Once you have created a Quote for a customer you can send them the quote using any number of different quote templates. Once the customer approves the quote it will be moved into the normal sales process.

Send a Quote

  1. Add a New Quote or search for an existing Quote using the Quick Search boxes.
  2. Once the Quote is listed you can either click the Print icon and select the template, or open the Quote by clicking the Order ID number. If you open the order first, click the Email/Print button at the top.
  3. The Quote is displayed on the screen. Use the links at the top to Print, Email or Change the template.
  4. When emailing the quote, tick the customer's email address to use (from the Contact record) or enter a new email address.
  5. Add a message to the email as required; QuickNotes can be used to add a standard message.
  6. Specify the format of the email; HTML or PDF attachment or HTML email
  7. Click the Send button.

A record that the quote was emailed will be kept in the customer's contact record in the Timeline tab.

At the bottom of the email will be a link for your client to view the quote online in your web portal. They just click this to be taken straight to the online version, without the need to log in. The link will only work once, after the first click they will need to log in to the portal with their email address and a password.

Approving a Quote

Your client will be able to add notes to the status history of the sale using the web portal. If you have set up a Sales Order Status for "When approved, update to", then your client will be presented with an "add note and approve" button, which will update the status of the sale to your chosen status. You might want to create a status called "Approved quote" to handle this. You can get Brightpearl to send an email automatically when a sale lands on this status in the sale status settings.

Note: Your "approved" quote status should not be the same as any other status you use as any sale on the "approved" status is locked. Using the same status as you do for "new orders" for example, will result in the order being locked before you've even added anything to it.