You can create quotes directly on Banqup. Quotes help you formally present an offer to a customer and can later be turned into invoices if accepted.
You can choose a prefix and starting number for the automatic numbering of your quotes in the Document Creator settings.
→ Read more about setting up automatic document numbering.
Creating a quote
There are two ways to start creating a quote:
From the app launcher, go to Sales quotes and click Create quote.
From Document Creator, click on Sales quote.
Filling in quote details
Add your quote details:
Customer: Search for an existing customer by typing the name in the search bar and selecting it. You can also add a new customer to your business partners from here.
Document date: Select the date of the quote.
Expiration date: Set the date until which the quote is valid.
Products or services: Enter items manually or select them from your product catalog.
Notes: Add any additional information or conditions.
Saving and sending the quote
When your quote is ready, you have multiple options:
Save and send: Finalises the quote and sends it to the customer right away.
Save as draft: Keeps the quote in draft mode for later editing.
Cancel: Dismiss all changes, the quote won't be saved.
Other actions: From the three dots, you can clone the quote, attach a document, add a comment, or delete the quote.
Actions available after creation
Once a quote has been created, depending on its status:
Draft quotes:
View the draft.
Send it to the customer*.
Clone it to create a similar quote.
Delete it.
Attach a document to it.
Add a comment to it.
* To send quotes via email, you should activate the email connector first.
To send quotes to a different email address than invoices: go to Business Partners > double click on a partner > Delivery channels tab > enter an email address in the Quotes field. If this field is empty, quotes will be sent to the customer's default email address.
Sent quotes:
View the quote.
Accept it (or undo if already accepted).
Refuse it (or undo if already refused).
Clone it to create a similar quote.
Convert it to invoice*.
Download it.
* When you convert a quote to an invoice, Document Creator opens and you'll see a draft invoice created for your quote. You'll still have to send it to your customer.
→ Read more about creating invoices here
FAQ
Can I edit a quote after sending it?
No. Once a quote is sent, it cannot be edited. But you can clone it to create a new version.
Do customers get notified automatically when I send a quote?
Yes. Customers receive the quote by email. Make sure to add your customer’s email address in their details.
Is it possible to attach files to a quote?
Yes. You can attach supporting documents (for example, specifications or terms) before sending the quote.