Win the job

Price it and send it

Why this step

Apply the customer's pricing, then send. The sent PDF is the version you will be held to.

What this does

Puts the quotation in front of the customer as a branded PDF and a portal link they can accept online, and starts the clock on follow-up.

Before you start

Every fabricated line should be analysed. An un-analysed line prices from stale data.
Check the delivery address and the payment terms — both print on the document.

01
Open the quotation and click Preview to see exactly what the customer will see.
02
Click Send by Email. The template fills in the customer, the reference and the total.
03
Check the recipient — it should be the person who signs, not the site engineer.
04
Adjust the message if this quotation needs a covering note.
05
Click Send. The status moves to Quotation Sent.
06
Schedule a follow-up activity on the order so the chase is not a memory.

The customer opens the portal link, downloads the PDF, and can Accept or Reject it — their answer lands in the chatter with a timestamp.
Replies to the email arrive in the same chatter, so the whole negotiation stays on the order rather than in one person's mailbox.
Confirming the order — by you or by them — turns it into a sales order and releases the work downstream.

Note

Nothing is manufactured because a quotation was sent. Production, purchasing and the survey all wait for the order to be confirmed.

Common mistakes

Sending without previewing, and discovering the customer received a page of internal notes.
Sending to the site contact rather than the person with signing authority.
Sending and not scheduling a follow-up. The quotation expires quietly and the enquiry is lost.

Checkpoint

The quotation is in Sent state.