Offers (Quotes)

What Is an Offer?

An offer is the step before an order — when the price or contents aren't fixed, the customer is asking for a proposal, or you're going through a negotiation process. The system tracks the entire lifecycle from draft to conversion into an order.

Offer Statuses

Each offer goes through defined steps:

| Status | Meaning |

|--------|---------|

| Draft | Not sent to the customer |

| Requested | Customer initiated (e.g. through bundle configurator) |

| Sent | You sent the offer to the customer |

| Responded | Customer replied |

| Needs Revision | Customer requests changes |

| Accepted | Customer accepted |

| Rejected | Customer declined, with reason |

| Converted | Offer converted to an order |

| Expired | Validity date has passed |

Offer Contents

An offer contains everything an order does (items, prices, attributes, variants, custom fields), plus:

• Validity date — until when the price is guaranteed
• Internal notes — visible only to you, not the customer
• Messages — communication thread between you and the customer
• File attachments — technical specifications, drawings, certificates
• Activity log — complete log of all changes

If the offer is linked to a bundle, you see a tab with all components, the customer's configurator choices, and applied pricing rules.

Conversion to Order

When the customer accepts the offer, click Convert to Order. The system creates a new order with all items from the offer, and the offer status changes to Converted. From that point, you track delivery through the standard order workflow.

Use Cases

Project quote for a company — A customer inquires about pricing for 50 laptops with specific configuration. You create an offer with items, attach technical PDF specs, and send it. The customer responds through messaging — asks to swap one component. You edit the offer, resend. Customer accepts — one click and it becomes an order.

Request for quote via website — Your website's bundle configurator generates requests. The customer configures a machine, clicks "Send request" — the system automatically creates an offer with all their selections and bundle components. You see exactly what they selected, apply pricing rules, and send the final price.

Price negotiation — A regular customer wants a better deal for a larger quantity. You create a draft offer with the standard price, open a conversation in the messaging tab. Through several revisions you reach an agreement. All change history stays recorded — useful for internal audits and disputes.

Tips for Maximum Value

• Use the validity date as a sales tool — "This price is valid for 7 days" creates urgency
• Messaging within the offer keeps all communication in one place; no searching through email to reconstruct what was agreed
• Guest offers (without a registered account) can later be linked to a customer when they register — history is preserved
• Use internal notes for context that shouldn't go to the customer: "Discount approved by director", "Priority shipping agreed verbally"