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Create and send quotes

Quotes are where selling starts in Growmax ARC. Build a quote with the customer, products, quantities, and pricing; send it by tracked email so you can see when the customer opens it; and keep the whole conversation on the quote itself. When the customer accepts, convert the quote into a sales order with one action.

Before you start​

Create a quote​

  1. Go to Sales > Quotes.
  2. Create a new quote.
  3. Add the customer, then the products, quantities, and pricing for each line.
  4. Review the quote and save it.

Sales > Quotes lists every quote with its status, customer, total and owner.

Send a quote by tracked email​

  1. Go to Sales > Quotes and open the quote.
  2. Send the quote by email. The email is tracked with open and click tracking, so you can see whether the customer has viewed it.
  3. Watch the email thread on the quote itself — the customer's replies appear there, keeping the whole conversation in one place.
  4. Reply back from the same thread to continue the conversation.

Work with an existing quote​

From Sales > Quotes, you can also:

  • Duplicate a quote to create a new one quickly.
  • Generate a PDF of the quote for sharing or printing.
  • Cancel a quote that is no longer needed.

Convert an accepted quote to a sales order​

  1. Go to Sales > Quotes and open the accepted quote.
  2. Select Convert to sales order — the quote becomes a sales order with one action. See Manage sales orders.

A quote: its lines, the customer and address, status, validity and email activity, with Convert to Sales Order at the top.

Tip: how quote outcomes work. A quote is considered won when it is converted into a sales order — there is no separate "mark as won/lost" button. Quotes that do not proceed can simply be cancelled. The quote's status reflects where it is in this lifecycle.

Tips​

  • Use the open and click tracking to time your follow-up — a customer who just opened the quote is a good reason to reply in the thread or pick up the phone.
  • Customers using your Customer Portal can also view quotes sent to them and accept them online.
  • Duplicate quotes for repeat business instead of rebuilding the same lines every time.