Step by step
- Open the sent quote and press Record answer at the top right. The panel Customer answered by phone or email opens.
- Choose Accepted or Declined.
- Enter Who answered.
- In How, enter how they answered, for example "email of 11/10, PO 4471".
- Press Record answer. You see "Answer recorded."
Rules
Both fields are required, so there is always evidence: "enter who answered and how (e.g. email of 11/10)".
Only a sent quote that has not expired can be answered here (the button is not shown otherwise). "this quote is not waiting for an answer" means it was already answered, withdrawn or replaced.
The answer is written to the audit log.
Works together with
- Customer approval by linkEach sent quote has a private link. The customer opens it, sees the lines and totals, types their name and presses Accept quote or Decline.
- QuotesPrice work before you do it. The customer accepts or declines by a link, or you record their answer. An accepted quote raises the approved amount on its job.
- Audit log: who changed whatA permanent record of important changes: team access, settings, bank details, job rates, contract billing, integrations, API keys, printer agents and payments brought in automatically. Entries cannot be edited or deleted.