Quotes

CRM concept: A quote proposes a price before a sale is agreed. It lists the items, the quantities, and the total, so the customer sees exactly what they are buying and for how much.

Note: Quotes are free. Turning an accepted quote into an invoice, and collecting payment, are FlyCRM Pro features. See Invoices and payments.

Create a quote

1. Go to FlyCRM > Quotes.
2. Select Add New.
3. Add a Quote title.
4. Link the contact and, if needed, the company and the deal.
5. Add line items. For each item, enter a title, description, a quantity, and a price.
6. Add a discount or a tax rate if needed.
7. Select Create.

FlyCRM gives the quote a number with your prefix, for example QUO-0001.

Send a quote (after create)

1. Open the quote.
2. Select Send.
3. Check the recipient email and the message (template can be edited from settings).
4. Select Send to email the quote with a PDF attached.

Share a public link

Every quote has a public link. A customer opens the link without a WordPress login. From the frontend page, the customer can accept, decline, or request changes.

Copy the link from the quote and send it however you like.

Track the response

You can keep quote records of what the customer does with it:

• Sent — you emailed the quote.
• Accepted, Declined, Changes requested, or Revision Requested — the customer's answer.

FlyCRM records when each event happens, so you know where every quote stands.

After a quote is accepted

When a customer accepts a quote, the next step is an invoice. Raising an invoice from a quote tracking payment, and collecting money online are FlyCRM Pro features.

If the status is accepted, you can turn the quotation into an invoice from here.