Creating and Sending Quotes in "Edara CRM"

When a rep builds a quote in a separate file, they copy items and prices by hand, get a figure wrong or miss a line, and send the customer a copy that doesn't match the deal. After sending it they can't tell whether the customer even opened it, so they call at the wrong time or wait for a reply that never comes, while old copies with outdated prices stay with the customer.

With the quote generated from the deal itself, items and prices move across as they are in seconds, it comes out in the company's design and details, and the customer gets a link they open from any device. The rep knows when the customer opened it and how many times and follows up at the right moment, every change gets a new version with a clear number, and an old link can be stopped so nobody relies on it.

Follow the Steps #

A quote is generated from a deal; you then pick its template and check it before you send it to the customer and follow it up.

Generating a Quote From a Deal #

A quote is a snapshot of a deal's products, prices and terms when it was generated. There is no separate Quotes list, so every quote stays on its deal, in the "Quotes" tab:

• Open the deal and add its products first: the quote copies the deal's lines as they are now.
• Click the "Quotes" tab, then "Generate Quote". The "Generate Price Quotation" dialog opens. It tells you how many line items will be copied, or warns you if the deal has none.
• Check "Valid until", which starts 30 days from today. Optionally type "Notes (optional)" to print on the quotation.
• Click "Generate". The new quote opens on its own page as a "Draft".

Each quote gets a quote number and a version: generate again on the same deal and you get v2, v3 and so on, and an older version shows a badge naming the current one. Line renames carry over from the last version to the next. Changing the deal later doesn't change a quote you already generated, so generate a new version to pick up the changes.

Choosing the Quote's Template and Sections #

At the top of the quote page is "Back to deal", the status sits next to the quote number, and the top bar holds "Print / Save as PDF" and "Share". The bar above the document holds the template, the sections and the next status step:

• Click "Template: …". A menu lists every template your company has. The one in use has a check mark, and the company default is marked "· Default".
• Click another template. The document redraws in the new design straight away.
• If the template is split into sections, a "Sections: … of …" button shows next to it. Click it and switch each section on or off: the document updates as you go.
• The menu stays open so you can change several sections. Click outside it, or press Escape, to close it.

The template and sections you pick are for this quote only. A quote that never picked a template follows the company default, including if an admin changes the default later. Sections an admin switched off on the template start off here, and you can switch them back on.

Renaming a Line on the Quote #

You can write an item's name on the quote the way the customer knows it, without changing its name on the deal or in the catalogue:

• Hover over an item's name on the document. A dashed outline shows it can be changed.
• Click the name (or press Enter on it) and type the new name.
• Press Enter, or click away, to save. Press Escape to cancel.
• To go back to the original name, clear the name, or hover over the line and click "Undo rename" on the card that appears.

Some templates also mark text you may change on each quote, such as a fee or a visit price. You change it the same way, and it shows a "Changed on this quote" card with "Undo change". This text is shown exactly as typed and is never added to the totals.

Sending the Quote and Following It Up #

Sending the quote gives the customer a link to a read-only page with no sign-in, and the link works until the "Valid until" date:

• Click "Share" in the top bar.
• Choose "Copy share link" to paste it anywhere, or "Email · العربية" or "Email · English" to open your email app with the link, quote number, amount and validity filled in, addressed to the buyer contact.
• Or choose "Send via WhatsApp Business" to send it from your company's connected WhatsApp Business account, or "Open in my WhatsApp" in Arabic or English to open WhatsApp on your own device with the message ready.
• Once the customer agrees, click "Mark accepted" in the bar above the document.

Any of these options turns a "Draft" quote into "Sent" by itself. If you sent it another way, for example as a printed PDF, click "Mark sent". The language you pick is the message's language, whatever language your screen is in. If the customer already received the quote on WhatsApp Business, you're asked before sending it again.

Once it is sent, the quote page shows under its number when the customer opened it and how many times, and you get a notification the first time they open it. A link preview in WhatsApp or another chat app doesn't count, and neither do opens from a browser signed in to the CRM.

To print the quote or save it as a PDF, click "Print / Save as PDF", then choose a printer or "Save as PDF" in your browser's print window. The rename outlines never print, and lines show the product photo "Edara" holds for the item when the template has a place for it.

Revoking the Share Link #

If you sent the quote to the wrong person, or no longer want anyone to rely on it, revoke its link:

• Click "Share", then "Revoke link", the last item, in red.
• Confirm. Anyone who has the link can no longer open the quote.
• "Copy share link" and "Revoke link" are dimmed, and the quote shows "Link revoked" on the deal's "Quotes" tab.

Important Things to Know #

Try It Yourself #

Sample data — it doesn't affect any real data. Open the "Quotes" tab and click "Generate Quote", then change the template or send the quote from "Share".

You May Be Wondering #

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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