Guides / Send a quote and win the job
How to send a quote and turn it into an order.
A quote that sits unanswered is lost revenue. Here is the flow in SOIS, and the single request that has your agent quote, chase, and convert.
The flow
Four steps, the way a person would do it in SOIS.
Build the quote
Price the work from your catalogue and put the quote together.
Send it
Send the quote to the customer with clear terms and a way to accept.
Chase a decision
Follow up politely until you get a yes, a no, or a question.
Turn it into an order
On acceptance, convert the quote to an order and start the work.
Or just ask
One request, done.
You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.
via your agent
Quote the Acme job from our price list, send it over, chase a decision, and turn it into an order when they accept.
Done. A quote out the same day, followed up without nagging from you, and an order created the moment it is accepted.
Explore the capability: Apps
Try it on your own workspace.
Launch for free, connect your agent, and pay only for what it does.