PlanIt EPOS · Quotes
See whether a quote was opened or accepted
What does this do?
The Quotes list shows where every quote is: saved, sent, opened, accepted, declined, converted to an invoice or voided. You do not need to ring the customer to find out.
How to use it
- From the ☰ menu choose Quotes.
- Read the Status column: Quote (saved, not sent), Sent, Accepted, Converted (it became an invoice or sale), Voided or Declined.
- When the customer opens the link the row shows opened by customer.
- When they accept online the status becomes Accepted and you get a notification on the bell.
- Under the date the row shows sent N days ago or viewed N days ago so you can see which quotes are going cold.
Questions this guide answers
- How do I know if the customer opened my quote?
- What do the quote statuses mean?
- What happens when a customer accepts online?