About Quotes - How to

[hardbrasil]

Hi fellas,

 

could you give to us some examples about "Quotes". How to use them, when, in what case is better,

 

im little confuse about it and i would like to know more.

[m8internet]

As an example, customer contacts you and asks how much for 4 Domain Names

You then reply, advising them you will shortly create a quote and if they accept it will bill them accordingly, and create a quote

The customer then reads the quote

If they accept it, then an invoice is created which they then pay

 

You then need to manually create the products that match this

This then presents an issue on renewal as the standard renewal rate will apply

Therefore a new product needs to be created, in this example it could be something like customer_name-four_domain_names which is then priced accordingly

 

Coming back to the original quote, you can then advise if this is an introductory rate, discounted rate, one-off, and so on

I prefer not to do this and simply advise that on renewal the standard rates will apply, but they are free to contact us on receiving the renewal invoice and negotiate a new discounted rate

 

This is also useful for products or services you don't openly advertise

Say for example you agree to design a website for £350

You then create a quote, they accept, an invoice is created, which they then pay

In this case no product would be created