Visma eAccounting Smart
Accept quote
If you sent a quote to a customer and the customer has approved the entire quote, you must change the status of the quote to Accepted in order to invoice it.
If a customer accepts parts of a sent quote, you start from the sent quote. You can never change a quote that has already been sent. You must instead copy all of the information to a new quote.
If the customer rejected the quote, you can delete it. Read more in the topic Delete quote.
If the customer accepts the entire quote
- Select Sales - Quotes.
- Select the quote you want to work with from the list under Quotes in progress. The quote must have the status Awaiting.
- Select Actions - Mark as accepted.
The status of the quote is changed to Accepted and the quote is ready for invoicing.
If the customer approves parts of the quote
- Select Sales - Quotes.
- Select the quote you want to work with from the list under Quotes in progress. The quote must have the status Awaiting.
- Select Actions - Copy to create a new quote based on all information from the copied quote.
- Make any necessary changes to the quote.
- Do one of the following when you are finished with the quote:
| Send quote by email | The quote is automatically sent to the email address specified for the customer in the customer register. The quote is saved under Quotes in progress and is given the status Awaiting. |
| Create PDF | The quote is saved as a PDF and you are notified that it is ready for printing. The quote is saved under Quotes in progress and is given the status Awaiting. |
| Save draft | The quote is not sent to the customer, but instead saved under Drafts. |
The quote is saved with the status Awaiting in the Sent quotes list.
The original quote remains in the Quotes in progress list. You can delete it if you wish. Read more in the topic Delete quote.
Related topics
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Quotes |
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Create quote |
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Copy quote |
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Delete quote |
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Create invoice from quote |
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Create order from quote |