Creating, Sending, and Tracking Quotes
Turn submissions into commercial quotes and follow them through to customer response
Creating, Sending, and Tracking Quotes
Quotes are where WinFactor moves from product configuration into commercial action.
Creating a quote
Start from a submission and create a draft quote.
At this stage you usually review:
- line items
- tax rate
- validity
- notes or terms
- internal reference
Line items
Line items can be:
- entered manually
- generated from pricing rules when that setup is available to your plan and template
The row total is calculated from quantity and unit price. Treat it as an output, not a field you type into directly.
Sending a quote
Before sending:
- save the quote
- wait for the PDF to finish generating
- verify recipients
- re-read the notes or terms one last time
The validity countdown is tied to the quote's send timing, so do not treat send date and creation date as interchangeable.
Tracking quote status
A quote can move through statuses such as:
- draft
- sent
- viewed
- accepted
- rejected
- expired
These statuses help your team decide when to follow up and when to move on.
Version history
Quote history matters. If a quote changes, the new version should be treated as a new commercial state, not just a cosmetic update.
Operational realities
- PDF generation can take time
- customer acceptance and rejection should be treated as final actions in the quote page
- if a quote expires, your team may need to create or send an updated commercial offer rather than trying to reuse the old one unchanged