Send a Quote and Get the Customer's Approval

The quote is emailed as a PDF together with a link. There the customer reads the quote and replies directly, without logging in.

Send the quote:

1. Open the order and save any changes
2. Click Skicka offert (Send quote) in the Dokument (Documents) box on the right
3. Check Gäller till och med (Valid until, preset from your settings) and add a Meddelande till kunden (valfritt) (Message to the customer, optional) if you like
4. Click Skicka offert (Send quote)

The button stays locked until the order has the contact's email, at least one line and a date. The order gets the status Offert skickad (Quote sent). With Kopiera offertlänk (Copy quote link) you can share the link another way, for example by text message.

How the customer replies in the link:

• Approve: the customer enters their name, ticks Jag godkänner villkoren (I accept the terms) and clicks Godkänn offerten (Approve the quote). The order becomes Bekräftad (Confirmed), the customer receives the order confirmation as a PDF by email, and you get an email about the approval
• Decline: the customer can give a reason. The order becomes Avböjd (Declined) and you are notified
• Write to us: the customer sends a question or change request. It arrives as an email to you, and when you reply to that email the answer goes straight to the customer

The terms and cancellation terms are shown on the page, and the approval is stored with name and time in the order's events.

When the quote expires: After the Gäller till och med (Valid until) date the customer can no longer approve. The page says the quote has expired and asks the customer to contact you. Send a new quote with a new date.

The customer says yes by phone: Click Markera bekräftad (Mark confirmed), enter who confirmed and save. It works from draft, inquiry and quote sent, so you don't need to send a quote at all. The event log shows the order was confirmed manually.

If the customer declines a sent quote some other way, click Kunden tackade nej (Customer declined) and choose a reason.

Changes after sending:

• If you change the order after the quote was sent, the Dokument box shows that the quote should be sent again. Click Skicka ny offert (Send new quote) so the customer sees the right version
• If you change a confirmed order, for example the number of covers, it gets a new version. Click Skicka uppdaterad bekräftelse (Send updated confirmation) to email the new order confirmation
• If you want the customer to approve again, click Skicka ny offert (Send new quote). The order then shows Offert skickad (Quote sent) until the customer replies

The order confirmation: Under Dokument → Orderbekräftelse (Documents → Order confirmation) you can print it, download it as a PDF or click Mejla kunden (Email the customer).

Who gets the emails about replies? The addresses under Inställningar → Notiser (Settings → Notifications), Mejla nya förfrågningar och svar på offerter till (Email new inquiries and quote replies to). If the list is empty, the restaurant's email is used.