- Go to the Quote Requests app in the Sales group.
- You can reply to quote requests you find in the New state or in the Approved state, if you have previously approved it.
- Double-click the quote request to open it.
- Click on the “Reply with quote” button.
- Fill in the information (material, quantity, price, vat, discount)
- It’s good practice to match the details on the quote request.
- It’s good practice to match the details on the quote request.
- If you would like to add extra materials, items or services, click the blue arrow next to the “Add material” button. A drop-down list will appear containing these options.
- Click “Save” — ?
- Click the green “Share” button in the top left corner to share your quote request.
- Your client will receive the quote on their Infraspeak and as soon as they reply you will be notified.
How to reply to a quote request?
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