Accepting a quote

What is accepting a quote?

It doesn’t matter which quote is marked as most relevant. Clients can accept any quote you shared with them. Accepting a quote means that the deal terms have been agreed upon. At this point, your client is ready to proceed with the deal: order as many products as included in this sales quote and pay the price listed there.

In most cases, your clients accept quotes themselves by clicking the Accept button right in the quote form you send them. Inperium marks such quotes as accepted automatically — make sure to configure notifications. However, on rare occasions, you might need to accept a quote on behalf of your client.

Once the quote is accepted, it can’t be changed; the items from this quote are listed in the Products section of the deal details.

How to accept a quote on behalf of a client?

1. On the deal page, browse the quotes on the right and locate the one you want to accept. Note, it’s not necessarily the most recent or relevant quote.
2. Click … and then Accept. The accepted quote will have a check mark next to it.

Once the quote is accepted, it can’t be changed nor more quotes can be offered for this deal.

Changes after accepting a quote

In case you need to revoke an accepted quote, select … next to the quote name and then pick Unaccept.

Coverting to an invoice

Prepare an invoice based on the accepted quote. To do it, select … next to the quote name and then pick Convert to invoice.