Quotes and orders
Draft, send and revise a quote, turn it into an order and know which documents each one produces.
- QuotesStart a quote, add its lines, follow it through its statuses and find it again in the Quotes area.
- Designed tool linesKnow how a tool designed in Design Engineer sits on a quote, how it is priced and what happens when its price moves.
- Versions and revisionsChange a quote after it has gone out without ever altering the copy the customer is holding.
- Sending a quote and the customer's linkSend a quote by email and know exactly what the customer sees and can do at the link they receive.
- OrdersRaise an order from a won quote, move it through its statuses and see where purchase orders and website orders sit.
- Documents and numberingKnow which documents Kabaido renders for a quote and an order, how they carry your brand and how each one is numbered.