Visma eEkonomi 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 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.