Asking for a quote

1. Ask your CEO for a quote — for a lead, or from scratch: “prepare a quote for Brighton Leisure Centre for 25 LED fixtures at £30 each.” From a lead’s own conversation thread, the “Create a quote” button seeds the same request for you.
2. It lands in your Review queue as a draft with its line items, quantities and total.
3. Check where the figures came from. Each number is marked as either from your price list, a labelled estimate, from a source your office read, or not yet traced to a source — so you can see at a glance what is solid and what is a guess.
4. Confirm the currency the first time you approve a priced quote — a small one-time step.
5. Approve it. Approving a quote freezes the document exactly as you saw it and files it in Documents; it does not send anything by itself.
6. Send it, or hand it over yourself. Once a mailbox is connected, a “Send” button e-mails the frozen document to the customer; if a message will go out without your logo, the page tells you so first and offers to add one. Without a connected mailbox, you can still download or print the quote and deliver it your own way.
7. Approve it from your phone just as easily as from a computer — nothing about this flow needs a desk.

If your office cannot find an approved template in the customer’s language, it uses the standard layout instead — still with your logo, letterhead and brand colour — and tells you so on the approval card, with a note that you can ask for a template in that language in chat.