order for the same account and leave the quote as it is, click New order for and the account's name instead: it opens an empty basket. See Order for a customer.
How the figures are worked out
| Figure | How it's worked out |
|---|---|
| Which quotes are listed | Quotes raised in the date range. Widen the date range to see older quotes. |
| Open | A quote with the status Open or Awaiting customer. |
| Age | The number of days from the day the quote was raised to today, whatever the date range. A quote raised today is 0 days old. |
| Stale | An open quote that has been open 14 days or more. Accepted and Declined quotes are never stale. |
| Oldest open | The open quote in the list with the highest age. |
| On the table | The total value of the open quotes in the list. |
| Value | The quantity times the unit price of each line, added up. |
| Lists behind the tiles | Every open quote, or every stale one, whatever the date range. They can list more quotes than the tile counts. |
Quotes are never counted as orders anywhere in Pulse. Each quote also opens in a panel with its lines, Quote economics and the account: see A quote.
FAQs
When it's still open (Open or Awaiting customer) and has been open 14 days or more. Its age shows stale in red, it counts towards Gone stale, and Send reminder is highlighted.
The list only shows quotes raised in the date range. Choose a longer range, such as Last 24 months, and clear the Status filter.
They're only available on open quotes. Change the status back to Open first if the customer has changed their mind.
No. Convert to order puts the quote's lines into an order, but the quote stays open. Set its status to Accepted once the order is placed, so it leaves your open totals.
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