The quote process is vital to each and every service based business. For this reason, we’ve streamlined the process so that you can easily:

• Create quotes
• Obtain customer approval of quotes
• Convert quotes to invoices

The quote creation form is much like the booking form on your Blue Sail Agency-powered website. It does, however, have some key differences.

In addition to giving you the option of selecting from the same predefined services that appear on your website’s booking from, you can also add free form items and their cost. Lastly, the quote form gives you options with regards to whether or not the resulting appointment, which will be created on approval of the quote, will be auto scheduled and if so, which team should be given preference. Once you’ve completed the quote, with the click of a button, you can email it to the client. This email will contain the quote along with a link to a form where they can accept or reject the quote.

Included on the quote acceptance form will be any terms and conditions that you've defined. Upon the customer's acceptance of the quote:

• You’ll be notified via email
• A future-dated work order will be created off of the quote
• An appointment will be created in your calendar
• The appointment will be auto scheduled to the most appropriate team (if you’ve enabled this option in your settings)

If the client doesn’t wish to accept the quote, they can offer an explanation before rejecting it via the form. You’ll be immediately notified of this rejection, which will give you an opportunity to follow up with the client and create a new quote that suits their budget.